Promontory Point Capital Team
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.
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?
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
Promontory Point Name
On May 10th, 1869 at Promontory Point, Utah the Union Pacific's No. 119 and the Central Pacific's Jupiter trains touched to complete the first transcontinental railroad in the United States. The merger of these two railroads was significant as it bridged East with West, a monumental accomplishment. The driving of the famed “Golden Spike”, which signified the completion of the merger, united our country into the 20th century.
The principals of Promontory Point are experienced at bringing parties together and our clients benefit from our expertise in working with business owners, investors, lenders, and lawyers. As advisors to privately-held businesses, we are typically introduced into situations where ultimately the bridging or uniting of people and ideas is critical to achieve a single, mutual objective – just as they did at Promontory Point in 1869.