From the beginning, WakePoint has been guided by a simple but powerful philosophy:
where the entrepreneur who built the business continues to lead it forward alongside us.
through direct relationships, not competitive auctions run by intermediaries.
These beliefs are connected. When founders need capital to support growth — whether organic or through acquisition — time and trust matter. Off-market processes create the alignment, speed, and partnership required for long-term success.
We believe the most compelling investments share a few common traits:
WakePoint focuses on growth equity investments in lower middle market companies led by exceptional entrepreneurs. Our approach is personal, flexible, and hands-on when needed.
We know how to:
pragmatically, moving efficiently from close to value creation
investments thoughtfully, tailoring capital solutions to the company, not forcing a model
trust through empathy, shared values, and direct, honest communication
with discipline and creativity, identifying opportunities outside traditional channels
We partner with founders and management teams in a variety of situations, including:
non-control capital to support organic growth and strategic acquisitions
financial sponsors or operating executives through co-investments
with management teams on buyouts or divestitures from larger organizations
in family-owned businesses to support succession planning and liquidity needs
Equity investments typically ranging from
EBITDA greater than
Recurring revenue, strong margins, and durable cash flow generation
Revenue generally between
Clear opportunities for growth, operational improvement, or strategic expansion
