Case Study

Waypoint Acquired By Wipfli

has been acquired by

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.

Situation

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.

Outcome

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.

Case Study

Waypoint Acquired By Wipfli

About Waypoint

About Wipfli

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