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M&A | Capital Sourcing

For Privately Held Businesses 

Our Services

 

Mergers & Acquisitions

  • Sell Companies

  • Buy Companies

Capital
Sourcing

  • Equity Placements

  • Debt Pacements

Exit
Planning

  • Strategy and Plan to Increase Company Value

  • Prepare Every Area of Company for the Transition

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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

  • Exit Planning

    • Strategy and Plan to Increase Company Value

    • Prepare Every Area of the Company for the Transition

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Why Use An

Advisor

  • We Help our Clients Navigate the Complexities of M&A 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 M&A and Capital Sourcing Processes We Use Creates a Competitive Market that Results in Better Terms for the Company

  • 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

  • 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

  • Experts in Mergers and Acquisitions.

  • Help Owners Buy and Sell Businesses.

  • Have Proven Processes for Managing M&A Engagements

  • Develop Excellent Offering Materials that Tell the Right Story

  • Create a Market When Selling Companies to Maximize Value

  • Excellent and Experienced Negotiators

  • Strong Track Record of Mergers and Acquisitions Success

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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.