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 waypoint private capital compass |  |
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M&A | Capital Sourcing | Business Valuations
For Privately Held Businesses
Waypoint Private Capital Services
What We Do For
Our Clients
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Mergers and Acquisitions
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Sell-side advisory
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Buy-side advisory
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Capital Sourcing​
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Equity placements
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Debt placements
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Business Valuations
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Current business valuations
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Valuation enhancement strategies
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Why Use An
Advisor
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We help our clients navigate the complexities of merger and acquisition and capital sourcing transactions
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Our investment bankers are experts in sell-side and
buy-side mergers and acquisitions and capital sourcing transactions
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We can help business owners maximize the value of their business
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The processes we use creates a competitive market that results in better terms for the business
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One-on-one negotiations by the owner rarely result in terms as good as those achieved by creating a competitive market
Why Use
Waypoint Private Capital
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We have significant transaction experience, advising on deals with a cumulative value of over $1 billion
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A senior level professional will lead every engagement
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Our C-Level operational and private equity investing experience gives us an informed and unique perspective
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Our team is highly credentialed – including advanced degrees in accounting and finance, the CPA and CFA designations, and holding investment banking securities licenses​
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We operate in an ethical manner with the highest degree of honesty and integrity
Who We
Work With
Who:
Business owners and management teams of privately held businesses
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Industry:
All industries
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Geography:
Anywhere in the U.S.
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Company Size:
Revenue of $10 million to $200+ million
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Transaction Size:
$3 million to $150 million
Spotlight Transactions
Mako Steel
Waypoint was engaged by management to sell the premier provider of construction services to the self-storage industry. Mako Steel designs, supplies, and installs steel structures for single-story and multi-story auto, boat, RV, and custom storage facilities. The team at Waypoint prepared the offering materials, presented the opportunity to numerous financial buyers and was able to create a strong market of buyers for the company. After a successful negotiation we sold the majority of this Carlsbad, CA-based company to a New York-based private equity firm. Management retained a significant portion of the equity with the hopes of continuing to grow the company with their new partner and having another large exit in the future.