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M&A & Capital Sourcing
For Privately Held Businesses
Our Services
What We Do For Our Clients
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Mergers and Acquisitions Advisory
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Sell-Side Transactions
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Buy-Side Transactions
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Capital Sourcing
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Debt Placements
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Equity Placements
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CFO Consulting
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Financial Analysis
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Business Plans and Presentations
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Turnaround Management
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Exit Planning
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Why Use An
Advisor
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Our Investment Bankers are experts in Buy-Side and Sell-Side Mergers and Acquisitions and Capital Sourcing Transactions
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They Can Help Business Owners Maximize the Value of Their Business
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The M&A and Capital Sourcing Processes We Use Create A Competitive Market That Results in Better Terms for the Company
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One-on-One Negotiations by the Owner Rarely Result in Terms as Good as Those Achieved by Creating a Competitive Market
Why Use
Waypoint
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We have significant transaction experience, advising on deals with a cumulative value of over $1 billion
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A Senior Level professional will lead every engagement
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Our C-level operational and private equity investing experience gives us an informed and unique perspective
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Our team is highly credentialled – including advanced degrees in Accounting and Finance, the CPA and CFA designations, and holding investment banking securities licenses
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All securities transactions are run through our wholly-owned broker-dealer, Waypoint Securities, LLC
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We operate in an ethical manner with the highest degree of honesty and integrity
Who We Work
With
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Industry: All industries
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Geography: Anywhere in the U.S.
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Company Size: Revenue of $5 million to $100 million
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Transaction Size: $3 million to $50 million
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Experts in Mergers and Acquisitions.
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Help Owners Buy and Sell Businesses.
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Have Proven Processes for Managing M&A Engagements
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Develop Excellent Offering Materials that Tell the Right Story
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Create a Market When Selling Companies to Maximize Value
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Excellent and Experienced Negotiators
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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.