Case Study

Waypoint Acquired By Wipfli

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Solganick & Co. serves as the exclusive sell side advisor for the business intelligence and data analytics consultant, Waypoint in its acquisition by Wipfli.

About Waypoint

Waypoint, headquartered in West Chester, PA is a leading provider of business intelligence, data management, and analytics solutions and services across the U.S. Waypoint has an impeccable track record with a blend of business knowledge, technical skills, and consulting expertise that translates into more value and less risk for their clients.


  • The co-founders of Waypoint selected Solganick & Co. to assist in evaluating and executing its M&A plans after the founders decided that it was the right time to sell the company to a strategic buyer, after interviewing 11 investment banks.
  • The Solganick & Co. team was confident in its ability to leverage its deep domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company.

About Wipfli

For over 88 years, Wipfli has provided private and publicly held companies with industry-focused assurance, accounting, tax and consulting services.


  • Solganick & Co. conducted an efficient, focused and highly competitive M&A marketing process targeting strategic buyers.
  • Several highly-qualified parties expressed interest and 14 of them submitted offers.
  • After discussions and preliminary negotiations with numerous groups, Fort Point Capital ultimately put forth the most compelling offer.
  • Through the transaction, Strata Information Groups co-founders were able to maximize cash at close with a very attractive market driven transaction multiple.
  • The transaction was announced and closed in June 2021.