Asset Manager

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FocalPoint Partners

FocalPoint Partners is an independent investment bank with offices in Los Angeles and Chicago. The firm specializes in mergers and acquisitions, private...

FocalPoint Partners

FocalPoint Partners is an independent investment bank with offices in Los Angeles and Chicago. The firm specializes in mergers and acquisitions, private placements, financial restructurings, and special situation transactions for middle market clients throughout the U.S. FocalPoint Partners was acquired by B. Riley Financial on January 18th, 2022.

General information

Firm type

Full Service Commercial and Industrial Electrical Contractor

Year founded

2002

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

Los Angeles, CA, United States

Additional offices

Palo Alto, CA · San Francisco, CA · Burlingame, CA · Toronto, Canada

Principals

David Sharfi

Managing Partner

Drew Fine

Managing Partner

Joe McKnight

Managing Partner

Sector focus

Industrial TechEnterprise SoftwareEnergy Transition & RenewablesHealthcare ServicesPrivate Credit

Frequently asked questions

How does FocalPoint source proprietary deal flow?

FocalPoint sources transaction opportunities through long-standing relationships with founder-owned and family-held businesses in the western US and Canada, where cross-border middle-market expertise is relatively scarce. The firm's Toronto office provides a direct pipeline to Canadian industrials and business-services companies seeking US buyers or growth capital.

What investment stages or transaction sizes does FocalPoint typically target?

The firm's investment banking mandates focus on companies with enterprise values between $50 million and $500 million, a range that places it squarely in the middle market. Merchant banking investments tend to align with this band, targeting established businesses with stable cash flows rather than early-stage ventures.

What is FocalPoint's known posture on co-investments alongside external capital partners?

The firm's merchant banking arm co-invests alongside institutional capital partners and family offices on a deal-by-deal basis, often serving as the lead arranger for private credit facilities. The firm does not operate a blind-pool fund, which gives it the flexibility to structure co-investment syndicates that match the specific risk profile of each transaction.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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