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Our Story

Waypoint Private Capital was founded 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 and 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. 


Our team is passionate about working with business owners and entrepreneurs to assist them in developing and executing strategies to grow and enhance the value of their company, including acquiring other companies, sourcing capital for growth and recapitalization, and ultimately, to sell their company at the right time and for the right price.   


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.

Our Team

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