M&A & Capital Sourcing

For Privately Held Businesses 

Our Services


Mergers & Acquisitions

  • Sell Companies

  • Buy Companies


  • Equity Placements

  • Debt Pacements


  • Strategy and Plan to Increase Company Value

  • Prepare Every Area of Company for the Transition

Business Meeting

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


  • 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


  • 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


  • 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

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.