Promontory Point Capital 2019 Recap-2020 Preview

We are appreciative of the trust placed in our firm by our clients and numerous trusted business advisors which helped make 2019 another successful year for Promontory Point Capital. Looking ahead to 2020, we are grateful to be celebrating our 16th year in serving as a valued and trusted advisor to a growing number of privately-held, many of which are family-held, businesses.

Since being established in 2004, Promontory Point Capital has successfully completed over 135 client engagements encompassing ownership transition objectives, funding initiatives, as well as a variety of strategic goals. PPC’s experienced team of investment bankers (which expanded during 2019) continue to provide in-depth expertise to ownership groups and leadership teams representing companies across a diverse set of industries and company stages.

With a continued emphasis on advising Midwest-based privately-held and family-held companies, many of PPC’s 2019 activities involved client engagements to address a variety of shareholder liquidity or company financing objectives. Several of PPC’s “Done Deals” from 2019 are highlighted below and illustrate a range of client business types, engagement objectives, and transaction outcomes successfully arranged by our firm:

Niche Print Management Services Including Creative and Direct Mail Offerings
Sale to a Strategic Buyer

Family-owned Multi-site Provider of Funeral Care & Cremation Services
Sale to a Strategic Buyer

Full-Service Printer & Decorative Molder Serving Multiple Industries
Arrangement of New Senior Bank Debt

Regional Provider of Thermoplastic Design and Injection Molding Services
Sale to a Strategic Buyer

We welcome the opportunity in 2020 to collaborate with business owners, family ownership groups, company leadership teams, as well as other trusted business advisors on how Promontory Point Capital’s investment banking expertise can be helpful to the achievement of strategic and financial objectives. Many inquiries to Promontory Point Capital include business objectives encompassing:

• Ownership Planning, including Transition & Liquidity Goals: We are frequently introduced to owners or senior management teams when owners are interested in learning about their options involving a potential sale of all or a portion of their business. We have arranged 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: A company may have either short-term or long-term funding needs that are beyond the comfort zone of its existing senior bank lender. PPC arranges capital for companies including senior bank debt, non-bank debt, subordinated debt, sale-leaseback, and other forms of institutional funding to fund growth, acquisitions, shareholder redemptions, management buyouts, and other corporate purposes.
• Strategic Growth/M&A: A company may have an interest in growing and expanding by acquisition or strategic joint venture and wish to have an initial conversation regarding their strategic growth objectives.

Whether initiatives are planned for 2020, 2021, or even beyond this timeline, to ensure success, we have found it is never too early to begin planning for tomorrow’s goals. We look forward to connecting with you during 2020 and invite you to visit our recently redesigned website at www.promontorypointcapital.com for additional information on our firm’s advisory services, investment banking capabilities, and numerous client successes.