Waypoint Securities

Partnering for Securities Transactions & M&A Capital Sourcing

Stronger together

Pooling resources to help clients reach their goals

Quest partners with Waypoint to provide additional experience and expertise. Waypoint Private Capital is an Investment Banking firm providing M & A advisory services, capital sourcing of debt and institutional equity, and CFO consulting to middle market companies.

Waypoint specializes in:

Sell-Side or Buy-Side M & A Transaction Advisory

Capital Sourcing

Debt Placements

Equity Placements

Financial Analysis

Business Plans and Presentations

Turnaround Management

Exit Planning


Collaborating behind the scenes on securities transactions to give our clients more

Our partnership with Waypoint maintains a seamless client experience. Quest and Waypoint support each other and work together behind the scenes when it makes sense to do so. Our firms’ shared cultures promise the highest degree of honesty, along with a true passion for helping business owners maximize the value of their business.

Waypoint Securities, LLC

Our partnership facilitates the planning and completion of securities deals. Our clients can proceed with confidence, as all securities transactions are processed through Waypoint Private Capital’s wholly owned broker-dealer.

Why Waypoint Securities?

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Trusted Guidance & Service

The firm offers proven processes and extensive experience in M & A, Financing, and Financial Operations, placing the utmost importance on strong business ethics and integrity in everything they do.


Established Capital Relationships

Waypoint brings a history of successfully raising capital, offering deep market insight and access to established relationships across all classifications of capital providers, including venture capital investors, banks, and institutional private equity.

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Transactional Expertise

Their highly credentialed team has advised on more than $1B in deals and transactions to date.

It’s never too early to begin working with a strategic business advisor

Wherever you are in your business life cycle, discover how Quest can help you reach your goals and prepare for what’s next.