As we celebrate our firm's 20th anniversary, we look back on two decades of success in helping our clients achieve their strategic and financial goals. Many of PPC's most successful client relationships were first established through an introduction by a company's lawyer, commercial lender, accountant, or another business or family advisor. Whether ownership or company initiatives are planned for 2024, 2025, or beyond, an introductory conversation with Promontory Point Capital has been an important first step for a substantial number of privately-held and family-owned businesses. Many inquiries to Promontory Point Capital include 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.
We look forward to connecting with you early in 2024 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.
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