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Mergers and Acquisitions

Meet Your Team

Get to know the dedicated professionals who drive our success. Each team member brings a wealth of experience and expertise, committed to delivering exceptional results while guiding our clients through the biggest and most important transaction they will undertake as a business owner.

$1B+

425+

100+

15+

Cumulative Deal
Value
Years of Team
Experience
Client Transactions
Years In
Business
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Jim Holder

Co-Founder and Managing Director
Waypoint Private Capital
Tulsa, Oklahoma

40+ Years of M&A Experience: Jim's M&A experience and expertise spans financial and transaction advisory as well as building and managing operating companies. 

100+ Transactions: He has successfully participated in over a hundred M&A and financing transactions, leveraging his extensive expertise to facilitate smooth and strategic mergers and acquisitions and financings. With his deep understanding of both sell-side and buy-side processes, capital sourcing and business valuation, Jim has consistently helped business owners achieve optimal outcomes in their transitions. 
 

Industry and Community Involvement: Jim is actively involved in various industry and community organizations, notably Association for Corporate Growth (ACG), Oklahoma Business Ethics Consortium, and Oklahoma Society of Certified Public Accountants. Additionally, he has served as a current and former board member for several businesses and faith-based non-profit organizations. 
 

Keynote Speaker and Conference Panel Moderator: Jim has been a frequent keynote speaker and panel moderator for events discussing M&A and capital sourcing.

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Steve Sprindis

Co-Founder and Managing Director
Waypoint Private Capital
Madison, Wisconsin

30+ Years of M&A Experience: Steve's expertise in sell-side and buy-side M&A, capital sourcing, private equity, investment management, and executive leadership spans over 30 years. 
 

100+ Transactions: He has worked extensively with middle-market companies as an investment banker, executive, and investor. Steve’s significant investment banking experience has been focused on helping business owners sell their companies, expand through acquisitions, private placements of equity, debt financings, and value enhancement strategies.
 

Industry and Community Involvement: Steve is actively involved in various industry and community organizations, notably Exit Planning Institute (EPI) -Wisconsin's Chapter, CFA Institute, and Turnaround Management Association (TMA). 
 

Keynote Speaker and Conference Panel Moderator: Steve has been a frequent keynote speaker and panel moderator for events discussing M&A and capital sourcing.

Co-Founders
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Dan Bales
Oklahoma City, OK

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Kevin Guy
Kansas City, KS

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Mark Morelli

Tulsa, OK

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Jeff Wills
Oklahoma City, OK

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Amy Cole
Tulsa, OK

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Jeb Hutton
Denver, CO

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Stig Rahm

Madison, WI

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Dale Gillmore
Charlotte, NC

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Randy Meier
Northwest, AR

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Bruce Skaistis
Tulsa, OK

Team Members
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