PPC’s 2024-Recap 2025 Preview

We appreciate the trust that our clients and fellow business advisors placed in our firm during 2024 which contributed to another successful year for Promontory Point Capital. As we look ahead, we are excited to celebrate our firm’s 21st year in serving as a valued advisor to a growing number of privately-held businesses, many of which are family-held.

Since being established in 2004, Promontory Point Capital has successfully led over 190 client engagements involving succession planning, ownership transition and shareholder liquidity goals, debt and equity financing initiatives, and strategic growth objectives. Our experienced team of investment bankers continues to provide in-depth expertise to a diverse range of privately-owned businesses with revenues from $10MM to over $100MM.

PPC’s activities during 2024 involved client engagements to address a variety of shareholder liquidity and company financing objectives. Despite a changing M&A and financing environment, we have remained committed to our firm’s mission for our clients: Results Matter. Several of PPC’s “Done Deals” from 2024 are highlighted below showcasing a variety of client businesses, engagement objectives, and successful outcomes arranged by our firm:

Designer & Global Manufacturer of Industrial Transformers
Sale to a Strategic Acquirer

Manufacturer of Cleaning Process Additives and Chemical Products
Refinancing Initiative

Manufacturer of CNC Spindles to Industrial Markets
Sale to a Private Equity Acquirer

Industrial Property Leased to a Manufacturer
Sale-Leaseback Transaction

Manufacturer of Metal Packaging to the Cosmetics Sector
Sale to a PE-Backed Strategic Acquirer

Distributor of Utility and Sewage Trucking Equipment
Sale to a Strategic Acquirer

Designer & Manufacturer of Motorsports Products
Sale to a PE-Backed Strategic Acquirer

Manufacturer and Distributor of Products to the Coatings Sector
Refinancing Initiative

We welcome speaking with business owners, company leadership teams, and fellow business advisors to privately-held and family-held enterprises regarding their strategic and financial goals for 2025 and beyond. Many of PPC’s most successful client relationships were first established through an introduction by a company’s lawyer, commercial lender, accountant, or another business or family advisor. Whether ownership or company initiatives are planned for the current year, 2026, or beyond, an introductory conversation with Promontory Point Capital has been an important first step for a growing number of privately-held and family-owned businesses. Many inquiries to Promontory Point Capital have included objectives encompassing:

Ownership Planning, including Transition & Liquidity Goals: PPC is frequently introduced to business owners and/or senior management teams when shareholders are interested in learning about their options involving a potential sale of all or a portion of a business. We have arranged numerous transactions involving strategic partners, private equity firms, ESOPs, management buyouts, and other types of shareholder “recaps” including both minority and majority recapitalizations.

Financing, Refinancing, & Debt Restructuring: PPC is oftentimes referred into situations where a business encounters a funding need that is beyond the comfort zone of a company’s existing senior bank lender. PPC has arranged numerous transactions for companies involving senior bank debt, non-bank debt, subordinated debt, sale-leaseback financing, and other forms of institutional funding to support growth, acquisitions, shareholder redemptions, management buyouts, and other corporate initiatives.

Strategic Growth/M&A: Companies that have an interest in growing and expanding via acquisition or strategic joint venture are regularly referred to PPC given our firm’s extensive corporate development experience.

Please visit PPC’s website at www.promontorypointcapital.com for additional information on our firm’s advisory services, investment banking capabilities, and numerous client successes.