Because Results Matter
Promontory Point Capital is an investment banking boutique 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
As an investment banking boutique, 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.
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.
Recently Completed Engagements
- Cotta Transmission CompanyPromontory Point Capital2022-12-27T20:16:55+00:00
Cotta Transmission Company
- 2022 - - American Iron & AlloysPromontory Point Capital2022-11-21T18:24:51+00:00
American Iron & Alloys
- 2022 - - American Metal TechnologiesPromontory Point Capital2022-07-28T16:32:39+00:00
American Metal Technologies
- 2022 - - Midwest Perishables, Inc.Promontory Point Capital2022-06-13T14:18:03+00:00
Midwest Perishables, Inc.
- 2022 - - Universal Shield Insurance Group, Inc.Promontory Point Capital2022-01-28T18:56:39+00:00
Universal Shield Insurance Group, Inc.
- 2021 - - Clinkenbeard & AssociatesPromontory Point Capital2022-01-28T18:47:11+00:00
Clinkenbeard & Associates
- 2021 - - Lexington/Boston Capital/TaazaaPromontory Point Capital2021-04-22T17:34:57+00:00
Lexington/Boston Capital/Taazaa
- 2020 -
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.
OUR CHICAGO PARTNERS:
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
Packaging
“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.