Insights

Midmarket M&A Waypoint Private Capital specializes in lower middle-market M&A, offering services typically reserved for larger firms. This positions them as a strategic partner for other midmarket businesses seeking to sell, acquire, or recapitalize, presenting cross-sell opportunities with clients in similar growth stages.

Portfolio Services The firm assists with selling companies, raising equity and debt, and planning exits. Potential sales opportunities exist with existing clients looking to optimize capital structure, pursue bolt-on acquisitions, or achieve liquidity events, especially in manufacturing, healthcare, technology, and financial services sectors.

Regional Expansion Recent office expansion to Springdale, Arkansas indicates a growth strategy and geographic diversification. This may open cross-regional deals and partnerships, particularly with midmarket firms in the Midwest expanding toward the Southwest and broader national opportunities.

Industry Focus Active across manufacturing, healthcare, aerospace, distribution, food manufacturing, business services, technology, software, and financial services. This breadth allows targeting midmarket players across multiple sectors for advisory, capital raising, and exit planning services.

Financial Snapshot Reported revenue in the 10 to 25 million range and a lean team (11-50 employees) suggest high-value advisory engagements per deal with potential to upsell additional services to existing clients, such as debt financing, equity partnerships, or sell-side advisory improvements.

Waypoint Private Capital Tech Stack

Waypoint Private Capital uses 8 technology products and services including RSS, MySQL, RequireJS, and more. Explore Waypoint Private Capital's tech stack below.

  • RSS
    Content Management System
  • MySQL
    Database
  • RequireJS
    Javascript Frameworks
  • Goober
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Envoy
    Load Balancers
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology

Waypoint Private Capital's Email Address Formats

Waypoint Private Capital uses at least 1 format(s):
Waypoint Private Capital Email FormatsExamplePercentage
FLast@waypointprivatecapital.comJDoe@waypointprivatecapital.com
79%
First.Last@waypointprivatecapital.comJohn.Doe@waypointprivatecapital.com
21%

Frequently Asked Questions

What is Waypoint Private Capital's phone number?

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You can contact Waypoint Private Capital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Waypoint Private Capital's official website and social media links?

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Waypoint Private Capital's official website is waypointprivatecapital.com and has social profiles on LinkedIn.

How much revenue does Waypoint Private Capital generate?

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As of August 2026, Waypoint Private Capital's annual revenue is estimated to be $10M - $25M.

What is Waypoint Private Capital's SIC code NAICS code?

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Waypoint Private Capital's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Waypoint Private Capital have currently?

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As of August 2026, Waypoint Private Capital has approximately 14 employees across 1 continents, including North America. Key team members include Managing Director: D. G.Managing Director: B. V.Managing Director: J.. Explore Waypoint Private Capital's employee directory with LeadIQ.

What industry does Waypoint Private Capital belong to?

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Waypoint Private Capital operates in the Investment Banking industry.

What technology does Waypoint Private Capital use?

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Waypoint Private Capital's tech stack includes RSSMySQLRequireJSGooberjQuery MigrateEnvoyBootstrapX-Content-Type-Options.

What is Waypoint Private Capital's email format?

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Waypoint Private Capital's email format typically follows the pattern of FLast@waypointprivatecapital.com. Find more Waypoint Private Capital email formats with LeadIQ.

When was Waypoint Private Capital founded?

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Waypoint Private Capital was founded in 2009.
Waypoint Private Capital logo

Waypoint Private Capital

Investment BankingWisconsin, United States11-50 Employees

Waypoint Private Capital is an investment banking firm focused on the lower middle market, bringing services typically associated with larger firms to privately held companies. It assists owners and management teams with selling or acquiring businesses and with securing equity or debt for growth, recapitalization, and planned exits. The firm relies on decades of M&A experience to help clients, their families, and employees navigate these transitions. Based in Madison, Wisconsin, the company serves a nationwide client base across multiple industries. In 2020 it expanded its footprint by opening an office in Springdale, Arkansas, signaling geographic growth.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Waypoint Private Capital's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Waypoint Private Capital's revenue is estimated to be in the range of $10M - $25M

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