Resources

Thought Leadership

05/16/2023
Private Capital Expands the Financial Solution Set and Options for Private Companies
Raising capital has long been essential yet challenging for private companies, with traditional options being conservative bank loans or commercial lending. However, for those seeking significant funding for growth, acquisitions, or liquidity, these options may fall short of meeting their needs. Read the Full Article
01/16/2023
Is Staple Financing the Answer for Sellers in a Disrupted M&A Market?
The disruption of the credit markets in the second half of 2022 directly impacted many M&A deals – causing several company owners to lose material personal wealth in lost valuation, or to lose their deal altogether. Read the Full Article
12/07/2022
The Importance – and Sudden Scarcity – of Independent and Unconflicted Advice
Independent investment banks are now rare, with many acquired by financial institutions, CPA firms, or wealth advisors. Others have been replaced by corporate-owned investment banking divisions, while traditional bulge bracket banks have become more like utilities than flexible, trusted advisors in today’s market. Read the Full Article
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Reports

11/02/2026
Consumer Industry & Market Update - Multi-Unit Services, Fourth Quarter 2026
Even in a K-shaped economy, families are protecting three things: their health, their pets and their kids.

That steady spending is drawing sponsors and strategic buyers into fitness, pet care and youth enrichment, even as overall consumer M&A value is down about 30%. Most of these markets are still highly fragmented, which gives owners real options on capital and M&A. Read More.

10/26/2026
Transportation & Logistics Industry and Deal Update, Third Quarter 2026
Freight is finally moving again, and the biggest brokerage deal on record just landed. Rates are climbing faster than volumes, public valuations have rebounded sharply, and C.H. Robinson’s pending move on RXO is redefining what scale means in the industry. For middle-market owners, the dynamics create a defining window, but also real complexity, particularly with fuel costs, liability exposure, and a crowded 2027 sale calendar on the horizon. Download the Q3 2026 Update Now.
10/14/2026
Staffing M&A Quarterly Update, Third Quarter 2026
Staffing buyers are done paying for scale alone. They’re paying for specialization, and a handful of niches are pulling away from the pack. Executive search is the clearest example. Record CEO turnover and rising demand for interim leaders are pulling in serious sponsor capital. Meanwhile, strategic buyers are getting pickier and earnouts are replacing straight cash. Download the full report to learn more.
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News

10/19/2026
Bridgepoint Investment Banking Welcomes Gerardo Rivera as Vice President, Expanding Financial Institutions (FIG) and Financial Services Coverage in Dallas
Bridgepoint Investment Banking is pleased to announce that Gerardo Rivera has joined the firm as a Vice President in its Dallas office, where he will focus on Financial Institutions (FIG) and Financial Services. Gerardo brings nine years of M&A advisory experience from Goldman Sachs, where he worked in the Financial Institutions group and advised on transactions with an aggregate value of more than $55 billion. Read More.
09/22/2026
Mason Glause Joins Bridgepoint Investment Banking as AI Implementation Lead
Bridgepoint Investment Banking is pleased to welcome Mason Glause to the team as AI Implementation Lead. Mason spent six years in freight pricing and logistics operations at Werner Enterprises, where he led automation across the company's national pricing team and won the 2023 Werner Innovation Award. He most recently served as AI Project Lead at DMSi Software, where he was selected by executive leadership to lead AI initiatives. Read More.
08/26/2026
Abby Davis Promoted to Vice President and Joe Boulay to Senior Analyst
Bridgepoint Investment Banking is pleased to announce that Abby Davis has been promoted to Vice President and Joe Boulay has been promoted to Senior Analyst. Read More.
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Podcasts

05/28/2026
AXIAL: Revisiting Private Credit and AI with Matt Plooster
Bridgepoint CEO Matt Plooster returns to the Axial podcast for a ground-level update on private credit in the lower middle market. Despite bearish headlines, Matt makes the case that LMM credit conditions are more borrower-friendly than the macro narrative suggests, and explains why non-dilutive capital is increasingly being used to solve shareholder liquidity issues, fund growth, and support acquisition strategies. The conversation also tackles how AI has shifted software underwriting back to cash flow and EBITDA fundamentals, and closes with a candid discussion on AI's real-world impact on investment banking workflows, hiring, and diligence. Listen Now
02/25/2026
THIS IS M&A: Founder's Dilemma: Growth Capital, Recap, or Full Exit with Matt Plooster
Every founder eventually faces it: Raise capital, recapitalize, or sell? Matt Plooster, CEO & Co-Founder of Bridgepoint Investment Banking, joins This Is M&A to break down how founders should think about control, liquidity and timing. Listen Now.
01/07/2026
LEADERSHIP LEVERS: From Wall Street to Garage Startup: Matt Plooster’s Culture-First Blueprint for Investment Banking
What happens when a former Wall Street banker trades skyscrapers for a garage — and builds a mission-driven investment bank from scratch? In this episode of Leadership Levers, Matt Plooster, Founder & CEO of Bridgepoint Investment Banking, shares the remarkable journey that took him from billion-dollar transactions at Deutsche Bank to launching a boutique firm with a simple belief: people and culture aren’t just part of the business — they ARE the business. Listen Now.
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Videos

05/12/2023
The Future of Investment Banking
Bridgepoint was founded to create a new kind of investment bank—focused on core values, doing the right thing for clients and providing new and creative solutions for clients that matter. Watch Now.
02/09/2022
How to Maximize Your Options When Exploring the Sale of Your Company
Not sure if you are ready to sell your company? It's important to understand all the options you have when it's time to transition your business. Bridgepoint Director Chad Gardiner discusses how Bridgepoint educates business owners on their options and provides the right advice for your situation.
02/09/2022
Bridgepoint Provides Capital Raising and M&A Expertise to the Utah Market
Where can Utah business owners turn for help when it comes to capital raising and M&A? Bridgepoint Director Chad Gardiner explains the options and expertise available to company owners in the Mountain West and why he's passionate about serving the Utah market.
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