Our Story

WakePoint represents more than a name — it marks a moment of inflection, a place where change begins and momentum builds. In wakesurfing, the “wake point” is the area behind the boat where the wave is just right — the sweet spot that propels the rider forward. For us, it’s a symbol of opportunity, precision, and forward motion.

Our Story

I have always admired entrepreneurs.

Whether starting from scratch or venturing into new frontiers, entrepreneurs bring energy, vision, and a degree of fearlessness that is unique and enviable. The best part of this business is working with these entrepreneurs and learning about their companies and their story. Everybody has a story. WakePoint has a story, and I would like to briefly share our story with you.

After nearly a decade on Wall Street, I wanted to pursue a more entrepreneurial and personal path in investing.

What I found in traditional private equity was often the opposite: highly intermediated, overly process-driven, and lacking the creativity that makes investing exciting. That shift away from imagination and relationship-building was especially harmful to high-growth, founder-led businesses — the very companies that need flexible capital, not rigid deal mechanics.

I joined a young firm led by a seasoned investor who still believed in doing things differently — creatively, personally, and with deep respect for the entrepreneur. Everything I learned about thoughtful investing came from working alongside him. Many of our most meaningful lessons weren’t in boardrooms — they happened behind a boat on a lake in Connecticut or Montauk, talking through ideas between wakesurf runs.

WakePoint is a tribute to his friendship, mentorship, and to the belief that in the places and moments of uncomfortable change, we often find our greatest opportunities — the point where momentum gathers and meaningful growth begins.

How We Invest

From the beginning, WakePoint has believed in a simple but powerful investment philosophy:

How We Invest

From the beginning, WakePoint has believed in a simple but powerful investment philosophy:

The best investments are founder-led —

where the entrepreneur who built the company continues to lead it forward alongside us.

The best partnerships are formed off-market —

where a founder reaches out directly rather than through a formal auction process run by an intermediary.

These two beliefs are connected. When a founder urgently needs capital to support growth — whether organic or through acquisition — they don’t have time for a full auction. And more importantly, a banker-run process makes it harder to build the trust and alignment that are essential for long-term success.

We believe the most compelling investments happen when:

The founder has real skin in the game
The opportunity is time-sensitive
The deal is built on shared trust, not polished pitch decks

We believe the most compelling investments happen when:

The founder has real skin in the game
The opportunity is time-sensitive
The deal is built on shared trust, not polished pitch decks

We believe the most compelling investments happen when:

The founder has real skin in the game
The opportunity is time-sensitive
The deal is built on shared trust, not polished pitch decks

What We Do

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:

SOURCE

with hustle and grit — identifying opportunities outside traditional channels

SOURCE

with hustle and grit — identifying opportunities outside traditional channels

SOURCE

with hustle and grit — identifying opportunities outside traditional channels

BUILD TRUST

through empathy, shared values, and direct, honest communication

BUILD TRUST

through empathy, shared values, and direct, honest communication

BUILD TRUST

through empathy, shared values, and direct, honest communication

STRUCTURE

creatively — delivering capital solutions that fit the company, not just the model

STRUCTURE

creatively — delivering capital solutions that fit the company, not just the model

STRUCTURE

creatively — delivering capital solutions that fit the company, not just the model

EXECUTE

pragmatically — moving efficiently to close and begin creating value

EXECUTE

pragmatically — moving efficiently to close and begin creating value

EXECUTE

pragmatically — moving efficiently to close and begin creating value

Our Mantra

“Building the Future & Preserving the Past.”

We understand that real growth comes from balancing innovation with continuity. We help entrepreneurs scale while protecting what makes their companies special — the people, the principles, and the culture that got them this far.

At WakePoint, we don't just transact. We build relationships — with founders we admire, businesses we believe in, and a future we want to help shape. The advantage of working with WakePoint is that we propel ideas forward by prioritizing a founder’s vision over formality.

Contact

Curious what we can do for you?

Get in Touch

Contact

Curious what we can do for you?

Get in Touch

Contact

Curious what we can do for you?

Get in Touch