Glass Buildings

Investment
Banking For
Middle Market
Companies

Waypoint is a regional Investment Banking Firm focused on providing exceptional services to middle- and lower-middle market companies.

Our Services

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Mergers & Acquisitions

Our Expertise

  • Experts in Mergers and Acquisitions

  • Help Owners Buy and Sell Businesses

  • Have Proven Processes for Managing M&A Engagements

  • Develop Excellent Offering Materials that Tell the Right Story

  • Create a Market When Selling Companies to Maximize Value

  • Excellent and Experienced Negotiators

  • Strong Track Record of Mergers and Acquisitions Success

CFO
Consulting

Our Consultants

  • Strong Relationships with Private Equity, Venture Capital, and Lending Sources

  • Deep Market Knowledge and Insight

  • Creative in Structuring Deals to Get Them Funded

  • History of Successfully Raising Capital for Clients

  • We Have Been Lenders and Investors So Know How They Evaluate Opportunities

Capital
Sourcing

Our Advisors

  • In-Depth Financial Advice and Guidance

  • Financial Planning and Analysis (FP&A)

  • Financial Modeling

  • Business Plan Preparation

  • Investor and Board Presentations

  • Exit Planning

What We Do For Our Clients

  • Mergers and Acquisitions Advisory

    • Sell-Side Transactions

    • Buy-Side Transactions

  • Capital Sourcing

    • Debt Placements

    • Equity Placements

  • CFO Consulting

    • Financial Analysis

    • Business Plans and Presentations

    • Turnaround Management

    • Exit Planning

Why Use An Advisor

  • Our Investment Bankers are experts in Buy-Side and Sell-Side Mergers and Acquisitions and Capital Sourcing Transactions

  • They Can Help Business Owners Maximize the Value of Their Business

  • The M&A and Capital Sourcing Processes We Use Create A Competitive Market That Results in Better Terms for the Company

  • One-on-One Negotiations by the Owner Rarely Result in Terms as Good as Those Achieved by Creating a Competitive Market

Why Use Waypoint

  • We have significant transaction experience, advising on deals with a cumulative value of over $1 billion

  • A Senior Level professional will lead every engagement

  • Our C-level operational and private equity investing experience gives us an informed and unique perspective

  • Our team is highly credentialled – including advanced degrees in Accounting and Finance, the CPA and CFA designations, and holding investment banking securities licenses

  • We operate in an ethical manner with the highest degree of honesty and integrity

Who We Work With

  • Industry: All industries

  • Geography: Anywhere in the U.S.

  • Company Size: Revenue of $5 million to $100 million

  • Transaction Size: $3 million to $50 million

  • Experts in Mergers and Acquisitions.

  • Help Owners Buy and Sell Businesses.

  • Have Proven Processes for Managing M&A Engagements

  • Develop Excellent Offering Materials that Tell the Right Story

  • Create a Market When Selling Companies to Maximize Value

  • Excellent and Experienced Negotiators

  • Strong Track Record of Mergers and Acquisitions Success

Spotlight Transactions

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Mako Steel

Waypoint was engaged by management to sell the premier provider of construction services to the self-storage industry. Mako Steel designs, supplies, and installs steel structures for single-story and multi-story auto, boat, RV, and custom storage facilities. The team at Waypoint prepared the offering materials, presented the opportunity to numerous financial buyers and was able to create a strong market of buyers for the company. After a successful negotiation we sold the majority of this Carlsbad, CA-based company to a New York-based private equity firm. Management retained a significant portion of the equity with the hopes of continuing to grow the company with their new partner and having another large exit in the future.