Fundraising Fox

Way Point Capital Partners

Private equity

Stamford · 8 people tracked

Also known as WAYPOINT CAPITAL PARTNERS ADVISORS, LLC

Fox Verdict
Sign up to see your fit

Investment thesis

WayPoint focuses on the lower middle market, drawing on its family office heritage to invest patient capital in growing family- and founder-owned businesses. The firm emphasizes operational involvement, helping companies professionalize institutionally and providing hands-on partnership to unlock long-term value. Its stated aim is to support families and founders as they scale toward market leadership while creating meaningful value for their employees.

Source: firm website, verified Aug 3, 2026.

HQ
Stamford, US
Instruments
Equity
Founded
2004
AUM
$310.7M
Tracked investments
14

Team · 8 people

from the firm's website
John Henry Moulton· Founder & Managing Partner

Founded WayPoint Capital Partners in 2004 and sits on its investment committee. Previously worked at Veronis Suhler Stevenson and Hewlett-Packard, and serves as a trustee and investment committee member of a multi-billion single-family office. Holds a JD from Santa Clara Law School and a BA from UC Berkeley.

Philip Edmunds· Managing Partner

Managing Partner and Investment Committee member who joined WayPoint in 2014. Previously an Associate at DW Healthcare Partners and an Analyst at Deloitte Consulting. Serves on several portfolio company boards. Holds a BA from Kenyon College.

Carina Chan Smith· Principal

Principal who joined WayPoint in 2018. Previously an Associate at ShawKwei & Partners and an analyst at Wells Fargo Securities. Holds a BA and BS from the University of Pennsylvania and an MBA from Wharton.

Kevin Collins· Principal

Principal and CFA charter holder who joined WayPoint in 2022. Previously a Principal at Graycliff Partners, VP at GHK Capital Partners, and an Associate at Goldman Sachs Special Situations Group, beginning his career at Fidelity Investments. Holds a BA from Yale and an MBA from Columbia.

Ben Daniel· Associate

Associate who joined WayPoint in 2024, beginning his career as an Analyst at Solomon Partners. Holds a BS from Indiana University's Kelley School of Business.

Courtney Close· Associate, Business Development

Associate for business development who joined WayPoint in 2026. Previously a Senior Associate at Axial and a Manager at AlphaSights. Holds a BA from Elon University.

Doug Wells· Vice President, Finance

Vice President of Finance who joined WayPoint in 2023. Previously a Director at KPMG's Transaction Advisory group and an Associate at PwC. Holds a BA from the College of the Holy Cross and an inactive CPA license.

Gabrielle Priest· Associate

Associate who joined WayPoint in 2025. Previously worked on the M&A team at Rabobank and the Strategy and Transactions team at EY. Holds a BS from the University of San Diego.

Investments · 14 tracked

founders shown can be your intro path
AMX

Provider of HVAC installation and recurring servicing to commercial and residential customers.

Amxcoolingamxcooling.com
B&P Littleford

Designer and manufacturer of mixers, dryers, extruders, and other equipment for manufacturing applications.

Bplittlefordbplittleford.com
DME Express

Asset-based provider of durable medical equipment logistics to the hospice industry in the U.S.

Greenshadesgreenshades.com

Provider of tax, HR, and payroll software for U.S. middle market businesses.

Harper Love

Manufacturer and distributor of adhesive chemicals for the global corrugated packaging industry.

Inception Fertility

Network of fertility clinics providing comprehensive fertility services in North America.

Inception Fertility Houston, TXinceptionfertility.com
Liberty Demolitionliberty-demolition.com
One Homecare Solutions

Vertically-integrated post-acute care benefit management platform serving national health plans.

PS Logistics

Flatbed logistics platform operating in the U.S.

Synergy

Provider of remote EEG testing and monitoring services, primarily for epilepsy patients.

Synergyeegsynergyeeg.com

Frequently asked questions

What sectors does Way Point Capital Partners focus on?
Way Point Capital Partners focuses on Advanced Manufacturing, Healthtech, Logistics & Supply Chain, New Materials, SaaS, Sector Agnostic.
Where is Way Point Capital Partners located?
Way Point Capital Partners is headquartered in Stamford, US.

Similar investors

Featured in lists