News and Research

Solganick & Co. served as the exclusive advisor to Waypoint Consulting in its sale to Wipfli

Solganick & Co. was the exclusive advisor to data analytics solutions and services firm Waypoint, Inc. in its sale to top 20 accounting and consulting firm Wipfli, LLP


February 15, 2022 – Waypoint, Inc. announced that it had been acquired by Wipfli, LLP, a top 20 accounting and consulting firm. Solganick & Co. was the exclusive financial advisor to Waypoint in its completed M&A transaction. Waypoint is a leading provider of business intelligence, data management, and analytics solutions across the U.S. with expertise in the healthcare and financial services industry sectors.

The combination will allow Waypoint clients to grow their organizations with Wipfli’s technology, digital transformation, business intelligence, and software solutions. Wipfli also adds expanded capabilities in cloud computing, ERP solutions, and outsourced accounting.

“We are excited to join Wipfli to offer our clients more holistic I.T. solutions and services,” said Brendan McGuire, Managing Partner at Waypoint. “Wipfli believes, like us, that data is critical to guiding clients to their unique destination. Together, we can keep our clients moving forward into the future while minimizing risk and maximizing revenues.”

“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.  

“We were able to find the right strategic partner and fit for our client, Waypoint,” said Aaron Solganick, Founder and CEO of Solganick & Co. “Wipfli was a perfect match for our client Waypoint and will help them extend their growth even further. We enjoyed working with Waypoint’s management team on this strategic transaction and now look forward to their continued success together,” says Solganick.

Similar to Waypoint, Wipfli has specialized knowledge in the healthcare and financial services industries. Wipfli also provides special services for manufacturing, governments, private equity, tribal gaming and government, agribusiness, and dealerships. 

Kurt Gresens, Wipfli’s Managing Partner, says “the move will expand our footprint even deeper in Philadelphia while adding more data analytics knowledge to Wipfli. “We are excited to welcome Waypoint’s team,” Gresens said. “Together, our clients will be able to better manage and utilize data to make proactive and strategic decisions.”

Wipfli has now acquired twelve companies in the past three years. Including Waypoint’s team, Wipfli now has more than 3,100 associates and 100,000 clients. Wipfli was founded in 1930 and is headquartered in Milwaukee, Wisconsin.


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 our clients. With more than 15 years of experience, Waypoint is recognized among the most reputable analytic solution providers in the U.S. today. For more information, go to Waypoint.


About Wipfli

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. For more information, go to Wipfli.


About Solganick & Co

Solganick & Co. is a data-driven investment bank and M&A advisory firm focused exclusively on software and tech-enabled services companies. Its clients include fast-growing and established companies looking to grow or consolidate through strategic and financial mergers and acquisitions. Its professionals have completed over $9 billion in transactions to date and come from leading investment banks and private equity firms. Offices and professionals are located in California and Texas. For more information, go to Solganick & Co.


Full Press Release: