M&A Advisory &
Capital Sourcing Services
Let Us Help You Navigate
Our mission is to advise privately held
middle-market companies through their most critical financial transactions.
M&A Advisory Services
Sell a Business / Buy a Business
Selling and buying a business requires meticulous planning, strategic thinking, and expert execution. The process is not just about the transaction itself but about maximizing value and ensuring long-term success for both the seller and the buyer.
Selling a business is a complex undertaking with which most business owners don't have any experience. It requires thorough preparation, careful positioning of the company, and running a competitive sale process that results in a sale for maximum value. We help business owners navigate every step of this complex process.
Buying a business is equally complex. We help our clients carefully develop and articulate their acquisition strategy, do the heavy lifting of developing and contacting the list of targets, and negotiating, structuring, and closing on the acquisition.
Ultimately whether you're selling or buying a business, having Waypoint Private Capital on your team to act as a trusted advisor, guiding you through every step of the process is crucial in navigating the complexities of an M&A transaction.
Capital Sourcing Services
Debt Raise / Equity Raise
Most companies need to raise capital at some time in their existence, whether it is debt to fund working capital or equipment purchases or equity to fund growth or acquisitions. To properly raise capital, companies need to understand their options, have the right connections with lenders and investors, and know what information to present to the capital sources and how to negotiate the best terms.
The professionals at Waypoint Private Capital have helped hundreds of companies source and negotiate debt and equity. We help privately held middle-market, companies navigate the capital sourcing process, so they receive the most competitive terms and structure, while choosing the financing partner that is the best fit for the company.
Business Valuation Services
Business Valuation &
Value Enhancement Strategies
Whether you plan to sell your business in three years or are ready to sell now, getting a business valuation is an important first step for planning and setting proper expectations. The valuation doesn’t need to be an expensive formal valuation, but rather can be an informal valuation that results in the same information for the business owner – the valuation they can expect when they sell their company.
For those business owners who have one or more years before they plan to start on the sale of their business, we can implement our value enhancement services. These services involve helping the owner understand how a buyer will evaluate their business, then developing a strategy to increase the value of the company prior to selling.
Merger and acquisition and capital sourcing transactions are some of the biggest and most complex and important transactions business owners will engage in.
Don’t take the chance of undertaking these transactions on your own. Waypoint Private Capital can provide expert guidance to you and your management team to ensure a positive outcome.
