Services

M&A Capital Sourcing Let U Help You Navigate Your Company's Next Move

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 transaction of a business owners 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 help business owners navigate the process and avoid 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 need to have the right connections with investors and lenders, and understand the current market 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 exit their business, either by selling it, liquidating it, or passing it on to their family.  Exit planning prepares business owners for the exit by helping them increase the value of their business, reduce its risks, get organized for a sale, and helping the owners with tax and wealth management planning.

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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