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M&A Advisory Firm Experts

About Us

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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Cumulative Deal


Years of Team


Client Transactions


Years In

How We Can Help Your Business

M&A Advisory

Capital Sourcing

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

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

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 through the process, we're here.

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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