Verified recordInvestment Banking

Jeff Wills

Business Development at Waypoint Private Capital

Based in Edmond, United States

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Seniority

Staff

Department

Sales & Business Development

Location

Edmond

Industry

Investment Banking

Company size

14

Contact information

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Email

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j•••••••@waypointprivatecapital.com

Phone

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Background

About Jeff Wills

Professional OverviewJeff Wills is a serial entrepreneur, board advisor, and operating partner with more than 30 years of experience building, scaling, and successfully exiting healthcare and service-based companies. Throughout his career, Jeff has focused on helping organizations create long-term value through strategic planning, disciplined execution, and leadership development.Entrepreneurial LeadershipJeff co-founded several successful healthcare companies with his wife Tracey focused on delivering innovative products and services across the home health and alternate site healthcare sectors. Their most recent company, founded in 2011, successfully exited in late 2020. He built their companies around three core operating principles:• Clear Long-Term Strategic Thinking• Disciplined Strategy & Execution• Development of Cohesive Leadership TeamsUnder this approach, their companies earned a strong reputation for excellence by maintaining an unwavering focus on patient outcomes and supporting the full continuum of care.Board & Advisory WorkFollowing the successful sale of their company, Jeff now advises founders, executives, and investors on strategy, governance, and preparing businesses for successful liquidity events.• Operating Partner and Board Member of a portfolio company backed by Shore Capital Partners• Advisor with Waypoint Private Capital helping founders scale and prepare for strategic transactionsPublic ServiceJeff served two terms as an elected member of a local school board and was appointed by Governor Kevin Stitt to the State of Oklahoma Long Range Planning Commission, where he contributes to long-term strategic initiatives impacting the state's future.EducationSouthwestern Oklahoma State University —Bachelor’s Degree in Accounting and Computer Science.PersonalJeff and Tracey have been married since 1984. They have two children and three grandchildren

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