/Investor DB

Way Point Capital Partners

Private equity

Stamford · Growth · 10 people tracked

Also known as WAYPOINT CAPITAL PARTNERS ADVISORS, LLC

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Investment thesis

WayPoint is a lower middle market private equity firm rooted in a family office heritage, positioning itself as a steward of patient, all-weather capital. It targets growing family- and founder-owned businesses that need institutional professionalization and hands-on operational support to unlock long-term value. The firm emphasizes partnership with families and founders, helping them scale into market leaders while creating meaningful value for their employees. It describes itself as operationally focused, drawing on a 20-plus year history and managing roughly $430M across platform investments.

Source: firm website, verified Nov 10, 2026.

Stage
Growth
HQ
Stamford, US
Instruments
Equity
Founded
2004
AUM
$310.7M
Tracked investments
16

Team · 10 people

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

Founder and Managing Partner of WayPoint Capital Partners and member of its investment committee, who launched the firm in 2004 after working at Veronis Suhler Stevenson and Hewlett-Packard. He sits on several company and non-profit boards and 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. He holds a BA from Kenyon College and serves on numerous portfolio company boards.

Alex Sokolow· Principal

Principal who joined WayPoint in 2026 after serving as a vice president at Vopne Capital and an associate at MVP Capital. He holds a BS from the University of Wisconsin-Madison.

Carina Chan Smith· Principal

Principal who joined WayPoint in 2018 after roles at ShawKwei & Partners and Wells Fargo Securities. She holds a BA and BS from the University of Pennsylvania and an MBA from Wharton.

Kevin Collins· Principal

Principal and CFA charterholder who joined WayPoint in 2022, having previously worked at Graycliff Partners, GHK Capital Partners, Goldman Sachs Special Situations Group, and Fidelity Investments. He holds a BA from Yale and an MBA from Columbia.

Ben Daniel· Associate

Associate who joined WayPoint in 2024 after beginning his career as an analyst at Solomon Partners. He holds a BS from Indiana University's Kelley School of Business.

Charlie von Stade· Associate

Associate who joined WayPoint in 2026 after beginning his career as an analyst at Harris Williams. He holds a BSBA from the University of Richmond's Robins School of Business.

Courtney Close· Associate, Business Development

Business Development Associate who joined WayPoint in 2026, previously a senior associate at Axial and a manager at AlphaSights. She 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. He holds a BA from the College of the Holy Cross and an inactive CPA license.

Gabrielle Priest· Associate

Associate who joined WayPoint in 2025, having previously worked on M&A at Rabobank and in Strategy and Transactions at EY. She holds a BS from the University of San Diego.

What they invest in

from 9 of 16 portfolio companies

Healthtech ×4Medical Devices ×3Construction Tech ×2Digital Health ×2Logistics & Supply Chain ×2Advanced Manufacturing ×1Cleantech ×1E-commerce ×1

HQs:United States×8

Investments · 16 tracked

founders shown can be your intro path
Amxcoolingamxcooling.com

AMX is a local HVAC contractor in Westchester that designs, installs, and maintains heating and cooling systems for commercial and residential properties, with a focus on energy efficiency.

CleantechConstruction TechEnergyWestchester, US

B&P Littlefordbplittleford.comin𝕏

B&P Littleford designs and manufactures mixing, kneading, and separation equipment for consumer product manufacturers, including batch and continuous processors for powders and pastes used in personal care, detergent, cosmetic, and adhesive production.

Advanced ManufacturingHardwareNew MaterialsSaginaw, US

DME Expressdmeexpress.comin𝕏

DME Express operates the nation's largest direct hospice durable medical equipment provider, serving patients across multiple states with equipment and supplies.

E-commerceHealthtechLogistics & Supply ChainMedical Devices

Mark Borneleit(Chief Executive Officer)inCurtis Spencer(President)

Co-investorsPalladiumWaypoint Capital

Greenshadesgreenshades.comin𝕏

Greenshades provides a payroll and HR platform tailored to US mid-market companies, particularly those with large numbers of deskless employees.

FintechHR TechSaaSJacksonville, US

Co-investorsAccel-KKRACE & Company

Inception Fertility Houston, TXinceptionfertility.comin

Inception Fertility operates a network of fertility brands spanning the fertility life cycle in North America, including fertility centers, donor egg and sperm banks, treatment financing, tissue storage, a virtual pharmacy, and supplements.

Digital HealthFemTechHealthtechMedical Devices

TJ Farnsworth(Founder and CEO)in

Co-investorsEpsilon Health Investors

Liberty Demolitionliberty-demolition.comin

Liberty Demolition is a demolition contractor that manages project execution, estimation, and office operations for commercial and industrial demolition work.

Construction Tech

Joshua Barnes(EL PRESIDENTE)in

PS Logisticspslogistics.com

PS Logistics provides supply chain and logistics solutions supported by in-house technology, assigning dedicated teams to manage client accounts.

Logistics & Supply Chain

Co-investorsBCIGamutOne Equity Partners

Synergyeegsynergyeeg.com

Synergy provides in-home video electroencephalogram (EEG) testing services for neurological diagnosis, delivering hospital-grade accuracy to patients' homes.

Digital HealthHealthtechMedical DevicesFort Lauderdale, US

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Harper LoveHarperLoveOne Homecare SolutionsOneHomeSimple ContactsStone EdgeSynergySynergy Medical Solutions

Frequently asked questions

How many investments has Way Point Capital Partners made?
Way Point Capital Partners has 16 tracked investments.
What stage does Way Point Capital Partners invest at?
Way Point Capital Partners invests at the Growth stage.
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.
Who does Way Point Capital Partners co-invest with?
Way Point Capital Partners most often shares deals with BCI, Epsilon Health Investors, Gamut, among 6 tracked co-investors.

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