5314 S. Yale Ave.
Tulsa, OK 74135
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.
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 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 and his wife, Barbie, have 5 grown children and blessed to have 9 grandchildren.
Amy has extensive experience in domestic and international premium brands such as Hilti, Kohler, Apogee Enterprises, and IMI Engineering.
Her experience as a senior executive and board member and 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
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.
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.
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 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.
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. 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 BBA degree in Accounting from the University of Arkansas, and subsequently passed the CPA exams.
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.
Stig has 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.
Bruce has 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.