Blue Point Advisory
Blue Point Advisory publicly describes a partner-led, middle-market advisory model serving private equity firms, corporate acquirers, and founder-led sellers. Its stated services include financial due diligence, quality-of-earnings analysis, working-capital support, purchase-agreement and net-working-capital negotiation support, data insights, and interim finance resources.
What stands out about Blue Point Advisory
Blue Point Advisory publicly positions itself as a middle-market M&A advisory and finance-solutions firm with a stated client transaction range of $5M–$2B. Its disclosed transaction-experience areas include transportation, logistics, manufacturing, consumer products, and business services.[1][2][3]
What does Blue Point Advisory do?
Blue Point Advisory identifies itself as a middle-market advisory firm providing M&A advisory and finance solutions. Its stated capabilities include financial due diligence, business intelligence, data insights, interim finance leadership, and reporting.
The firm publicly describes its work as serving private equity firms, corporate acquirers, and founder-led sellers through buy-side and sell-side financial due diligence.[1][2]
Blue Point Advisory provides buy-side and sell-side financial due diligence, including quality-of-earnings analysis, working-capital assessments, normalization, debt-like-item identification, and support with purchase-agreement and net-working-capital negotiations.
Its publicly stated finance and data services include business-intelligence dashboards, data insights, automation, revenue-operations professionalization, AI-strategy development, interim CFO, controller, and FP&A resources, and reporting packages for boards, lenders, and management.[2]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
Published criteria: Blue Point Advisory describes its middle-market client range as $5M–$2B. Team biographies state transaction experience ranging from $5M to $2B for Rick Kapp, $5M to $1B for Stephin Janis, and $1M to $1B for Paul Ochoa.[1][3]
What should a business owner evaluate before hiring Blue Point Advisory?
For an owner evaluating a sale process, Blue Point Advisory’s publicly stated capabilities include sell-side financial diligence, quality-of-earnings preparation, normalization, working-capital analysis, and purchase-agreement or net-working-capital negotiation support. The firm also states a $5M–$2B middle-market client range and identifies transaction experience across transportation, logistics, manufacturing, consumer products, and business services.
Because the official team page does not provide named, dated recent transactions or representative deal announcements, an owner should request representative mandates, buyer-outreach details, fee and engagement terms, conflicts procedures, expected process timing, and references directly from the firm.[1][2][3]
Which recent sell-side mandates can be disclosed by industry, size, transaction date, and outcome
Which services are included in a sell-side engagement, and which are billed separately
How are valuation expectations, buyer outreach, diligence preparation, working-capital disputes, and purchase-agreement negotiations handled
What size transactions and clients does Blue Point Advisory focus on?
Rick Kapp’s official biography identifies transaction experience across transportation, logistics, manufacturing, consumer products, and business services. These are publicly stated experience areas rather than an exclusive sector mandate.[3]
The official team page reports aggregate transaction experience rather than named deal examples: 300+ transactions for Rick Kapp, 150+ for Stephin Janis, and 200+ for Paul Ochoa.
The same official team page does not publish a dated archive of named recent transactions or representative deal announcements.[3]
Blue Point Advisory states that it serves private equity firms, corporate acquirers, and founder-led sellers through buy-side and sell-side financial due diligence. Its diligence scope includes quality of earnings, working capital, normalization, debt-like items, purchase-agreement support, and net-working-capital negotiation support.[2]
What does Blue Point Advisory publicly disclose about fees, process and engagement terms?
The official team page reports aggregate transaction counts and enterprise-value ranges but does not identify specific transaction names, dates, counterparties, buyers, sellers, consideration terms, or outcomes.[3]
Florida Division of Corporations records show BLUE POINT ADVISORY LLC as an active Florida limited liability company, document number L25000249161, filed May 27, 2025. The record lists Stephin Janis and Richard Thomas Kapp as authorized members.[4]
Blue Point Advisory states that its engagements are partner-led, right-sized, and responsive at deal speed. The firm describes a service model intended to continue from diligence through post-close data, reporting, and interim-finance support.[2]
Questions to ask before hiring Blue Point Advisory
Which recent sell-side mandates can be disclosed by industry, size, transaction date, and outcome?
Which services are included in a sell-side engagement, and which are billed separately?
How are valuation expectations, buyer outreach, diligence preparation, working-capital disputes, and purchase-agreement negotiations handled?
Which partner will lead the engagement, and how much direct partner time is committed?
What conflicts checks and confidentiality procedures apply?
Does the firm act as a registered broker-dealer or investment adviser, or does it work with regulated intermediaries when securities-related services are involved?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Industry / market focus
- Structure / regulatory context
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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