Insights

Mid-Market Focus Waypoint Private Capital targets lower middle-market clients across varied industries, presenting a recurring need for M&A advisory, debt and equity placement, and exit planning services that can be upsold to growing firms seeking liquidity or strategic growth.

Private Capital Expertise With revenue between 10M and 25M and a capacity to facilitate growth, recapitalizations, and exits, there is strong potential to partner with family-owned and privately-held businesses looking for sophisticated investment banking capabilities at a mid-market scale.

Regional Growth Expansion to new offices such as Springdale, Arkansas signals geographic growth and local market access, suggesting opportunities to target regional manufacturers, distributors, and service firms seeking buy-side or sell-side advisory in under-served markets.

Industry Span Serving sectors from manufacturing and healthcare to technology and financial services indicates broad cross-industry demand for valuation, deal structuring, and capital raising, enabling targeted outreach across multiple verticals with tailored value propositions.

Strategic Partnerships Existing collaborations with entities like Corporate Performance Group to provide market valuation insights reveal open avenues for co-marketing, referral partnerships, and bundled services that can widen deal flow and accelerate closing cycles.

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Waypoint Private Capital Tech Stack

Waypoint Private Capital uses 8 technology products and services including LinkedIn Ads, HubSpot Analytics, Wix, and more. Explore Waypoint Private Capital's tech stack below.

Waypoint Private Capital's Email Address Formats

Waypoint Private Capital uses at least 2 email formats:
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 September 2026, Waypoint Private Capital's annual revenue is estimated to be $10M - $25M.

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

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

How many employees does Waypoint Private Capital have currently?

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As of September 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. and 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 LinkedIn Ads, HubSpot Analytics, Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud and Sentry.

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

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