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Biographies

Jim Holder_Tulsa Oklahoma

James Holder
Co-Founder
Managing Director

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


918.633.2647
jholder@waypointprivatecapital.com

  • LinkedIn

James Holder

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 and acquisitions, private placements of capital, and initial public offerings of capital.

Jim 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 30+ year 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 and is a member of the Oklahoma Business Ethics Consortium.

Check out Jim's articles and videos in our Insights section. 

James E. Holder
Steven Sprindis
Steve Sprindis_Madison Wisconsin

Steve Sprindis
Co-Founder
Managing Director

104 King St.
Suite 301
Madison, WI 53703


608.515.3354
ssprindis@waypointprivatecapital.com

  • LinkedIn

Steve Sprindis

Steve has 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.

Check out Steve's articles and videos in our Insights section. 

Dan Bales_Oklahoma City Oklahoma

Dan Bales
Advisory Board

  • LinkedIn

Dan Bales

Dan began his business career in 1971 as a management trainee at Liberty Bank, OKC., where he eventually became a commercial lender. In 1982, he was a co-founder of Alliance Bank NA , OKC and served as the bank’s first President and CEO. After the Bank was purchased in 1985, Bales continued his banking career as EVP of a Founders Bank, OKC, which was eventually purchased by Boatmen’s Bank, St. Louis in 1992. Bales served as the Oklahoma Division Head of Private Banking for Boatmen’s Bank until the bank was sold in 1996.

Dan's non-banking career includes being President and owner of a multi-state wholesale distribution company, President & CEO of an award-winning manufacturing company, and EVP and CFO of a privately owned fully licensed NASD investment / securities firm.

In 2002, Mr. Bales started his own consulting firm, serving small to medium sized companies in the banking sector with a focus on growth and capital strategies. In 2008, Bales was asked to join GiANT Partners, OKC where he co-founded and co-managed GiANT Capital, continuing to focus on assisting small to medium size companies. Bales sold his interest in GiANT in 2014. During his tenure as an independent consultant and with GiANT, Bales closely worked with a variety of U.S. Midwestern businesses and business owners, resulting in debt and equity placements totaling over $500 million.


Dan’s 45+ year career highlights include:

  • Advised on over $500 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

Dan holds a BA from the University of Oklahoma, majoring in Industrial Psychology. He is an active Board Member of New View Oklahoma, Executive Partner at Great Range Capital, Kansas City, and a member of Crossing Community Church, Oklahoma.

Dan Bales
Amy Cole_Tulsa Oklahoma

Amy Cole
Advisory Board,
Business Development

  • LinkedIn

Amy Cole

Amy has over 30 years of extensive experience working for domestic and international premium manufacturing brands such as Hilti, Kohler, Apogee Enterprises, and IMI Engineering. She served in a variety of senior executive and board member positions.

 

Her success in these multi-channel manufacturers across a broad range of functions including sales, marketing, product development, operations, manufacturing, supply chain, and general management make her an ideal member of the Waypoint Team and uniquely qualified to advise the lower middle-market business owners, management teams, and advisors we work with. 

 

She offers professional insights into complex business problems and connects quickly with personnel from all levels inside of the business enterprise. 

 

Amy’s 30+ year career highlights include:
 

  • Strategy and execution

  • Financial performance improvement

  • Talent optimization and succession planning

  • Manufacturing and assembly

  • Multi-channel sales and distribution

  • Strategic procurement and supply chain

  • Digital transformation

 

Amy lived and worked in various U.S. and Latin America locations and is fluent in Spanish.

She holds an MBA in Finance from the University of Tulsa and bachelor’s degree in Romance languages from Colorado College and completed executive courses on branding and change management at the International Institute for Management Development (IMD) in Lausanne, Switzerland, and the BoardAccess Program through InForum, a women’s leadership forum in Michigan.

Amy Cole
Dale Gillmore_Charlotte North Carolina

Dale Gillmore
Managing Director

Dale Gillmore

Dale 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 25+ year 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.

Dale Gillmore
Kevin Guy_Kansas City Kansas

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 for a NYSE traded 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.

Kevin Guy
Jed Hutton
Jeb Hutton_Denver Colorado

Jeb Hutton
Managing Director

  • LinkedIn

Jeb Hutton

After more than 25 years of professional experience, Jeb possesses extensive experience in private equity, venture capital, investment management, and financial consulting. After a recent move from Houston to Denver, his significant mergers and acquisitions background led him to join Waypoint Private Capital as a Managing Director.

Jeb earned his MBA in 2002, graduating from Rice University’s Jesse H. Jones Graduate School of Management. His career then began at J.P. Morgan and Arthur Andersen, where he worked as an analyst focused on M&A, corporate restructuring, and equity research. Later, he joined S-1 Venture Partners, a private-equity firm specializing in seed funding and early-stage investment.

Jeb recently served as interim CFO for a portfolio company, where he managed the finance/accounting department, tracked cash flow and financial planning, provided financial strategy recommendations to the CEO, and worked alongside the executive team to raise growth capital.
 

Additionally, he has devoted more than a decade to providing forensic accounting and financial consulting for court cases including divorce, probate, and commercial damages for various estates, corporations, and business entities.

 

Jeb’s 25+ year career highlights include:

  • Financial consulting, equity research, financial modeling, and private investing experience

  • Tracing and characterization as a financial expert in court cases with over $2B in total assets

  • Interim CFO for portfolio company

  • Extensive experience consulting for start-up companies and assisting in early stage capital raise


When not helping entrepreneurs buy, sell, or expand their businesses, Jeb volunteers with There With Care and the Ronald McDonald House where he can support critically ill children and their families. In his free time he enjoys working out, hiking in the Colorado outdoors, and playing poker.

Randy Meier_Northwest Arkansas

Randy Meier
Managing Director

2821 Alliance Pl.
Suite 2
Springdale, AR 72764


479.879.4280
rmeier@waypointprivatecapital.com

  • LinkedIn

Randy Meier

Randy has 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, Randy and his wife started and sold DMD Industries, a wholesale paper business that grew to 450 employees at the time of the sale.

 

They then started Canvas Corporation, which manufactured products for the retail craft industry. Canvas Corporation made numerous strategic acquisitions throughout the U.S.

 

Randy gained invaluable M&A experience as an entrepreneur who started, bought, and sold many companies and is a valuable asset to Waypoint Private Capital and our clients. 

Randy’s 30+ year career highlights include:

  • Entrepreneur and business owner who started, expanded, bought, and sold numerous companies.

  • Certified Public Accountant (CPA) designation

 

Randy earned an BBA degree in Accounting from the University of Arkansas, and is a Certified CPA.

Randy Meier
Mark Morelli_Tulsa Oklahoma

Mark Morelli
Managing Director

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


918.760.9529
mmorelli@waypointprivatecapital.com

  • LinkedIn

Mark Morelli

Mark has over 30 years of M&A and executive management experience.

Mark’s 30+ year 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.

Mark Morelli
Stig Rahm
Stig Rahm_Madison Wisconsin

Stig Rahm
Managing Director,
Business Development

104 King St.
Suite 301
Madison, WI 53703


608.235.9833
srahm@waypointprivatecapital.com


 

Stig Rahm

Stig has over 30 years of financial advisory, investment management, and entrepreneurial experience.
He spent over 25 of those years as a financial advisor with Morgan Stanley and has been an owner of a food processing company for over 21 years.

He has worked extensively with middle-market and family-owned companies throughout his career.

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.

Bruce Skiastis
Bruce Skiastis_Tulsa Oklahomag

Bruce Skaistis
Managing Director

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


336.306.3805
bskaistis@waypointprivatecapital.com

  • LinkedIn

Bruce Skaistis

With over 40 years of experience as a business executive and financial and operational consultant, Bruce started his career with Andersen Consulting before working for Bank of Oklahoma. Continuing his M&A education, he worked for various firms offering buy-side, sell-side, and capital acquisition support to small and middle market companies.

Building on his M&A expertise, Bruce founded, managed, and successfully sold a software development company before going into M&A consulting full-time. 

Today, Bruce uses his vast M&A experience to help Waypoint's business owner clients and their management teams improve their company's value and performance and helps them prepare to sell or exit their company. 

 

Bruce's 40+ year career highlights include:

  • Identifying and helping business owners enhance their company's value prior to a sale

  • Expertise in developing performance and value enhancement strategies 

  • M&A experience in multiple industries including: manufacturing, healthcare, chemicals, oil and gas, business services, distribution, technology, financial services, and packaging industries

  • Advanced degree in Finance

 

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

Jeff Wills
Jeff Wills_Oklahoma City Oklahoma

Jeff Wills
Managing Director

2944 Via Esperanza
Edmond, OK 73013


405.409.1303
jwills@waypointprivatecapital.com

  • LinkedIn

Jeff Wills

Throughout Jeff's career, he advised and mentored business owners and professionals all over the country. His passion to help other entrepreneurs like himself buy, grow, and sell their companies as well as his reputation for identifying client needs and exceeding their expectations led him to join the Waypoint Private Capital team. 

Jeff has been a leader and a driving force in developing the homecare industry and redefining the standard of care in home health for over 25 years. He co-founded, managed, and sold two home healthcare businesses to recognizable brand-named companies. He also held C-suite leadership roles in multiple regional and national organizations.

Jeff's 25+ year career highlights include:

  • Leader and driving force in redefining standard of care in home health

  • Entrepreneur and passion for mentoring other business owners

  • Co-founded and sold multiple healthcare companies to recognizable brand-named companies​​

  • Companies during his leadership tenure recognized as 'Top Fast Growing Business'

  • Held C-suite leadership positions with day-to-day management experience

 

Jeff served as Treasurer on the Board and Executive Committee for the National Home Infusion Association based in Washington D.C. and holds leadership and membership positions in various for-profit and non-profit organizations.  He holds a bachelor’s degree in Accounting and Computer Science from Southwestern Oklahoma State University. 

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