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M&A Advisory Firm Experts

About Us

Waypoint Private Capital is an investment banking firm that delivers top-tier M&A advisory and capital sourcing services, typically reserved for large companies, to middle-market clients. Our passion is to assist business owners and their privately held companies through the critical stages of their business lifecycle.

The M&A Firm Trusted by Business Owners

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$1 Billion+

Cumulative Deal Value Advisement

425+

Team Career
Expertise

100+

Client
Deal Transactions

15+

Years In
Business

How We Can Help Your Business

M&A Advisory

Selling & buying companies is stressful. You'll want a partner with unmatched experience... 

Capital Sourcing

There comes a time when every company needs capital to grow or restructure... 

Business Valuation

Deciding if now is the right time to sell. Don't know how much your business is worth...

Waypoint Private Capital provided first-class representation for our proud, family-owned business. They are experts in helping business owners evaluate their options in a possible sale transaction, and in completing the sale itself.

Simply stated - we couldn’t have sold our business without them. They found us the perfect partner and we are thrilled the new owners will carry on the company and my family's legacy.
Chuck Cooley, CEO and Former Owner
Swanda Aerospace

  • Valuate Your Business
    Our assessment helps you determine if you're ready to sell now and what steps to take before you begin the sale process. Here's how: Objective Advice — Receive objective advice aimed at answering the following questions – Should I sell my business now? If so, what steps do I need to take before I put my business on the market? If not, what steps do I need to take to maximize its value for a future sale? Useful Information — This includes a series of reports and other useful information that will guide you through this decision. What’s Included — A valuation, normalized financials, sales strategy, exit plan, and in-person review. Waypoint Private Capital's assessment is designed to allow you to fully evaluate your decision before committing to the sale.
  • Marketing Your Business
    We craft compelling listings and utilize our vast network to connect you with serious, vetted buyers.
  • Go-To-Market
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  • Auction & Negotiations
    Our skilled negotiators work on your behalf to secure the best possible terms and price.
  • Due Diligence & Closing
    We guide you through the final steps of the sale process, ensuring a smooth and successful transfer.

Know of a Business Owner
That Needs M&A Advice

We value our relationships with referral sources and finders, including financial advisors, lawyers, bankers, and estate planners. If you have questions about the M&A process or need a partner to guide you and your client through selling or buying a business, sourcing capital for debt restructuring or equity growth, or understanding how much the business is worth, we can help.

Educate Your Team M&A Lunch & Learns

Expanding your M&A knowledge and expertise helps you develop better business strategies for
your clients.

 

We offer in-person or online presentations to guide you and your team through the M&A process.

 

These sessions cover critical aspects, potential pitfalls, and key considerations you should know when selling, buying, ensuring you are well-equipped to navigate M&A transactions successfully.

Refer a Business Owner or Company

Working with business owners? Trusted advisors
to business owners are frequently involved in evaluating when it's time
to sell a business, buy a business, or source capital to restructure or grow.

 

If you or a business owner you know would benefit from partnering with a trusted and experience investment banking firm, contact us to learn more about our referral program and how we can help you advise your clients.

Work in the
M&A Industry

We're growing and are looking for seasoned investment bankers, C-suite executives,

or former business owners that want to join our team.

 

We offer team members exclusive access

to our M&A networks and markets, 1:1 mentorship

and training programs, technology and marketing support as well as a

protected geographic

location, giving you exclusive access to a designated
market area and potential clients.

 

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