Promontory Point Capital 2020 Recap-2021 Preview

2020 Recap / 2021 Preview

We are appreciative of the trust placed in our firm by our clients and numerous trusted business advisors which helped make 2020 another successful year for Promontory Point Capital. Looking ahead to 2021, we are grateful to be celebrating our 17th 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 led over 150 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 2020) 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 privately-held and family-held companies, many of PPC’s 2020 activities involved client engagements to address a variety of shareholder liquidity or company financing objectives. Several of PPC’s “Done Deals” from 2020 are highlighted below and illustrate a range of client business types, engagement objectives, and transaction outcomes successfully arranged by our firm:

Provider of Graduation, Athletic, & School Photography Services
Sale to a Financial Buyer & Management

Integrated Print, Marketing, and Direct Mail Services Provider
Sale to a Strategic Buyer

Niche Catalog Printer Serving Multiple Consumer Markets
Arrangement of New Senior Bank Debt

B2B & B2C Value-Added Distributor of Electronic Mounting Solutions
Recapitalization with a Private Equity Partner

SaaS Platform for the Real Estate Management Industry
Sale to a Strategic Buyer

Niche Catalog Printer Serving Multiple Consumer Markets
Sale to a Private Equity Firm

We welcome the opportunity in 2021 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 2021, 2022, 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 early during the New Year 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.