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M&A Advisory

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Done Deals

We are appreciative of the trust placed in our firm by our clients and numerous trusted business advisors who helped make 2022 another successful year for Promontory Point Capital. Looking ahead into 2023, we are excited to be celebrating our 19th year in serving as a valued and trusted advisor to a growing number of privately-held, many of which are family-held, businesses. 


Since being established in 2004, Promontory Point Capital has successfully led over 150 client engagements encompassing ownership transition objectives, corporate finance initiatives, as well as a variety of strategic goals. PPC’s experienced team of investment bankers, which expanded in 2022, continues to provide in-depth expertise to ownership groups and leadership teams representing companies across a diverse set of industries and company stages.

With a continued emphasis on advising privately-held and family-held companies, PPC’s investment banking activities during 2022 involved client engagements to address a variety of shareholder liquidity and company financing objectives. Several of PPC’s “Done Deals” from 2022 are highlighted below that illustrate a range of client business types, engagement objectives, and transaction outcomes successfully arranged by our firm:

Regional Wholesale Food Distribution, Logistics, and Warehousing Business

Ownership Transition /

Sale to a Strategic Buyer

Manufacturer of Precision-Machined Parts for Auto & Industrial OEMs

New Non-Bank Revolving Credit & Term Loan Financing

Leading B2C eCommerce Business Focused on the Golf Sector

New Bank Revolving Credit

& Term Loan Financing

Manufacturer & Supplier of Iron, Bronze, & Other Alloys to US Markets

Ownership Tranisition /

Sale to a Strategic Buyer

Manufacturer of Custom Automation Equipment for Life Sciences Markets

Ownership Transition /

Sale to a Strategic Buyer

Leader in Decorative Graphic & Brand Solutions for Various Markets

New Non-Bank Revolving

Credit & Term Loan Financing

Manufacturer of Highly Complex Gearboxes & Transmissions

Ownership Transition /

Sale to a Financial Buyer

OEM Cookware Manufacturer Serving a Global Client Base

Strategic Advisory

Engagement

Manufacturer of Components for Heavy-Duty & Industrial Machinery

Ownership Transition /

Sale to a Financial Buyer

We welcome introductions during 2023 to collaborate with business owners, family ownership groups, company leadership teams, as well as other trusted business advisors to explore how Promontory Point Capital’s investment banking capabilities can support the achievement of a company's strategic and financial objectives. Many inquiries to Promontory Point Capital include business objectives encompassing:



Ownership Planning, including Transition & Liquidity Goals: PPC is frequently introduced to business owners and/or senior management teams when shareholders are interested in learning about their options involving a potential sale of all or a portion of a business. We have arranged numerous transactions involving strategic partners, private equity firms, ESOPs, management buyouts, and other types of shareholder “recaps” including both minority and majority recapitalizations. 


Financing, Refinancing, & Debt Restructuring: PPC is oftentimes referred into situations where a business encounters a funding need that is beyond the comfort zone of a company's existing senior bank lender. PPC has arranged numerous transactions for companies involving senior bank debt, non-bank debt, subordinated debt, sale-leaseback financing, and other forms of institutional funding to support growth, acquisitions, shareholder redemptions, management buyouts, and other corporate initiatives.


Strategic Growth/M&A: Companies that have an interest in growing and expanding via acquisition or strategic joint venture are regularly referred to PPC given our firm's extensive corporate development experience.


Whether initiatives are being contemplated during 2023, 2024, or even beyond this timeline, to ensure success, we have found it is never too early to begin planning for future goals. We look forward to connecting with you early during the 2023 and invite you to visit PPC's website at www.promontorypointcapital.com for additional information on our firm's advisory services, investment banking capabilities, and numerous client successes.

PROMONTORY POINT CAPITAL
– MILWAUKEE –

Chris Riegg

Partner

chris@promcp.com

Bill Penkwitz

Partner

bill@promcp.com

Mike Burmesch

Director

=mike@promcp.com

Alex Penkwitz

Associate

alex@promcp.com

Edward Eisenhauer

Analyst

edward@promcp.com

Adam Webb

Analyst

adam@promcp.com

PROMONTORY POINT PARTNERS
– CHICAGO –

Jeff Vogelsang

Partner

jeffv@prompoint.com

Mike Barto

Partner

mikeb@prompoint.com

Tim Wright

Senior Manager

timw@prompoint.com

Investment Bankers That Get Results

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