NewPoint Capital Partners

What NewPoint Capital Partners does

NewPoint Capital Partners Inc. is an independent, mid-market investment banking firm headquartered in Toronto, Canada, with a secondary office in Windsor, Ontario. Founded in 1997, the firm advises private companies, private equity firms, family-owned businesses, and entrepreneurs on mergers and acquisitions, divestitures, private financings, capital restructurings, and management buyouts. It serves as the exclusive Canadian partner of Clairfield International, a global mid-market M&A network of 400+ corporate finance advisors across 25+ countries, which provides the cross-border execution capability for mandates that exceed a single Canadian boutique's reach.

The firm's service portfolio comprises eight core lines: Acquisitions Advisory, Sell-Side Advisory, Financings, Buy-Side Searches, Restructurings, Family Business Advisory, MBOs & ESOPs, and Business Valuations. Business Valuations are delivered through a related practice, Capital Assist (Valuation) Inc., led by Federica Nazzani from the Windsor office. The underlying "technology" is conventional investment banking craft — financial modeling, capital structure design, valuation, due diligence coordination, and stakeholder negotiation — rather than any proprietary platform or software product. Documented transaction outcomes include the Med-Chem Health Care restructuring (sale >$100M, exceeding creditor claims) and Richards Packaging's TSX listing within 15 months at more than double the original acquisition price.

The firm makes money through transaction-specific advisory fees on M&A, divestitures, financings, and restructurings, with pricing quoted on a deal-by-deal basis rather than via disclosed schedules. Go-to-market is sales-led, relying on direct engagement, repeat clients, professional referrals, and Clairfield network cross-referrals. Ownership is private, held by founding and managing partners (Ken Moore, Peter Brown, and senior advisor Scott Calderwood), with no external institutional investors disclosed. The Canadian team numbers approximately seven professionals, anchored by Managing Partner Ken Moore (former Barclays VP; former chairman of TSX-listed Algonquin Power & Utilities Corp) and Partner Peter Brown.

Name

NewPoint Capital Partners

Legal name

NewPoint Capital Partners Inc.

Website

https://newpoint.ca

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

NewPoint Capital Partners is an independent, mid-market investment banking firm based in Toronto that advises private companies, private equity firms, and family-owned businesses on mergers and acquisitions, divestitures, financings, restructurings, and management buyouts, serving as the Canadian partner of the global Clairfield International network.

Ownership category

akta.pro rank

Product category

Mid-Market Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Mid-market investment banking
• Mergers and acquisitions advisory
• Private financings advisory
• Capital restructuring services
• Business valuation services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Advisory Fees: The firm generates revenue through advisory fees for M&A transactions, divestitures, financings, and restructurings. Services include acquisition searches, business valuations, and financial restructuring advisory.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

NewPoint Capital Partners is an independent mid-market investment banking firm that advises private companies, private equity firms, family-owned businesses, and entrepreneurs on mergers and acquisitions, divestitures, private financings, capital restructurings, and management buyouts. The firm delivers transaction-specific mandates including buy-side searches, sell-side advisory, financing arrangements, restructurings, family business advisory, and business valuations, and operates as the Canadian partner of the Clairfield International network.

Product overview

NewPoint Capital Partners is an independent, mid-market investment banking firm that offers a unified suite of advisory services centered on mergers and acquisitions, capital raising, and strategic restructuring. The company's service portfolio consists of eight core offerings: Acquisitions Advisory, Sell-Side Advisory, Financings, Buy-Side Searches, Restructurings, Family Business Advisory, MBOs & ESOPs, and Business Valuations. The firm serves as the Canadian Partner of Clairfield International, providing clients with access to local expertise and global reach across over 25 countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Acquisitions Advisory Advisory services guiding clients through acquisition transactions from initial evaluation through closing, including valuation, bid strategy, due diligence, and financial partner selection.
• Sell-Side Advisory Advisory services for business owners selling their companies, including strategic option review, value surfacing, pre-sale preparation, buyer assessment, sale process determination, bidder screening, negotiation, and due diligence management.
• Financings Capital raising services including senior debt, sub-debt, and equity financing, with capabilities in financial modeling, capital structure development, risk assessment, and lender/investor coordination.
• Buy-Side Searches Identification and evaluation of acquisition targets for private equity firms, public companies, and entrepreneurs, including target framework development, domestic and international target lists, LOI negotiation, and transaction closing support.
• Restructurings Financial and operational restructuring advisory including alternatives analysis, stakeholder negotiation, refinancing, and transaction closing for distressed or underperforming companies.
• Family Business Advisory Specialized advisory for family-owned businesses including shareholder dispute resolution and strategic alternatives evaluation.
• MBOs & ESOPs Advisory for management buyouts and employee stock ownership plans including transaction feasibility assessment, valuation, structuring, stakeholder negotiation support, and capital structure optimization.
• Business Valuations Comprehensive, objective valuation advice for private and public companies and high-net-worth individuals across various industries in Canada and the U.S., offered through Capital Assist (Valuation) Inc.

Quantifiable outcome

• Med-Chem Health Care restructuring resulted in sale for more than $100 million, exceeding claims and expectations of all secured and unsecured creditors
• +1 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Clairfield Internationalflagship/coreStrategic or Co-development PartnerNewPoint Capital Partners is the Canadian Partner of Clairfield International, a global mid-market investment banking network. This partnership provides NewPoint clients with access to local expertise across 25+ countries including Australia, Austria, Belgium, Brazil, Denmark, Finland, France, Japan, Germany, Hungary, Israel, Italy, Mexico, Netherlands, Norway, Poland, Spain, Sweden, Turkey, United Kingdom, USA, India, Switzerland, Czech Republic, Romania, China, Argentina, South Africa, Nigeria, and Canada. The network comprises over 400 M&A and corporate finance advisors.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• MNP Corporate Finance: Canadian mid-market advisory practice within MNP offering M&A, valuation, and corporate finance services - comparable in target client base (mid-market private and family-owned businesses) and service breadth.
• Echelon Capital Partners: Toronto-based independent investment bank focused on mid-market M&A and growth capital advisory across Canada - comparable boutique structure serving similar mid-market and family-owned clients.
• INFOR Financial Group: Independent Canadian investment banking firm providing M&A, financing, and strategic advisory to mid-market companies - directly comparable boutique model serving similar sectors and transaction sizes.
• Origin Merchant Partners: Toronto-based independent mid-market investment banking firm advising on M&A, financings, and restructurings for Canadian private and public companies - directly comparable in size, mandate type, and target client base.

Others

• Clairfield International: Global mid-market M&A advisory network of which NewPoint is the Canadian partner. Operates similarly across jurisdictions; comparable as partner-network peer rather than direct competitor.

Broad incumbents

• CIBC M&A Advisory: Bulge bracket Canadian bank advisory practice serving mid-market and large-cap M&A - represents the larger-scale competitive set that pressures boutique advisors on bigger mandates.
• KPMG Corporate Finance Canada: Big Four corporate finance advisory practice offering M&A, valuations, and restructuring to mid-market Canadian companies - broader incumbent with comparable service lines.
• National Bank Financial Markets: Canadian bank-owned investment banking arm with mid-market M&A and capital markets capabilities - larger incumbent competing for similar Canadian mid-market mandates.
• PwC Canada Deals Advisory: Big Four advisory practice providing M&A, due diligence, valuations, and restructuring to mid-market Canadian businesses - competes for similar mandates with broader resource base.
• BMO Capital Markets: Major Canadian investment bank with mid-market M&A advisory practice - larger incumbent competing for overlapping mid-market clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about NewPoint Capital Partners