Our Background, Philosophy and Passion

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 Mergers & Acquisitions and Capital Sourcing to owners of privately held businesses.  Our partners are highly credentialed and are former business owners and C-level executives from a broad range of industries including manufacturing, distribution, construction, retail, business services, technology, software development and financial services.


Our passion is working with entrepreneurs and business owners and in assisting them in developing and executing strategies for buying and selling companies, sourcing capital for growth and recapitalization, and in planning and executing their exit.  In serving our clients we bring our expertise to bear with a focus on building trusted relationships around clear and effective communication, along with the highest degree of ethics and honesty.  Like all successful organizations we have built-in processes in our service model that ensure the delivery of the best possible result.  Our processes have been refined from decades of individual experience that come together to deliver excellence to our clients.  


We are excited about the future of our company and look forward to the opportunity to serve you or your clients.  We welcome inquiries and look forward to starting a conversation with you soon.

The Team