Because Results Matter

Promontory Point Capital offers boutique investment bank services with a primary focus on privately-held, many of which are family-held, businesses located in the Midwest. Our firm is engaged by both younger and mature companies in a variety of industries that are seeking transaction advisory expertise or financing to achieve growth, ownership liquidity, and/or other strategic or financing objectives.

M&A Advisory Services

Offering top-quality boutique investment bank services, Promontory Point Capital has amassed significant experience in advising clients on a variety of ownership liquidity, growth by acquisition, and other initiatives focused on growing and/or realizing shareholder value.

Ownership Transitions

For most privately-held business owners, a vast majority of their personal net worth is directly tied to their ownership interest in their business. PPC advises business owners on a wide spectrum of alternatives and considerations involving their ownership transition goals.

Mergers & Acquisitions

Whether your Company is striving to grow externally via merger, acquisition, joint venture, or strategic collaboration, does your organization have both the dedicated resources and experience to successfully lead such an initiative? PPC can help.

Shareholder Recapitalization

When companies have shareholders with differing investment horizons or liquidity objectives, a full sale of the business may be impractical. PPC helps arrange debt and equity capital to facilitate a range of shareholder liquidity goals, in addition to providing a fresh source of capital to support the business’s future growth.

Advisory Services

PPC provides expert advisory services led by dedicated, experienced professionals to address a variety of strategic and financial initiatives critical to the business. Let members of PPC work alongside senior leadership to add a fresh perspective to your company’s planning and execution team.

Financing Alternatives

Debt & Equity Capital

Whether your business is seeking debt or equity capital, early or late-stage financing, or something in between, chances are good that we have had a client in a similar situation.

Refinancing & Restructuring

PPC manages all aspects of the financing transaction, from initial discussions with appropriate financing candidates, to the negotiation of competing term sheets, ultimately through closing.

Recently Completed Engagements

Meet the Team

As a result of advising on 150+ client engagements over the past 18+ years, PPC brings a unique mix of financial and strategic expertise to its clients, along with a fresh perspective from the outside market.

William T. Penkwitz


Christopher G. Riegg


Michael L. Burmesch



What Do
Our Clients Say?

Since 2004 a growing number of business owners, CEO’s, and senior management teams have relied on Promontory Point Capital to advise on matters relating to their strategic growth, ownership liquidity initiatives, and financing goals. Here are just a few of our client successes.

Jeff Van Straten,

President | Bentley World

“PPC was insightful and indispensable in leading us through a difficult situation. As CEO, I relied on PPC for guidance and structure in our sale to a foreign based company.”

Ronald Ishii,

Chairman | AESC, Inc.

“We could not have accomplished our objective to sell our business without PPC’s assistance and guidance. Thank you for everything you did for us!”

Jerin Zander,

President | Zander Solutions

“PPC’s expertise helped guide us through an extensive evaluation process of all of our options. We are excited about our Company’s future with our new financing partners.”

Let’s Have a Conversation

PPC brings deep financial and strategic expertise to the table along with a fresh perspective from the outside market. Beyond a company’s lawyer, outside accountant, and commercial lender, the fourth advisor to many successful, privately-held businesses is an experienced investment banker to advise on matters critical to building and realizing shareholder value.