About

Our Background, Philosophy and Passion

We founded Waypoint in 2009 as a successor to a private equity and investment banking firm we were part of, for the purpose of bringing senior level expertise in Mergers & Acquisitions and Capital Sourcing to owners of middle-market privately held businesses.  In addition to being very experienced investment bankers, our partners are former business owners and C-level executives from a broad range of industries including healthcare, manufacturing, distribution, construction, food manufacturing, retail, business services, technology, software development, and financial services.

 

Our team is passionate about working with business owners and entrepreneurs to assist them in developing and executing strategies for selling their companies, making acquisitions, sourcing capital for growth and recapitalization, and in planning for a successful exit from their business.  In serving our clients we bring our expertise to bear with a focus on building trusted relationships around clear and effective communication, along with the highest degree of ethics and honesty.  Like all successful organizations, we have built-in processes in our service model that ensure the delivery of the best possible result.  Our processes have been refined from decades of individual experience that come together to deliver excellence to our clients.  

 

We are excited about the future of our company and look forward to the opportunity to serve you or your clients.  We welcome inquiries and look forward to starting a conversation with you soon.

The Team