Middle-market
advisory, done
the right way.
Financial due diligence, business intelligence, data insights, and interim finance leadership for the middle market.
Senior people on every engagement, not just the pitch.
Founded by former Big Four transaction leaders, BluePoint brings the same rigor as a national firm with a more hands-on approach — one integrated team across diligence, data, and finance.
Senior people on every engagement
Partners do the work and stay on the engagement, start to finish — no handoffs to junior staff mid-deal.
From first look to post-close
Diligence findings carry into dashboards, reporting, and interim finance support after the transaction closes.
Built for deal speed
Fast turnarounds and proactive communication, with findings flagged as we go, not buried until the final report.
"Rick brings 15+ years of professional services experience to BluePoint. He specializes in advising clients through buy-side and sell-side financial due diligence engagements throughout the entire transaction process."
One integrated team across diligence, data, and finance.
Five services, one team — findings from diligence carry straight into the dashboards, reporting, and interim finance support that follow.
Financial Due Diligence
Comprehensive buy-side and sell-side financial due diligence for private equity firms, corporate acquirers, and privately-held businesses.
- Quality of earnings analysis
- Net working capital assessments
- Normalization and pro forma adjustments
- Purchase agreement & NWC negotiation support
Business Intelligence Dashboards
Custom dashboards built around how your business actually runs, not a template — decision-ready KPIs, live where possible.
- KPI design tied to your operating model
- Connections to your existing systems
- Executive, operator & investor views
- Secure hosting, or training and handoff
Data Insights
Modernizing how your business uses information — automation, AI strategy, and board-ready analysis.
- Reporting and board decks
- RevOps professionalization
- Automation and streamlining
- AI strategy development
Interim Finance
Seasoned CFOs, FP&A, and controller support, typically deployed within five business days.
- Full finance bench under one call
- PE-experienced operators
- Senior talent in the seat, no consulting layers
- Rates below national advisory firms
Reporting Packages
Board, lender, and management reporting for a cleaner, faster monthly close.
- Board and investor reporting packages
- Lender and covenant reporting
- Monthly management reporting cadence
- Repeatable, template-driven builds
Real problems, real clients, real results.
A sample of engagements from BluePoint's Data Insights practice.
Sales enters it.
Salespeople were spending hours finding their own prospects and keying them into the CRM by hand. That research now runs itself, freeing sales to focus on more critical tasks.
PE-backed publisher · National footprintSystems carry it.
A fast-growing platform ran on a dozen disconnected systems, with no shared view of supply and demand across the business.
PE-backed consumer products platform · $1B revenueFinance interprets it.
The cash forecast lived across a tangle of spreadsheets nobody fully trusted. One streamlined 52-week model replaced it.
PE-backed rental platform · $2.5B revenueManagement acts on it.
We turned scattered contract and billing data into an ARR rollforward and a metrics package investors could underwrite.
Public-sector cybersecurity · $500M ARRA partner-led process, end to end.
Scope
A senior partner scopes the engagement around your deal, timeline, and questions. No boilerplate.
Execute
Right-sized teams work at deal speed, flagging what matters as we find it, not at the end.
Deliver
Clear, decision-ready deliverables: reports, databooks, dashboards, and board materials.
Stay
We stay engaged after the close with interim leadership, reporting, and data support as you build.
The people behind the point.
Senior advisors who built their careers leading transactions and finance teams, and put their names on every engagement.
Rick Kapp
Stephin Janis
Rick Gonzalez
Adam Adelstein
Jeff Moran
Paul Ochoa
Vince Statuto
You have questions. We have answers.
We focus on the middle market — engagements typically range from $5M to $2B in enterprise value, spanning private equity-backed businesses, corporate acquirers, and privately-held companies.
A partner scopes and stays on every engagement from start to finish. We're a 100% partner-led firm — no handoffs to a junior team mid-deal.
Our Interim Finance practice typically deploys CFO, controller, or FP&A resources within five business days, at rates below national advisory firms.
Yes. Our Financial Due Diligence practice covers quality of earnings, net working capital, and normalization analysis for both buy-side and sell-side engagements.
Diligence findings carry directly into post-close work — dashboards, reporting packages, and interim finance support — so the value identified during diligence actually gets captured.
Discuss your next engagement with a partner.
Every inquiry is reviewed by the leadership team. Response within one business day.