Case Study

Waypoint Consulting Acquired By Wipfli

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Solganick served as the exclusive sell-side M&A advisor for the business intelligence and data analytics solutions and services firm, Waypoint Consulting, in its acquisition by Wipfli.

About Waypoint Consulting

Waypoint Consulting (“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. Waypoint Consulting’s partners include Snowflake and Qlik.


  • Waypoint’s founders and shareholders were in growth mode and ready to explore M&A options to continue its path to building scale within the data analytics solutions and consulting services sector.
  • 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 industry domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company.

About Wipfli


  • 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, Wipfli ultimately put forth the most compelling offer.
  • Through the transaction, Wipfli’s shareholders and co-founders were able to merge their business with a larger strategic buyer and also maximize cash at close with a very attractive market-driven transaction multiple.
  • The transaction was announced and closed in February 2022.

“The Solganick team ran an efficient M&A process that allowed our shareholders and management team to select the best fit for our needs. Aaron Solganick and his deal team know the data analytics and IT consulting sectors very well. Their expert advice and effective transaction process helped us make the best overall decision for our business,” said William Crowell, Managing Partner of Waypoint.

Wipfli, LLP is a top 20 accounting and consulting firm serving more than 100,000 clients across today’s most complex industries in business for more than 90 years. Over 3,100 associates help its clients with services that range from audit and accounting to digital transformation and managing disruption. Wipfli focuses on emerging and mid-market organizations with specialized knowledge in industries including financial institutions/services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology, tribal gaming, and government.