The firm

Experienced enough to be useful. Small enough to answer the phone.

Next Point advises owners of industrial and healthcare companies through the single most consequential transaction of their working lives.

The Next Point LLC team in the office

What we value

Three things we will not trade away.

Judgment

Anyone can run a process. Knowing when not to — and telling you so before you have paid for one — is the part that is worth something.

Process

Competitive tension is what produces a good outcome. We build it deliberately, protect confidentiality throughout, and never rely on a single buyer.

Owner care

You built it. Where it lands, what happens to your people, and how you feel about it afterwards are part of the mandate, not a footnote.

The team

Senior people, on your deal.

Every engagement is led by a senior advisor from first call to closing. Every one of our advisors has been a business owner.

Dean “Rocky” Rockwell, Managing Partner at Next Point

Dean “Rocky” Rockwell

Founding Partner, M&A Advisor | Metal Manufacturing Specialist

team
Charlie Maclay, CTP, Partner at Next Point

Charlie Maclay, CTP

Founding Partner, M&A Advisor

team
Jui Trivedi, Managing Partner at Next Point LLC

Jui Trivedi

Managing Partner, M&A Advisor

team
Cathy Willig, Advisor at Next Point

Cathy Willig

M&A Project Manager

team
J. Michael Grady, Advisor at Next Point

J. Michael Grady

Photonics & Advanced Tech Advisor

team
Ben Woodring, M&A Associate at Next Point LLC

Ben Woodring

M&A Associate

team
Dr. Peter Michael Tan, DDS, MSHS, FACD, FICD

Dr. Peter Michael Tan, DDS, MSHS, FACD, FICD

Healthcare Practice Advisor

advisory
Dr. Angela Isaacs, DDS, MBA

Dr. Angela Isaacs, DDS, MBA

Healthcare Practice Advisor

advisory
Dr. Grace Harriman

Dr. Grace Harriman

Healthcare Practice Advisor

advisory

Medical & dental advisory team

Dean “Rocky” Rockwell, Managing Partner at Next Point

Dean “Rocky” Rockwell

Founding Partner, M&A Advisor | Metal Manufacturing Specialist

team
Charlie Maclay, CTP, Partner at Next Point

Charlie Maclay, CTP

Founding Partner, M&A Advisor

team
Jui Trivedi, Managing Partner at Next Point LLC

Jui Trivedi

Managing Partner, M&A Advisor

team
Cathy Willig, Advisor at Next Point

Cathy Willig

M&A Project Manager

team
J. Michael Grady, Advisor at Next Point

J. Michael Grady

Photonics & Advanced Tech Advisor

team
Ben Woodring, M&A Associate at Next Point LLC

Ben Woodring

M&A Associate

team
Dr. Peter Michael Tan, DDS, MSHS, FACD, FICD

Dr. Peter Michael Tan, DDS, MSHS, FACD, FICD

Healthcare Practice Advisor

advisory
Dr. Angela Isaacs, DDS, MBA

Dr. Angela Isaacs, DDS, MBA

Healthcare Practice Advisor

advisory
Dr. Grace Harriman

Dr. Grace Harriman

Healthcare Practice Advisor

advisory
450+ Transactions closed for owners
30 Years of M&A experience
2 Sectors we know cold

Where we are

Two New York offices, working nationally.

Buffalo, New York

1 Seneca Street, Suite 29-M30, Buffalo, NY 14203
716.847.1485

Rochester, New York

70 Linden Oaks, 3rd Floor, Rochester, NY 14625
585.506.5531

Let’s start with a conversation.

No pitch deck. Tell us about the business and we’ll tell you what we think.

Confidential, no obligation, and no fee unless we close.