Our Team

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James Holder
Managing Director

5314 S. Yale Ave.
Suite 1000
Tulsa, OK 74135


James Holder

Jim is a co-founder and Managing Director with Waypoint Private Capital.  Jim brings 39 years of experience split between financial and transaction advisory and building and managing operating companies. He spent ten years with PWC, an international financial services firm, serving large and middle market clients in the areas of assurance, due diligence and transaction structure for mergers & acquisitions, private placements of capital, and initial public offerings of capital. He then spent 15 years serving as a CFO, COO and President of companies in manufacturing and distribution, retail, finance, franchising, and software development. In 2004, he returned to his passion of serving business owners and their management teams.  Since that time, he has focused on providing Buy-Side and Sell-Side M&A Advisory Services, Capital Raise Services, and Exit Planning for business owners who desire to maximize their exit value while helping them identify and evaluate all available options in the transition of the ownership.

Jim’s career highlights include:

  • Significant experience in the areas of Investment Banking, Private Equity, C-Level Operations, and Financial & Transaction Advisory Services

  • Advisor to business owners in over 100 M&A and capital sourcing transactions

  • Leader in an industry roll-up that resulted in the purchase of the company by a Fortune 500 business

  • Founder of five financial services companies


Jim obtained his Bachelor of Arts degree in Economics and Finance from Westminster College in Fulton, MO, and his MBA in Finance and Accounting from the Walton School of Business at the University of Arkansas in Fayetteville, AR. In addition to being a founder of Waypoint Private Capital, he is also a registered representative through Waypoint Securities, having passed the Series 28, 63, 79, and 82 securities examinations.  Jim is  a CPA and is registered in the states of Oklahoma and Colorado.  Jim serves on the boards of several businesses and faith-based non-profit organizations.

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Steven G. Sprindis
Managing Director

104 King St.
Suite 301
Madison, WI 53703


Steven G. Sprindis

Steve is a Managing Director of Waypoint Private Capital, Inc. with over 25 years of financial advisory, private equity, investment management, and executive management experience. He has worked extensively with middle-market and early-stage companies as an executive, investor, and intermediary. Steve’s significant investment banking experience has always been focused on mergers and acquisitions, private placements of equity, and debt financings for privately owned companies.  His transactional experience is complemented by operational roles as Chief Financial Officer for the Noel Group, Compass Properties, Merchant Direct, and numerous CFO consulting clients.

Steve’s 25+ year career highlights include:
  • Advanced degrees in Accounting and Finance

  • Backgrounds in Investment Banking, Private Equity, C-Level Operations

  • Chartered Financial Analyst (CFA) designation

  • Series 24, 63, 79, and 82 securities exams passed

  • Registered Broker Dealer, Member FINRA | SIPC

  • 100+ transactions and $1.0bn in value


Steve earned an MBA from the University of Chicago, a BBA degree in Finance from the University of Wisconsin, and the CFA designation.  Steve is a member of the CFA Institute and is on the leadership team for the Wisconsin Chapter of the Exit Planning Institute.

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Dan Bales
Advisory Board

Dan Bales

Dan Bales is an Advisory Board member of Waypoint Private Capital.  He has spent his 45-year career in commercial banking and as a financial advisor to the CEOs of lower middle market companies.  Dan was the division head of Private Banking and Wealth Management for Boatmen’s Bank ($40 Billion Regional Bank based in St. Louis), and he was the co-founder and CEO of Alliance Bank based in Oklahoma City (sold in 1985).  Dan also served as the senior credit officer for two Oklahoma City community banks.

Dan joined the GiANT Family of Companies in 2008, co-founding GiANT Capital with Matthew Myers. As co-founder of GiANT Capital, Dan worked with business stakeholders to create strategies and financial solutions for a variety of companies in Oklahoma and throughout the Southwest.  Dan sold his ownership in the GiANT Companies in 2015 and subsequently founded Kelly Avenue Advisors (OKC), which provides strategic financial consulting and transition advisory services to small and medium size companies.


Dan’s 45+ year career highlights include:

  • Advised on over $400 million in successful debt & equity placements

  • Developed funding strategies for mergers and acquisitions in both banking and non-banking sectors.

  • Long history in commercial banking and financial advisory

  • M&A experience as both an owner and advisor

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Fletcher Bennett
Managing Director

Fletcher Bennett

Fletcher is a Managing Director with Waypoint Private Capital. Fletcher brings a breadth of deal-related experience to the firm, having held roles and participated in private equity and investment banking transactions. Before Waypoint, Fletcher was with Infinity Capital Partners where he managed M&A and capital-raise assignments across various industries. Prior to Infinity, Fletcher worked in private equity where he led the due diligence efforts of potential investments, acquisitions, and other strategic opportunities, in addition to helping manage the firm’s real estate and energy funds. During his career, Fletcher also worked on a trading floor in New York, focused on supporting the firm’s institutional fixed income broker services.

Fletcher’s career highlights include:


  • Backgrounds in Investment Banking, Private Equity, and Consulting Services

  • Advanced degrees in Finance and Energy

  • Registered representative, having passed the Series SEI, 63, 79, and 82 exams.


Fletcher received an MBA in Finance and a Graduate Certificate in Energy as part of a selective program consisting of coursework from the University of Oklahoma and New York University. He received a BBA from Oklahoma Baptist University, double majoring in Finance and Marketing.

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Dale Gillmore
Managing Director

Dale Gillmore

Dale is a Managing Director of Waypoint Private Capital and brings over 25 years of M&A and family office experience working closely with privately held business owners in clarifying and executing their business and personal goals, estate and income tax strategies, succession plans, liquidity events, and asset protection solutions. Dale is the Founder of Quest, a business advisory firm dedicated to helping business owners reach their goals and prepare for transitions. In addition to his role as an M&A partner at Waypoint Private Capital, Dale serves as the firm’s lead partner in tax planning and execution for our client’s.


Dale co-founded BGW CPA’s and grew it to be one of the largest accounting, tax and business consulting CPA firms in the Charlotte, NC market. In his prior work at Ernst & Young and UHY Advisors, he led several M&A transactions and tax consulting projects including the facilitation of tax and M&A projects for one of the world’s largest energy companies.

Dale's career highlights include:

  • Lead tax consultant for a wide variety of mergers and acquisitions, including a $6 billion transaction.

  • 25+ years of leadership in several financial service organizations, with a focus on providing clients with operational, succession planning, exit planning and M&A needs.

  • Registered representative with FINRA through Waypoint’s affiliate, Waypoint Securities, Inc., having passed the Series SIE, 3, 63, 79 and 82 exams. 

  • Founder of the Make an Impact Foundation which has funded and built over $3.0 million of projects benefiting underprivileged children in the Charlotte region since 2010.

Dale holds a Master of Science in Taxation from Walsh College as well as a Bachelor of Science in Business Administration from Central Michigan University. Dale is a CPA and is registered in the state of North Carolina. Dale has a passion for helping children and enjoys working with the Make an Impact Foundation to ensure its success well into the future. Dale received the Outstanding Emerging Philanthropist award in 2015 by the Association of Fundraising Professionals Charlotte Chapter.

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Kevin Guy
Managing Director

Kevin Guy

Kevin is a Managing Director with Waypoint Private Capital and a Managing Partner with our associated independent sponsor Wellington Private Capital.  He is a seasoned M&A and operations professional with over 20 years of cross functional experience in various manufacturing, distribution and professional service companies. Client industries include Automotive, Food Processing, Medical Device Manufacturing, Specialty Chemicals, Specialty Metals and Pharmaceutical Manufacturing.  With P&L experience in entrepreneurial start-ups, middle market and Fortune 1000 companies, Kevin is known for his ability to lead cultural transitions as well as developing high-performing sales teams that deliver accelerated, profitable, top line revenue growth. He has considerable experience with merger and acquisition transactions and post-acquisition integration activities.

Kevin’s 30+ year career highlights include:

  • Background in M&A and C-Level Operations

  • Senior Vice President / Managing Director for a privately held global contract manufacturer

  • Vice President of US Sales fora NYSEtraded Fortune 1000 firm

  • Managing Partner / Principal for a Consulting Firm specializing in the design and implementation of Management Systems

  • Specializes in bottom line growth trajectory through the application of methodical continuous improvement processes that include Kaizen, Lean Management, Business Process Re-engineering, Sandler Training and other proven philosophies and practices.


Kevin earned a Bachelor of Science degree in Biology from the University of Indianapolis and an MBA from Indiana Wesleyan University where he was the recipient of the University’s Outstanding Professional Award.

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Randy Meier
Managing Director

2821 Alliance Pl.
Suite 2
Springdale, AR 72764


Randy Meier

Randy is a Managing Director of Waypoint Private Capital, Inc. with over 30 years of financial consulting, entrepreneurial management, executive management, and private investing experience. He has worked extensively with middle-market and early-stage companies throughout his career. After starting his career as a CPA with Coopers & Lybrand, Randy became an entrepreneur. He and his wife started and sold DMD Industries, a wholesale paper business that grew to 450 employees by the time they sold it. They then started Canvas Corp., which manufactured products for the retail craft industry. Canvas Corp. made numerous strategic acquisitions throughout the U.S. Randy gained invaluable M&A experience as an entrepreneur who started, bought, and sold many companies.

Randy’s 30+ year career highlights include:


  • Degree in Accounting

  • Entrepreneur who started, bought, and sold many companies

  • Certified Public Accountant (CPA) designation


Randy earned an a BBA degree in Accounting from the University of Arkansas, and subsequently passed the CPA exams.

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Mark Morelli
Managing Director

5314 S. Yale Ave.
Suite 1000
Tulsa, OK 74135


Mark H. Morelli

Mark is a Managing Director of Waypoint Private Capital, Inc. He has over 30 years of M&A and executive management experience.

Mark’s career highlights include:

  • Led a $300MM+ acquisition from initial bidding strategy, through due diligence, negotiations, and closing for a Fortune 500 company

  • Private equity executive who led many direct investment for the firm and managed the portfolio companies post investment

  • Grew a technology and software company by over 250% in three years through acquisitions and organic sales

  • Entrepreneurial executive who has managed most functional areas within a number of companies


Mark earned his Bachelor of Economics and Environmental Science from Butler University in Indianapolis, IN. Mr. Morelli is an active member of his church, is a lifetime board member of the Tulsa Boys Home, is a leader of Journey Men’s ministry, and helps support the Little Light House of Tulsa.

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Stig Rahm
Managing Director of
Business Development

104 King St.
Suite 301
Madison, WI 53703


Stig Rahm


Stig is a Managing Director of Business Development at Waypoint Private Capital with over 30 years of financial advisory, investment management, and entrepreneurial experience.  He has worked extensively with middle-market and family-owned companies throughout his career. Stig spent over 25 years as a financial advisor with Morgan Stanley and has been an owner of a food processing company for over 21 years.

Stig's 30+ year career highlights include:

  • Degree in Management and Accounting

  • Backgrounds in Investment Banking, Financial Advisory, Family Businesses, Entrepreneurship

  • Certified John Maxwell Trainer

  • Has helped many entrepreneurs successfully exit their businesses


Stig earned a BS in Management and Accounting from the University of Wisconsin-Eau Claire.

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Bruce Skaistis
Managing Director

5314 S. Yale Ave.
Suite 1000
Tulsa, OK 74135


Bruce Skaistis

Bruce is a Managing Director at Waypoint Private Capital with over 40 years of experience as a business executive and in financial and operational consulting.  He started his career with Andersen Consulting, before working for Bank of Oklahoma.  He then started and sold a software development company.  Bruce then moved into consulting, helping companies improve their performance and value, and helping them prepare for and execute on the sale of their business. 


Bruce's 40+ year career highlights include:

  • Advanced degree in Finance

  • Background in Exit Planning and M&A

  • Expert in enhancing company value prior to a sale

  • Has worked with companies in manufacturing, healthcare, chemicals, oil and gas, business services, distribution, technology, financial services, and packaging industries


Bruce earned a BSBA in Finance and Economics from the University of Tulsa and an MBA from Oklahoma State University.