Newpoint Advisors Corporation: Company Profile

Background

Overview

Newpoint Advisors Corporation is a national financial advisory firm specializing in assisting distressed businesses with revenues between $5 million and $50 million. Established in 2013, the firm is headquartered in Schaumburg, Illinois, and operates with a mission to provide affordable, fixed-fee, and fixed-timeline business consulting services. Their primary focus is on delivering objective solutions to businesses facing financial challenges, aiming to maximize profitability, repay creditors, and preserve jobs.

Mission and Vision

The firm's mission is to empower small and lower middle-market companies to navigate financial distress with confidence and resilience. By offering structured methodologies and tangible deliverables, Newpoint Advisors aims to restore financial stability and safeguard the livelihoods of individuals and families.

Industry Significance

Since its inception, Newpoint Advisors has distinguished itself as a vital partner for businesses in financial distress. The firm has successfully recovered over one billion dollars for lenders and saved more than 12,000 jobs, underscoring its significant impact in the financial advisory sector.

Key Strategic Focus

Core Objectives

Newpoint Advisors is dedicated to assisting underperforming businesses in achieving stability and growth. Their strategic focus includes:

Financial Recovery: Implementing strategies to recover debts and improve cash flow management.

Operational Improvement: Enhancing business processes to increase efficiency and profitability.

Job Preservation: Developing solutions that help businesses retain employees during financial restructuring.

Areas of Specialization

The firm specializes in:

Turnaround Consulting: Providing guidance to businesses undergoing financial distress.

Restructuring Services: Assisting in debt restructuring and operational realignment.

Fiduciary Services: Serving as trustees in bankruptcy cases under the Small Business Reorganization Act of 2019.

Key Technologies Utilized

Newpoint Advisors employs technology-driven solutions, including:

Turnaround Action Matrix Evaluation (TAME): A proprietary platform designed to assess and guide business recovery strategies.

S.M.A.R.T.E.R. Cash Flow Model: A framework developed to build effective cash flow models that drive better decision-making and business outcomes.

Primary Markets Targeted

The firm primarily serves small to lower middle-market companies across various industries, including:

Manufacturing

Retail

Healthcare

Construction

Technology

Financials and Funding

Funding History

Specific details regarding Newpoint Advisors' funding history are not publicly disclosed. The firm operates on a fixed-fee, fixed-timeline model, which suggests a self-sustaining financial structure.

Recent Developments

In March 2025, Franklin BSP Realty Trust, Inc. announced its acquisition of NewPoint Holdings JV LLC, a privately held commercial real estate finance company headquartered in Plano, Texas. This strategic acquisition is expected to close in the third quarter of 2025, subject to customary closing conditions, including regulatory approvals.

Pipeline Development

Key Pipeline Candidates

Newpoint Advisors focuses on businesses within the $5 million to $50 million revenue range that are experiencing financial distress. The firm's services are tailored to address the unique challenges faced by these companies, aiming to restore financial stability and operational efficiency.

Stages of Development

The firm's services are structured into:

20-Day Proactive Assessment™: An initial evaluation to identify immediate threats and opportunities.

100-Day Metric-based Action Plan™ (MAP): A detailed plan outlining actionable steps for recovery.

Turnaround Action Matrix Evaluation (TAME)™: An ongoing assessment tool to monitor progress and adjust strategies as needed.

Target Conditions

The firm targets companies facing:

Cash Flow Challenges

Operational Inefficiencies

Debt Restructuring Needs

Management Transitions

Anticipated Milestones

While specific timelines for individual clients are confidential, Newpoint Advisors aims to achieve:

Short-Term: Immediate stabilization of cash flow and identification of critical issues.

Medium-Term: Implementation of the MAP and initial improvements in operational performance.

Long-Term: Sustained growth, profitability, and job preservation.

Technological Platform and Innovation

Proprietary Technologies

Turnaround Action Matrix Evaluation (TAME): A proprietary platform designed to assess and guide business recovery strategies.

S.M.A.R.T.E.R. Cash Flow Model: A framework developed to build effective cash flow models that drive better decision-making and business outcomes.

Significant Scientific Methods

Financial Modeling: Utilizing advanced financial models to predict cash flow and assess business viability.

Operational Analysis: Conducting thorough assessments of business processes to identify inefficiencies and areas for improvement.

AI-Driven Capabilities

While specific AI-driven capabilities are not detailed, the firm's use of technology-driven solutions suggests an integration of advanced analytics and modeling techniques to support decision-making processes.

Leadership Team

Key Executives

Ken Yager: Founder and President. With over 25 years of executive leadership experience, Ken has worked with clients in various industries across more than 150 engagements. He is a strong advocate for capital preservation and job preservation.

David Scott: Managing Director. David brings extensive experience in financial advisory and turnaround consulting, focusing on delivering results for clients facing financial challenges.

Leadership Changes

As of December 2025, there are no publicly disclosed significant changes or appointments within the company's leadership.

Competitor Profile

Market Insights and Dynamics

The financial advisory sector for distressed businesses is characterized by a growing demand for specialized services tailored to small and lower middle-market companies. These businesses often lack the resources to navigate financial challenges independently, creating a significant market opportunity for firms like Newpoint Advisors.

Competitor Analysis

Key competitors in this space include:

American Management Services: Offers consulting services focused on improving business performance and profitability.

Focus Management Group USA, Inc.: Specializes in turnaround consulting and crisis management for distressed companies.

Silverman Consulting: Provides financial advisory services with a focus on restructuring and turnaround strategies.

Strategic Collaborations and Partnerships

In March 2025, Franklin BSP Realty Trust, Inc. announced its acquisition of NewPoint Holdings JV LLC, a privately held commercial real estate finance company. This strategic acquisition is expected to enhance Newpoint Advisors' capabilities in the real estate finance sector.

Operational Insights

Newpoint Advisors differentiates itself through its fixed-fee, fixed-timeline model, providing transparent and predictable costs for clients. This approach, combined with their proprietary tools like TAME and the S.M.A.R.T.E.R. Cash Flow Model, positions the firm as a leader in delivering structured and effective solutions for distressed businesses.

Strategic Opportunities and Future Directions

The firm is well-positioned to expand its services to a broader range of industries and geographic regions, leveraging its proven methodologies and technological innovations. Continued focus on strategic partnerships and acquisitions, like the recent acquisition by Franklin BSP Realty Trust, Inc., will further enhance its market presence and service offerings.