Services

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M&A | Capital Sourcing

Let Us Help You Navigate . . .

 

Mergers & Acquisitions

Mergers and Acquisitions, whether pursuing a sell-side M&A transaction or a buy-side M&A transaction, are often the largest financial transactions of a business owner’s career.  Although they are highly desirable transactions, they are very complicated transactions that are fraught with risks.  The professionals at Waypoint Private Capital have spent their careers working on mergers and acquisitions transactions and can guide business owners through the process and help them achieve their goals while avoiding as many risks as possible.

Selling A Business

  • Determine Owner's Objectives, Strategy, and Limitations

  • Determine Expected Valuation Range

  • Prepare Communication Materials Including an Offering Memorandum and Executive Summary

  • Prepare a Financial Model

  • Approach Prospective Buyers and Create a Market for the Company to Maximize Value

  • Negotiate Maximum Value

  • Help Our Clients to Navigate the Due Diligence and Closing Processes

  • Work with the Legal Team to Keep the Sale on Track and Get it Closed

Buying A Business

  • Determine Management Objectives and Capabilities

  • Prepare a List of Possible Acquisition Targets

  • Prepare Target Solicitation Materials

  • Contact All Target Companies and Gather Information

  • Help Management Evaluate and Value Prospects

  • Prepare Offers for Chosen Targets

  • Assist Management in Negotiating the Purchase Price and Other Terms

  • Assist Management through Due Diligence and Closing

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Capital Sourcing

Most companies need to raise capital at some time in their existence, whether it is equity to fund growth or acquisitions, or debt to fund working capital or equipment purchases.  To properly raise capital, companies present the investors/lenders with a detailed overview of the company, on how they are going to use the capital, and how the investors/lender will eventually get their capital returned.  Companies also need to have the right connections with investors and lenders, and understand the current market trends and terms.  The professionals at Waypoint Private Capital have helped dozens of companies source and negotiate institutional equity and debt.  We help business owners navigate the capital sourcing process and negotiate the best possible terms and structure, while also picking a partner that is a good fit for the company.

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Equity Raise
Advisory Services

  • Determine the Optimal Capital Structure and Appropriate Amount of Equity to Raise​

  • Prepare Offering Materials​

  • Prepare a Financial Model​

  • Approach Institutional Investors

    • ​Private Equity Firms

    • Venture Capital​ Firms

  • Assist Management in Reviewing and Negotiating Offers​

  • Assist Management through Due Diligence and Closing

Debt Raise
Advisory Services

  • Determine the Optimal Capital Structure and Appropriate Amount and Type of Debt​

  • Prepare Offering Materials​

  • Prepare a Financial Model​

  • Approach Lenders

    • Banks

    • Mezzanine and Subordinated Debt Lenders

    • ABLs

    • Factors

    • SBA and USDA Lenders​

  • Assist Management in Reviewing and Negotiating Offers​

  • Assist Management through Due Diligence and Closing

 

Exit Planning

All business owners will eventually leave their business, whether it is because they chose to sell the business to outsiders, insiders, or family, or because they pass away and leave the business to their heirs.  Exit planning is the process of taking control of how an owner will exit the business and taking steps to maximize value in the case of a sale, or ensure a smooth transition if the business is being left to family members.  The professionals at Waypoint Private Capital specialize in helping business owners prepare for the sale of a business by identifying those areas of the business that should be improved prior to the sale and putting a plan in place to make those improvements.  In 100% of the businesses we have sold, we have wished we had the opportunity to work with the owners one to three years in advance of the sale because we could have helped them improve the value of the company.

Exit Planning
Services

  • Sale option discussions and analysis

  • Business review and discovery of opportunities to increase the value of the business through increases in EBITDA or reduction of risks associated with the business

  • Prepare a valuation of the business prior to improvements

  • Strategic plan prioritizing improvements that will lead to the greatest increase in valuation upon sale

    • Examples of areas for improvement includes items such as expanding sales activity, decreasing customer concentration, fixing holes in the management team, and making sure financial statements are “clean.”

  • Set and measure progress towards goals using KPIs and other management tools

  • Assemble and lead team of advisors for:

    • Tax Planning (through our partners)

    • Wealth and Estate Planning (through our partners)

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