About Our Investment Banking Boutique

Headquartered in Milwaukee, Promontory Point Capital is an investment banking boutique with a primary focus on Midwest-based privately-held businesses.  Today’s business environment is rapidly changing and privately-held businesses face more challenges than their public company counterparts.  While larger competitors have resources to provide guidance and may easily access capital to capitalize on opportunities, the vast majority of privately-held businesses lack these advantages.

Lack of resources to navigate through strategic and financial issues can be a roadblock to your success. Consider that your existing external advisors likely consist of an attorney, an accountant, and a commercial lender, each who obviously has their areas of expertise and your best interests in mind.  However, which of these advisors can provide an objective opinion backed by current market knowledge on the value of your business?  Which can provide an unbiased look at your financial statements and whether your sources of capital are appropriate? Which has advised on both sides of the negotiating table, either as a buyer or seller, or as a principal providing financing, or as an advisor seeking debt or equity funding?

Promontory Point Capital advisors, Milwaukee, Wisconsin

PPC brings a unique mix of financial and strategic expertise to the table along with a fresh perspective from the outside market.  The fourth advisor for many successful privately-held businesses is an experienced investment banker to advise on situations critical to building and realizing shareholder value.  We encourage you to review the other areas of our website to learn more about our services for privately-held clients and welcome your inquiry.

The Promontory Point Name

On May 10th, 1869 at Promontory Point, Utah the Union Pacific’s No. 119 and the Central Pacific’s Jupiter trains touched to complete the first transcontinental railroad in the United States. The merger of these two railroads was significant as it bridged East with West, a monumental accomplishment. The driving of the famed “Golden Spike”, which signified the completion of the merger, united our country into the 20th century.

The principals of Promontory Point are experienced at bringing parties together and our clients benefit from our expertise in working with business owners, investors, lenders, and lawyers. As advisors to privately-held businesses, we are typically introduced into situations where ultimately the bridging or uniting of people and ideas is critical to achieve a single, mutual objective – just as they did at Promontory Point in 1869.

Coin depicting the merger of two railroads at Promontory Point, Utah

What our clients say

“I highly recommend to business owners and CEO’s to always use a competent advisor such as Promontory when raising capital or engaging in M&A activity. Your team is well suited for both and will undoubtedly serve others well …”

Matt Boettner
President and CEO, ASG

“Working with PPC was a pleasure.Your firm played a key role in helping Pierce Engineers Inc. plan and navigate our internal transition plan from senior ownership to new ownership within our firm for years to come.You were both hands on in our discussions and process and presented us with many options to consider along our path to transition.”

Randy Elliott
President, Pierce Engineers, Inc.

“Through the process, PPC and Bill Penkwitz, its lead partner on the deal, provided outstanding guidance; exceptional understanding and management of the process; consistent, clear and fast-response communications with all parties; and a great sensitivity to hitting transaction milestones …”

Tom Magulski
Titan, Inc

Ready to Talk?

PPC brings deep financial and strategic expertise to the table along with a fresh perspective from the outside market. Please contact our investment banking boutique to discuss your objectives.