About Waypoint Private Capital
M&A Advisory &
Capital Sourcing Firm
Advising privately held middle-market
business owners and entrepreneurs
Our Story
Waypoint Private Capital, founded in 2009, is an investment banking firm specializing in M&A advisory services for U.S. based privately held middle-market businesses. We have experience and expertise across a variety of industries, with significant experience in the manufacturing and healthcare services sectors.
The boutique firm emerged as the successor to a private equity and investment banking firm with which co-founders Jim Holder and Steve Sprindis were previously affiliated.
Over the past 15 years, Waypoint Private Capital has helped hundreds of business owners acquire other companies, source capital for growth and recapitalization, and sell their company for maximum value.
We are excited about the future of our company and look forward to working with you or your clients. We welcome all inquiries and referrals and are always happy to answer any questions you may have.
Our Mission, Passion, & Values
Our Mission
At Waypoint Private Capital, our mission is to guide business owners through what is likely the biggest transaction of their lives. We specialize in helping business owners sell all or a portion of their companies and finding them the right financing partners.
Our Passion
We are passionate about becoming a trusted advisor to our clients. Our commitment is to leverage our extensive experience and expertise for your benefit. We take pride in leveraging our extensive experience and expertise to help our clients.
Our Core Values
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Integrity
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Excellence
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Communication
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Trust
Our Team
At Waypoint Private Capital, our team is our greatest asset. With over 420 years of combined M&A career experience, our team spans nine U.S. locations.
Our team members are seasoned C-suite executives who successfully led companies across various industries. The average career experience of our team members is 30+ years.
A few of our team members were also business owners who have sold their businesses, giving them firsthand experience of the selling process. This unique perspective allows us to deeply understand the emotional and strategic aspects involved in such transactions, enabling us to guide our clients through similar journeys with unparalleled expertise.
Communication is a key strength of our team. Our clients appreciate our process, straightforward and transparent communication style and the accessibility of our team, which fosters trust and confidence. By keeping clients well-informed, we help them make sound decisions that align with their goals.
We are committed to building long-term relationships based on mutual respect and trust, ensuring that our clients feel supported and confident in their partnership with Waypoint Private Capital.