Founded in 2003, CrossPoint Financial, Inc. is a boutique investment banking firm registered with FINRA and headquartered in Newport Beach, California. The firm specializes in providing high-level, independent financial advisory services to middle-market companies, focusing on mergers and acquisitions (M&A), private placements of debt and equity, and other corporate finance advisory services. Its mission is to offer senior-level attention and customized solutions to clients across various industries.

Founded in

United States