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M&A | Capital Sourcing
For Privately Held Businesses
Our 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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Exit Planning
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Strategy and Plan to Increase Company Value
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Prepare Every Area of the Company for the Transition
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Why Use An
Advisor
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We Help our Clients Navigate the Complexities of M&A 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 M&A and Capital Sourcing Processes We Use Creates a Competitive Market that Results in Better Terms for the Company
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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
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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
Industry:
All industries
Geography:
Anywhere in the U.S.
Company Size:
Revenue of $10 million to $200 million
Transaction Size:
$3 million to $150 million
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Experts in Mergers and Acquisitions.
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Help Owners Buy and Sell Businesses.
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Have Proven Processes for Managing M&A Engagements
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Develop Excellent Offering Materials that Tell the Right Story
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Create a Market When Selling Companies to Maximize Value
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Excellent and Experienced Negotiators
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Strong Track Record of Mergers and Acquisitions Success
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.