Lower middle market private equity firm (family office heritage)
WayPoint Capital Partners
- HeadquartersStamford, CT S1
- Founded2004 S4
- Websitewaypointcapitalpartners.com
- Last verifiedNovember 2, 2026
At a glance
| Assets under management | $430M (as of Nov 2026) S1 |
|---|---|
| EBITDA range | $5M to $25M S2 |
| Deal types | Platform, Add-on S2 |
| Geography | North America S2 |
| Sectors | Healthcare Services, Industrial & Manufacturing, Construction Services, HVAC, Plumbing & Electrical, Software & SaaS |
What WayPoint Capital Partners buys
WayPoint Capital Partners is a Stamford, Connecticut private equity firm founded in 2004 that grew out of family office roots. It reports $430 million of assets under management and 11 platform investments. It buys control of founder and family-owned companies headquartered in North America with $5 million to $25 million of EBITDA, and it wants the sellers to roll a meaningful share of their equity into the new company. It also looks for strong entrepreneurial managers, large and growing markets, and businesses that hold up in a recession.
Its current holdings span healthcare services and industrial and field services: fertility clinics, remote EEG monitoring, payroll and tax software, mixing and drying equipment, specialty demolition, countertop installation and HVAC. After closing, WayPoint sets a multi-year growth plan with management, adds board reporting, incentive plans and finance systems, and pursues add-on acquisitions. A smaller company is most likely to meet WayPoint as an add-on, as ABM Air Conditioning & Heating did when it joined AMX Mechanical in March 2026.
Recent deals
Announced in the 24 months before November 2, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Mar 2026 | DME ExpressAgreed to sell a majority stake in the hospice medical equipment provider to Palladium Equity Partners; WayPoint keeps a minority stake | Exit | Healthcare Services | Source |
| Mar 2026 | ABM Air Conditioning & HeatingHawthorne, New York commercial HVAC design, install and service firm added to AMX Mechanical | Add-on | HVAC, Plumbing & Electrical | Source |
Portfolio by sector
From the firm's portfolio page S3.
Business Services
- AMX Mechanical Current
Healthcare
- Inception Fertility Current
- Synergy Medical Solutions Current
Industrials
- B&P Littleford Current
- Liberty Demolition Current
- Stone Edge Current
Technology
- Greenshades Current
Past investments: DME Express, OneHome, PS Logistics, HarperLove
Greymont’s take
How WayPoint Capital Partners fits a seller
WayPoint suits a founder or family that wants to sell control but keep a real share of the upside, since meaningful rollover equity is one of its stated requirements. The DME Express sale in March 2026 shows how that can play out: WayPoint agreed to sell its majority to Palladium Equity Partners while keeping a minority stake, and the founding CEO stayed on to lead the business.
Owners of HVAC and mechanical contractors in New York and Connecticut are natural add-on candidates for AMX Mechanical. Before signing, an owner should ask how large a rollover WayPoint expects and how that rolled equity is treated at the next sale. It is also worth asking which board, reporting and incentive changes the firm makes in the first year, since its playbook leans on new KPIs and finance systems.
Questions owners ask
What size company does WayPoint Capital Partners buy?
Its About page targets founder and family-owned businesses headquartered in North America with $5 million to $25 million of EBITDA, bought as control deals in which the sellers roll over a meaningful amount of equity.
Does WayPoint buy HVAC companies?
Yes. It owns AMX Mechanical, a Pleasantville, New York HVAC installation and service company founded in 1969, which added ABM Air Conditioning & Heating of Hawthorne, New York in March 2026.
Does WayPoint stay invested after it sells a company?
Sometimes. When Palladium Equity Partners agreed in March 2026 to buy a majority of DME Express, WayPoint kept a minority stake and said it would keep supporting the company after closing.
How long has WayPoint been investing?
John Henry Moulton founded the firm in 2004. Its home page cites more than 20 years of history, 11 platform investments and $430 million of assets under management.
Sources
- S1WayPoint Capital Partners home page Accessed November 3, 2026
- S2WayPoint Capital Partners: About Us (what we look for) Accessed November 3, 2026
- S3WayPoint Capital Partners: Portfolio (current and realized) Accessed November 3, 2026
- S4WayPoint Capital Partners: Team Accessed November 3, 2026
- S5WayPoint Capital Partners: News Accessed November 3, 2026
- S6Palladium Equity Partners to Acquire Majority Stake in DME Express from WayPoint Capital Partners (PR Newswire, March 20, 2026) Accessed November 3, 2026
- S7Everingham & Kerr: ABM Air Conditioning and Heating acquired by AMX Mechanical (press release, April 8, 2026) Accessed November 3, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with WayPoint Capital Partners. Figures are as reported on the dates shown and may have changed. Request a correction