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M&A | Capital Sourcing | Business Valuations

For Privately Held Businesses 

Our Services

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Mergers & Acquisitions

  • Sell Companies

  • Buy Companies

Capital
Sourcing

  • Equity Placements

  • Debt Placements

Business
Valuations

  • Current Business Valuations

  • Valuation Enhancement Strategies

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What We Do For
Our Clients

  • Mergers and Acquisitions

    • Sell-side advisory

    • Buy-side advisory

  • Capital Sourcing

    • Equity placements

    • Debt placements

  • Business Valuations

    • Current business valuations

    • Valuation enhancement strategies

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Why Use An

Advisor

  • We help our clients navigate the complexities of merger and acquisition and capital sourcing transactions

  • Our investment bankers are experts in sell-side and
    buy-side mergers and acquisitions and capital sourcing transactions

  • We can help business owners maximize the value of their business

  • The processes we use creates a competitive market that results in better terms for the business

  • One-on-one negotiations by the owner rarely result in terms as good as those achieved by creating a competitive market

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Why Use

Waypoint Private Capital

  • We have significant transaction experience, advising on deals with a cumulative value of over $1 billion

  • A senior level professional will lead every engagement

  • Our C-Level operational and private equity investing experience gives us an informed and unique perspective

  • Our team is highly credentialed – including advanced degrees in accounting and finance, the CPA and CFA designations, and holding investment banking securities licenses

  • We operate in an ethical manner with the highest degree of honesty and integrity

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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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Spotlight Transactions

Mako Steel and New State Capital Partners tile

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.

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