On behalf of Promontory Point Capital (www.promcp.com), Happy (albeit, belated) New Year.

We wanted to take a moment to thank our clients, fellow trusted business advisors, and families for all of their support over the past year. 2012 was truly a success on a variety of levels for both our clients and Promontory Point Capital. While we are only 3 weeks into 2013, given our firm's current activity level, we anticipate another exceptional year!

With a continued focus on achieving the strategic and financial objectives involving privately-held companies, PPC successfully closed 6 client engagements during 2012. These client engagements involved a diverse mix of goals including two clients seeking to fund growth and expansion initiatives, two clients seeking to divest of their ownership interests in their business, and two other clients seeking to grow their companies by acquisition & joint venture.


Growth Financing
  
Sale of Business
 
Sale of Business
        

Growth Financing

Joint Venture
 
Acquisition Search & Financing

In addition to these Done Deals, PPC finished 2012 managing several other exciting client engagements poised to close during the first few months of 2013. Since affiliating with Chicago-based Promontory Point Partners in 2004, Promontory Point Capital has assisted over 80 privately-held companies in achieving financial and strategic success. We continue to welcome introductions to companies that are seeking to address any of the following situations:

  • Business owners and management teams wishing to better understand their options relative to ownership liquidity strategies or financing alternatives.
  • Growth orientated companies requiring financing for expansion.
  • Funding needed to finance acquisitions, shareholder redemptions, or buyouts.
  • Under-capitalized businesses needing an injection of “junior” capital beyond bank debt, such as subordinated debt or equity capital.
As you read this email and think about your objectives for 2013, please make reaching out to us a New Year's Resolution. Whether it is to catch us up on your recent activities, to discuss your strategic or financial goals for the New Year, or to confidentially discuss a situation where our firm might be of assistance, we welcome your call. On behalf of Promontory Point Capital, we wish you a prosperous 2013 and hope to speak with you soon.

Chris Riegg
Partner
Promontory Point Capital
(414) 225-0484 x2

[email protected]

  Bill Penkwitz
Partner
Promontory Point Capital
(414) 225-0484 x3

[email protected]
  Steve Mayer
Partner
Promontory Point Capital
(414) 225-0484 x4

[email protected]

Jeff Vogelsang
Partner
Promontory Point Partners
(312) 925-9972

[email protected]
 
Mike Barto
Partner
Promontory Point Partners
(847) 800-1490

[email protected]
 
Tim Wright, PMP
Consultant
Promontory Point Partners
(773) 531-1356

[email protected]



       322 East Michigan Street, Suite 500
       Milwaukee, WI 53202
       414-225-0484