Investment Banking | Corporate Finance | Strategy
Middle Market strategic advisors with deep operational and transaction experience providing exit strategy analysis and prep, buy/sell M&A & Capital Raises - Debt and/or Equity.
About Us
A team built on years of transactional and operational experience, professional standards, and a global network. Our Advisory services support our clients in creating exceptional value.
We have years of experience helping clients, either investor backed or closely-held, in these industries:
- Technology
- SaaS based
- Entertainment
- Professional Services
- Real Estate debt financing
- UCaaS/ CPaaS / Telco AI
- Tech-enabled manufacturing
Our thorough and disciplined process, in combination with our deep industry expertise has resulted in a proven track record of delivering successful outcomes for our clients.
Client Philosophy
Our mission is to maximize economic value and critical intangibles for our clients. We help clients recognize and execute upon the right transaction and the best fit. Each engagement has different objectives; WMP listens carefully to help our clients determine the option that best suits their business and personal objectives.
We help our clients to:
- Develop and implement strategic plans
- Grow through acquisition of new customers
- Obtain investment capital to accelerate growth
- Realize returns through appropriate exit strategies
Committed to Service
Our deep operational background enables us to approach our role as licensed investment bankers as an extension of our client’s management team. We are stronger together. We operate with high professional standards and full transparency, willing to offer (and accept) constructive strategic and tactical feedback to ensure we get it right every time. We succeed only when our clients succeed.
Karla Horwitz Founder Managing Director
Andrew Light Managing Director/Canada
Andrew Light Managing Director/Canada
Ms. Horwitz has spent much of her career providing guidance to companies in transition through growth stage to IPO/Sale. She has completed transactions as large as $24B. She helps her clients at a strategic financial level, assisting them in securing financing, positioning for future transactions and aiding in international expansion.
Ms. Horwitz has spent much of her career providing guidance to companies in transition through growth stage to IPO/Sale. She has completed transactions as large as $24B. She helps her clients at a strategic financial level, assisting them in securing financing, positioning for future transactions and aiding in international expansion. Ms. Horwitz has worked with companies in the gaming, telecom, mobile, enterprise software, social media, consumer packaged goods, real estate, hospitality, professional services and entertainment industries. She has served as Advisor and/or CFO to high growth companies such as Playfab, PopCap Games, Click Wine Group and Armco leading all to successful exits. She also led the CFO advisory practice at Arthur Andersen with clients such as Real Networks, VoiceStream, (now T-Mobile), Monet Mobile, Getty Images, WRQ/Attachmate and large family offices. Ms. Horwitz graduated from Central Washington University with a Bachelor of Science in Accounting. Ms. Horwitz holds FINRA Series 63 and 79 licenses and is a registered representative of an independent broker/dealer, FNEX Capital, Member of FINRA/SIPC.Karla.Horwitz@wmpcap.com
Andrew Light Managing Director/Canada
Andrew Light Managing Director/Canada
Andrew Light Managing Director/Canada
Mr. Light is part of our Canadian team and brings over 25 years of expertise having both professional firm and client-side industry experience. Andrew was formerly Vice President of consulting for PricewaterhouseCoopers (PwC) before heading up his own firm, as well as senior client-side roles with enterprises such as IBM, British Telecom,
Mr. Light is part of our Canadian team and brings over 25 years of expertise having both professional firm and client-side industry experience. Andrew was formerly Vice President of consulting for PricewaterhouseCoopers (PwC) before heading up his own firm, as well as senior client-side roles with enterprises such as IBM, British Telecom, Shell, and SapientNitro. He is focused on digital technologies & media, financial services, telecoms, mobile communications, government services, technology, retail, pharmaceuticals and education sectors. Mr. Light’s clients over the years have included Shell, Aviva, Cineplex, Research in Motion, First Niagara (financial services), Canada Post, Sunrise (Switzerland), AstraZeneca, Cable & Wireless, M-Web (South Africa), National Film Board (of Canada), Pfizer, Nortel, Columbia Basin Trust (BC, Canada), Ontario Government, and Alberta Tax & Revenue Authority. Mr. Light holds a Masters degree from the University of Lancaster (United Kingdom), a first degree in business & finance (with distinction) and is a member of the chartered institute of marketing (since 1990). Mr. Light offices in Toronto, Canada
Transactions
WMP Capital Advises 180byTwo on its sale to MeritDirect
(Seattle, WA, November 16, 2020) WMP Capital Advises 180byTwo in acquisition by MeritDirect, a portfolio company of Mountaingate Capital.
WMP Capital, a Seattle- and Toronto-based M&A advisory firm, is pleased to announce that it has advised 180byTwo on its successful sale to MeritDirect.
180byTwo, an account-based marketing (ABM) tech company, was founded in 2017 by Eric Shaffer, Karl Hjartarson, and Ben Goldman. From 2017 to 2020, the company focused on building products while creating significant headway in the B2B enhanced digital marketing arena. In early 2020, 180byTwo’s leadership recognized the growing company could scale exponentially by becoming part of a larger entity in a rapidly consolidating industry.
In the fall of 2019, WMP Capital met with 180byTwo and was extremely impressed with the team and the company. The two firms joined forces to seek potential acquirers who could forge a new future for 180byTwo and its founders. Although March 2020 presented severe market challenges and the onset of the COVID economy, WMP Capital and 180byTwo pressed ahead with the search for a buyer. Over the next few months, the 180byTwo team displayed unstinting dedication to their craft while working in parallel with WMP Capital to identify a synergistic acquirer, whether financial or strategic. Ultimately, WMP located three interested parties.
During all the uncertainty of 2020, 180byTwo continued to mark record income and profitability, month-on-month, all the way through to a successful sale of the business in November 2020.
The successful acquirer was MeritDirect, a leading provider of B2B data products and solutions, which secured 180byTwo to help provide end-to-end ABM solutions for its clients. MeritDirect is backed by leading middle market private equity firm Mountaingate Capital.
We at WMP Capital would like to express our deep appreciation and respect for the MeritDirect and Mountaingate Capital teams, who were thoroughly professional and a delight to work with on this important transaction.
We wish all parties a prosperous and thrilling future together as they pursue their foray into the market with superior combined talents.