Insights

Market Niche Waypoint Private Capital specializes in serving lower middle-market, privately-held companies across various industries, providing tailored investment banking services similar to those available to larger firms. This indicates an opportunity to offer customized financial solutions and strategic advisory services tailored to mid-sized businesses seeking growth, acquisitions, or exit planning.

Recent Expansion The firm's recent office expansion to Springdale, Arkansas demonstrates a growth strategy in regional markets, highlighting potential receptiveness to digital or local outreach efforts to attract new clients in expanding markets within the Midwest and beyond.

Transaction Activity Waypoint Private Capital regularly facilitates significant transactions such as the sale of Women’s International Pharmacy, indicating active deal-making. This can be leveraged to identify companies contemplating mergers, acquisitions, or divestitures that might benefit from expert advisory services.

Technology Use The company's tech stack includes modern tools like React, Google Analytics, and SEO platforms, reflecting a digital-first approach to client engagement and marketing—ideal for outreach campaigns targeting digitally-savvy middle-market business owners.

Financial Profile With revenues between 10 and 25 million dollars, Waypoint Private Capital operates within a financially lucrative segment of the middle-market space, representing potential opportunities to connect with firms in similar revenue brackets seeking capital raising, strategic advice, or exit planning.

Waypoint Private Capital Tech Stack

Waypoint Private Capital uses 8 technology products and services including Twemoji, React, Polyfill, and more. Explore Waypoint Private Capital's tech stack below.

  • Twemoji
    Font Scripts
  • React
    Javascript Frameworks
  • Polyfill
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

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
36%
First.Last@waypointprivatecapital.comJohn.Doe@waypointprivatecapital.com
14%
FLast@waypointprivatecapital.comJDoe@waypointprivatecapital.com
36%
First.Last@waypointprivatecapital.comJohn.Doe@waypointprivatecapital.com
14%

Frequently Asked Questions

Where is Waypoint Private Capital's headquarters located?

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Waypoint Private Capital's main headquarters is located at 104 King Street Suite 301 Madison, Wisconsin United States. The company has employees across 1 continents, including North America.

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.

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

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Waypoint Private Capital's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Waypoint Private Capital have currently?

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As of March 2026, Waypoint Private Capital has approximately 13 employees across 1 continents, including North America. Key team members include Co-Founder And Managing Director: S. S.Co-Founder / Managing Director: J. H.Partner: C. L.. 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 TwemojiReactPolyfilljQuery MigrateLodashYoast SEOBootstrapGoogle Analytics.

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

Investment BankingWisconsin, United States11-50 Employees

Waypoint Private Capital is an investment banking firm that provides the quality of investment banking services typically available only for large companies to lower middle-market clients. Our mission is to educate and advise middle-market, privately-held companies through critical stages of their business' life cycle.  

We help business owners and management teams sell and buy companies, raise equity and debt capital for growth and recapitalization, and plan for a successful exit from their business.  

Our customers are located nationwide in a broad range of industries including manufacturing, healthcare, aerospace, distribution, food manufacturing, business services, technology, software development, and financial services.

Waypoint Private Capital's Midwest values guide every customer interaction. We serve our customers by helping them both define and discover the life they want for themselves and their loved ones. Our M&A experts have decades of experience and provide the knowledge to achieve the best possible outcome for business owners, their families, and employees. 

Not sure where to start? Reach out for a private, one-on-one conversation.

Section iconCompany Overview

Headquarters
104 King Street Suite 301 Madison, Wisconsin United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
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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