We founded Waypoint in 2009 as a successor to a private equity firm and a merchant bank, for the purpose of bringing senior level expertise in an investment bank to the widely underserved lower middle market.  Our partners are former business owners and C-level executives in a broad range of industries including manufacturing and distribution, construction, retail, business services, technology, and financial services. 

Our Philosophy

We are a service organization.  We serve business owners and their management teams by helping them identify and execute opportunities that will lead to growth and to an increase in the value of the enterprise.  We only take on engagements for which we have confidence in Waypoint being the right fit for our client’s needs.  We invest in the relationships and believe that chemistry between our partners and our clients is very important.  Finally, we operate with the highest level of ethics and honesty because; that’s just who we are.

Our Expertise And Experience

Our team has completed transactions with cumulative value in excess of $1.0 billion.  We are highly credentialed and have significant experience working with companies of all sizes, from Fortune 500 companies to smaller businesses that are locally-owned and managed.  We have a unique blend of experience that is balanced between owning and operating companies, and in providing M&A and capital raise services for companies and their owners.

Our Commitment To Results

Like all successful organizations we have built-in processes in our service model that ensures the delivery of the best possible result.  The processes have been refined from decades of individual experience that come together at Waypoint.  All of our client engagements focus on informative communication throughout the life of the relationship.  We drive results to our clients through strategic planning sessions that open the door to discover all options available in the growth of the company.  This entails our core services of Buy-Side, Sell-side Advisory, Capital Raise, and Exit Planning.

The Team

James Holder.png

James E. Holder
Managing Director

Steve Sprindis.png

Steve Sprindis
Managing Director

Fletcher Bennett.png

Fletcher Bennett
Managing Director

Kevin Guy.png

Kevin Guy
Managing Director

Randy Meier.png

Randy Meir
Managing Director

Russell Moore.png

Russell Moore
Managing Director

Mark Morelli.png

Mark Morelli
Managing Director

Happy Businessman

Place Holder
Managing Director