Client Profiles

We have had the opportunity to advise dozens of companies throughout our careers involving businesses with revenues from $5MM to well over $100MM.  Previous engagements have included ownership transitions, shareholder redemption and liquidity transactions, management buyouts, recapitalizations, and a variety of debt and equity financings along with consulting assignments.  Please contact us should you wish to learn more about how we added value to the following recent clients (in the interest of confidentiality, certain client names are not listed on our website):
 

Wausau Financial Systems, a leader in the development of processing systems for banks and commercial enterprises, engaged PPC to explore liquidity objectives for the founding shareholders. With more than 5,000 clients, the Company’s blue chip client list includes Tier I financial institutions and some of the largest remittance and other transaction processing companies in the industry.  In addition to an attractive valuation, our client desired a transaction that would achieve several personal objectives: identify a growth-minded partner for the business, keep management in place, keep the business in the same community, and allow certain employees to become equity owners. As the Company’s advisor, PPC marketed the opportunity to both financial and strategic acquirers, negotiated multiple proposals, and coordinated the due diligence process. The transaction satisfied not only the objectives of the majority shareholder, but also provided a new partner for the Company and its management team.

> C
lick here to read the press release.
 
 

L.S. Research and L.S. Compliance, an organization focused on wireless design, testing, and compliance certification, engaged PPC to explore liquidity objectives for the shareholders. Serving major international engineering and manufacturing clients, L.S. Research and L.S. Compliance uniquely provide customers with a seamless wireless development process from design concept through product development and certification. As the Company’s advisor, PPC approached both financial and strategic parties to achieve the client’s objectives of selling the business at an attractive valuation while allowing the Company to remain autonomous. The transaction resulted in favorable economics for the shareholders, while also providing management the opportunity to become owners and grow the business with a new equity partner.

> Click here to read the press release.
 
 

Software ONE, a leading software licensing business focused on the small and medium-size business (SMB) market, engaged PPC to explore liquidity objectives for the shareholders.  Founded in 1985, Software ONE serves a broad base of corporate, academic, and non-profit customers by providing software licensing solutions for all major publishers including Microsoft, Adobe, Symantec, Citrix, McAfee, and many others.  As the Company’s advisor, PPC confidentially approached a select number of parties that were interested in Software ONE’s position as a growing Microsoft LAR focused on the growing SMB niche.  Through a transaction with Switzerland-based Softwarepipeline, the selling shareholders received an attractive valuation and Software ONE’s employees continue to manage the licensing business in the United States.

> Click here to read the press release.
 
 

Franklin Energy Services was founded in 1989 as a business focused entirely on the administration and delivery of utility and government agency energy efficiency and renewable energy programs.  The Company leads development, administration, and implementation of conservation programs for clients targeting low income, residential, agricultural, commercial, and industrial markets in multiple states.  The founders of the Company had significantly grown the business and engaged PPC to explore their financial and strategic alternatives.  As a result of a transaction with a regionally-focused private equity group and existing management, the owners divested of a significant portion of their ownership in the Company at an attractive valuation.  Further, the shareholders achieved another key objective of keeping the business based in Port Washington, Wisconsin.
 
 

Varon Lighting Group is a holding company of wholly-owned niche lighting companies operating in commercial, industrial, and institutional markets.  Based in Chicago, the Company engaged PPC to pursue growth and acquisition alternatives for the business, including increasing Varon’s existing presence in the high growth energy efficient lighting market.  PPC provided advisory services to Varon and assisted in their acquisition and financing of Wisconsin-based Paragon Lighting, a niche provider of energy saving fluorescent lighting products. 
 
 

Conley Publishing Group is a printing, publishing and media corporation that brings together synergistic skills and a flexible operating structure to provide their customers superior products and services.  Conley Publishing's Media Group owns and operates newspaper and magazine publications in Wisconsin, Colorado, Texas and Arizona markets.

PPC was hired to assist in the acquisition of Austin Monthly magazine, a regional lifestyle magazine distributed throughout the greater Austin, Texas metropolitan area.
  
 

DOTLINE Mengo Industries, a manufacturer and distributor of high quality products into the outdoor recreational and leisure industries, engaged PPC to explore liquidity objectives for the majority shareholder. For over 35 years, DOTLINE has provided a comprehensive product offering consisting of approximately 400 SKUs encompassing fishing and tackle, marine, and swimming pool products.  Besides the obvious financial objectives of the majority shareholder to achieve the best economics, a second important personal objective was for the business to continue as an independent company. As the Company’s advisor, PPC prepared the Memorandum describing DOTLINE, marketed the opportunity to both financial and other types of potential partners, negotiated multiple offers for the Company, and coordinated the due diligence process.
 
 

Enforcement Technology Group is a leading distributor and supplier of products targeted to the law enforcement, corrections, private security, and military industries. PPC was engaged by the Company to consult on a variety of growth and financing options including pursuing acquisition and joint venture opportunities and securing debt and equity partners.
 
 

IDmicro provides industrial scale high-value asset and people tracking RFID (Radio Frequency Identification) solutions to US-based and international companies across multiple market sectors.  The Company engaged PPC to consult on growth and financing options, including marketing IDmicro to institutional equity investors.
 
 

Voicecue Technologies is Chicago-based software company specializing in real-time billing and stored value applications for the prepaid wireless and financial industries. PPC was engaged by the Company to consult on a variety of growth and financing options, including pursuing joint venture opportunities and securing debt and equity partners.
 
 

Award Hardwood Floors is a manufacturer and designer of quality engineered hardwood flooring products primarily sold to consumer markets in North America.  The Company’s product lines include a diverse selection of flooring styles produced in a wide range of wood species and colors.  PPC was engaged by the Company to advise on both growth and strategic alternatives, including pursuing acquisition and joint venture opportunities. 
 
 

Burger Boat Company Established in 1863, Burger Boat Company is the oldest custom yacht builder in North America. The Burger name is known throughout the world as the leading designer and builder of aluminum motor yachts ranging in size from 85 feet to over 150 feet in length.  With custom yacht projects that can take almost two years to complete and a growing backlog of multi-million dollar orders, Burger engaged PPC to advise on capitalization strategies appropriate for the Company. The engagement provided the Company’s owners and senior management with an unbiased perspective on the financing alternatives available to the business, including debt and equity options most appropriate given Burger's objectives.
 
 

Calcars Corporation with headquarters in Rockford, Illinois, operates in the alternative financial services market, which includes such services as buy-here / pay-here auto sales, pay day loans, check cashing services, and more. As the fourth largest chain of buy-here / pay-here auto stores serving the sub-prime segment of the used vehicle market, the owners of the business were seeking to explore their financing and ownership options. PPC was engaged by the Company to explore financial and strategic alternatives for the business.

> Click here to read the press release.
 
 

Corporate Transit of America designs, implements, and manages transportation networks for a diverse  range of clients including banks, hospitals, laboratories, and other service businesses.  Based in Little Rock, Arkansas, the Company is one of the largest, independent same-day ground delivery serve providers covering the central United States.  PPC was engaged by the Company to advise on growth and expansion options, including acquisitions and joint ventures.
 
 

NCL Graphic Specialties is a leading printer and supplier of high quality labels to consumer products companies. The Company was founded in 1963 as a commercial printer, began specializing in label production in 1975, and now produces more than 10 billion labels annually for a variety of industries. PPC was engaged by NCL to consult on capitalization options for the business, including the evaluation of sale-leaseback financing proposals as an alternative to traditional term debt. 
 
 

North Prairie Productions was formed to construct and operate a biodiesel production facility to be located in south-central Wisconsin.  With an annual capacity of 45 million gallons of biodiesel once completed, NPP will be one of the largest producers of this soy-based alternative fuel in the Midwest.  PPC was engaged by the Company to advise on sources of financing to fund the project. 
 
 

SafeAssured ID is the most comprehensive, technologically advanced youth identification solution in the industry. In the event that an enrolled child goes missing, SafeAssured ID provides families with the power to deliver media and law enforcement with immediate, holistic, and ready-to-broadcast information unique to the missing youth.  The Company engaged PPC to pursue and evaluate various growth opportunities including joint ventures, distribution agreements, and other strategic collaborations to expand the business. 
 
 

TRISEAL Corporation is a growing manufacturer of unitized oil-bath axle seals utilized by Class 6, 7, and 8 heavy-duty trucks. Additionally, the Company also provides hubcaps, gaskets, hubodometers, and tools to supplement the diverse product line. PPC was engaged by the Company to explore both strategic and financial alternatives for the business, including a full evaluation of existing capitalization and the identification of additional senior debt facilities.
 
 

U.S. Foods & Pharmaceuticals has developed a line of bone health products to promote bone formation and maintenance. With over 50% of women over age 50 being candidates for osteoporosis, the Company has a growing market for its dietary supplement, OstiGen. PPC was engaged by the Company to assist in the development of meaningful projections and the crafting of a detailed Memorandum to market the business to institutional equity investors.romote bone formation and maintenance. With over 50% of women over age 50 being candidates for osteoporosis, the Company has a growing market for its dietary supplement, OstiGen. PPC was engaged by the Company to assist in the development of meaningful projections and the crafting of a detailed Memorandum to market the business to institutional equity investors.
 
 

White Clover Dairy produces a variety of high quality specialty branded cheeses including Gouda and Edam under the White Clover and Holland Farms names. In addition, under private label arrangements, White Clover Dairy manufactures a wide variety of cheeses for some of the largest cheese marketers in the world including Arla Foods, Schreiber Foods, Sargento, and Kraft. The Company engaged PPC to explore strategic and financial alternatives including reviewing existing and future financing needs of the business, identifying potential joint venture candidates, along with executing other initiatives consistent with the long-term objectives of the shareholders.

> C
lick here to read the press release.
 

 

PROMONTORY POINT CAPITAL    826 North Plankinton Avenue    Milwaukee, Wisconsin 53203    Office: (414) 225-0484    Fax: (414) 225-0485
Home | About Us | Services | Client Profiles | Partner Bios | Promontory Point Partners | Promontory Point Capital Brochure | Newsletter | Contact