Ownership Transitions

For virtually every business owner, a vast majority of their personal net worth is directly tied to the ownership interest in their business. Whether an owner is 35 or 65, it is never too early to begin planning one’s liquidity strategy. What is a liquidity strategy? Basically, it is a plan for a business owner to monetize a portion, and ultimately all, of their largest investment – the investment in their company.

Mergers & Acquisitions

Whether your Company is trying to grow externally via merger, acquisition, joint venture, or strategic collaboration, does your organization have the resources and experience necessary to successfully accomplish this objective? While your strategic plan may have a specific objective to grow externally, this objective typically goes unfulfilled from year-to-year through a passive approach to acquisitions. An active approach is the only serious and successful way to accomplish this objective.

Shareholder Recapitalization

A recapitalization as a financing or liquidity alternative is often overlooked by privately-held companies. Whether a business is undercapitalized and in need of subordinated debt or equity capital, or is at a point where shareholders wish to evaluate divesting of a portion of their investment in the business, Promontory Point Capital can help achieve these goals.

Advisory Services

Successful leadership teams regularly review and evaluate their options to capitalize on opportunities. But with a limited number of hours in the week, it is difficult to set aside the dedicated time required to thoroughly develop and analyze strategic and financial plans.

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 us to discuss your objectives.