Bill’s investment banking experience includes advising companies on alternative financing strategies and developing growth and liquidity strategies for business owners. Bill has managed or co-managed nearly 100 business owners on full liquidations, majority recapitalizations, and minority recaps. In addition to M&A, he has worked with a diverse group of companies relative to financing assignments including debt refinancings, obtaining equity investment, ESOPs, MBOs, and a variety of structured finance transactions.
Before co-founding Promontory Point Capital, Bill was a Managing Director with L. William Teweles & Co., a Milwaukee-based investment banking firm. His previous experience also includes years with U.S. Bank Capital Markets where he personally arranged over $200MM in structured finance transactions.
Bill earned his Masters Degree in Accounting and received a Bachelors Degree in Finance from the University of Wisconsin-Milwaukee. In addition to these degrees, Bill has passed the CPA examination and has completed post-graduate school studies in the areas of corporate finance and real estate.
Bill is an active Board member of several Wisconsin based organizations and is a shareholder in a number of privately-held businesses.