top of page

Why Choose Waypoint Private Capital

Expert M&A Advisors,
Capital Sourcing Partners, and
Business Valuation Specialists  

Co-Founder on Your Team

At Waypoint Private Capital, you're in the C-suite. You'll work directly with one of the co-founders, Jim Holder and Steve Sprindis, as well as local, industry, and/or experienced team members. 

Work With an Experienced Team

You're hiring a team of professionals when you work with Waypoint Private Capital. Your team of senior level professionals skillfully handles the complexities of the M&A and capital sourcing processes. We will work with you until the last document is signed and the transaction is complete.  

Your Confidentiality is Our Top Priority

We recognize the importance of confidentiality to you, as it is crucial for a successful sale. Your confidential information is never disclosed without a signed confidentiality agreement. Information about your business is shared with potential buyers in a staged manner, with only the buyer who signs the Letter of Intent getting access to the most sensitive information. We ensure strict confidentiality at every stage, working closely with you to protect your interests. 

Quality Over Quantity

We work closely with a small number of business owners every year. We are selective in choosing which companies we will work with and won't engage with a company unless we have a high degree of confidence that we can successfully help the company complete their transaction. Taking the time to get to know each other and build trust is important to us. 

Streamlined and Simple Processes

All successful businesses are process driven, and we're no different. Over the past 15 years, we have perfected our deal processes. Whether you're selling a business, buying a business, raising debt, or raising equity, we ensure the steps of your journey are as clear and simple as possible. This proven framework offers tangible steps to minimize risk and maximize value. 

We Tailor Our Approach to Your Business

There's only one business in the world like yours. Work with a team that gives you the individual and specialized attention you deserve. We customize each stage of our process to your specific situation, needs, and goals. 

Nationally and Locally
Recognized Thought Leaders

The advisors at Waypoint Private Capital have been sharing their knowledge in national and local publications and lending their expertise to organizations since 2009.

EPI_Wisconsin Chapter Logo_06_edited.jpg


Thank you for submitting.

bottom of page