Consultative Services

Successful business executives regularly review and evaluate their options to capitalize on opportunities.  But with a limited number of hours in the week, it is difficult to set aside the dedicated time required to thoroughly develop and analyze strategic and financial plans.

Promontory Point Capital provides tailored consultative services executed by dedicated, experienced professionals to augment company goals.  These customized engagements provide an objective outsider’s perspective and include elements to specifically address growth objectives of the business and/or liquidity objectives of shareholders.  Typical instances where the assistance of an investment banking boutique like PPC would prove useful include:

• Defining and executing Corporate Development initiatives such as mergers, acquisitions, and joint ventures.

• Capitalization strategies relative to the appropriate sources of capital and structure given a business’s short, medium, and long-term objectives.

• Debt or equity financing to fund specific events such as internal growth or expansion, acquisitions, refinance or debt restructuring, and/or shareholder liquidity objectives.

• Planning and executing an ownership transition.

We are versed in a variety of transactions involving privately-held businesses and look forward to learning more about your objectives.