Chris’s investment banking career has focused on advising ownership groups and leadership teams on a wide variety of business and transaction objectives. He has advised well over 200 business owners and executive management teams on the exploration of strategic and financial alternatives including business sale and acquisition matters (M&A), debt refinancing, restructuring, and recapitalization initiatives, and the arrangement of institutional debt and private equity capital. Over his 30+ years within the financial services industry, Chris has had exposure to a broad spectrum of industries including companies representing manufacturing, service, distribution, and technology sectors. Throughout his career, Chris has helped clients solve a variety of complex business issues involving matters pertaining to growth, acquisition, business development, financing, ownership transition, business structure, and has also helped companies out of distressed situations.
Prior to co-founding Promontory Point Capital in 2004, Chris was a Managing Director with L. William Teweles & Co., a Milwaukee-based investment banking firm. His previous professional experience also includes years with U.S. Bank Capital Markets and J.P. Morgan Chase. Chris has completed numerous client engagements involving ownership transitions, full and partial business sales, and a vast array of corporate finance assignments encompassing banks, insurance companies, mezzanine funds, private equity groups, and other types of institutional investor groups.
Chris earned a Master’s Degree in Corporate Finance from Marquette University and he obtained a Bachelor’s Degree in Accounting from the University of Wisconsin-Milwaukee. His professional credentials include earning the Charted Financial Analyst (CFA) designation and he also successfully completed the CPA exam. Chris serves as an advisor to several private organizations and has served as an advisory board member for several privately-held companies.