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Growing Together
with a Purpose

WayPoint is more than a capital provider - we are 'all weather' partners who provide deep operational, strategic and financial support to our management teams. We work closely with management throughout the life of an investment.

We believe meaningful growth comes from true partnership — working alongside exceptional management teams with a shared focus on solving challenges and scaling with purpose. We seek businesses committed to growing without compromising the core strengths that made them great: exceptional service or products and a relentless focus on customer service.

About us

What We Look For

Founder and/or Family
Owned Businesses
$5 - $25M EBITDA
Control Buyout with
Meaningful Equity
Rollover
Headquartered in North America
Exceptional
Entrepreneurial
Management Teams
Large and Growing
Market
Ability to Benefit From
Our Network
Recession Resilient

Partnership Approach

A Proven Playbook, Tailored to Every Investment

We apply a proprietary value creation methodology, developed over decades of experience, then customize our methodology to fit the opportunities identified during due diligence of each new platform. Our approach is focused on building lasting value and begins with establishing a multi-year vision for growth, followed by the development of a detailed plan of execution for senior management and the board of directors.

Human Capital
  • Recruit and support key executives
  • Implement performance-based incentive plans
  • Augment organizational structure for growth
Financial
  • Implement systems and technology for future growth
  • Establish monthly board reporting package and KPI’s
  • Establish a culture of data driven decision making
Operations and Strategy
  • Identify strategic areas for investment
  • Optimize company’s current footprint
  • Develop operational KPI’s
Strategic Transformation
  • Execute add on acquisitions
  • Shift product mix to recurring type revenue
Sales and Customer Contracts
  • Develop or refine sales and marketing strategy
  • Assess customer contracts for more favorable terms