Engagement Snapshot

Cary Francis Group executes marketing and fulfillment programs of promotional merchandise for their Fortune 500 clientele including John Deere, Sears, NAPA Automotive, True Value, and a host of other recognized brands. Operating out of Milwaukee, CFG’s outsourced services encompass the delivery of brand marketing and promotional merchandise programs, incentive and recognition programs, and fulfillment and warehouse services to an expanding base of clients. CFG was introduced to Promontory Point Capital as the Company was seeking professional advice and financing to address organic growth and acquisition opportunities. PPC successfully arranged an asset-based credit facility with a new lender with a borrowing structure better suited for the Company’s growing working capital needs.