Headquartered in Milwaukee, Promontory Point Capital is an investment banking boutique with a primary focus on Midwest-based privately-held businesses.  Today’s business environment is rapidly changing and privately-held businesses face more challenges than their public company counterparts.  While larger competitors have resources to provide guidance and may easily access capital to capitalize on opportunities, the vast majority of privately-held businesses lack these advantages.

Lack of resources to navigate through strategic and financial issues can be a roadblock to your success. Consider that your existing external advisors likely consist of an attorney, an accountant, and a commercial lender, each who obviously has their areas of expertise and your best interests in mind. However, which of these advisors can provide an objective opinion backed by current market knowledge on the value of your business?  Which can provide an unbiased look at your financial statements and whether your sources of capital are appropriate? Which has advised on both sides of the negotiating table, either as a buyer or seller, or as a principal providing financing, or as an advisor seeking debt or equity funding?

PPC brings a unique mix of financial and strategic expertise to the table along with a fresh perspective from the outside market.  The fourth advisor for many successful privately-held businesses is an experienced investment banker to advise on situations critical to building and realizing shareholder value.  We encourage you to review the other areas of our website to learn more about our services for privately-held clients and welcome your inquiry.