PPC Expands Investment Banking Team

Promontory Point Capital is excited to announce the addition of Adam Webb as the newest member of our firm's investment banking team. Adam recently joined Promontory Point Capital and assists the firm’s engagement efforts in performing market and industry research, financial modeling, and other activities to support our client’s objectives. In addition to supporting the firm’s client activities, Adam is involved with helping to manage PPC’s expanding network of private equity groups, strategic buyers, and a variety of bank and non-bank capital sources.

A Wisconsin native, Adam graduated from Marquette University in 2022 with Majors in Finance and Accounting. While attending college, Adam centered his education around investments, participating in the Applied Investment Management (AIM) Program at Marquette, tasking students in serving as research analysts in managing approximately $2.5 million of Marquette University’s endowment fund across fixed income and equity securities. Adam is currently furthering his financial knowledge, preparing to earn the Chartered Financial Analyst (CFA) industry credential. Outside of the office, Adam enjoys spending time with family, staying active, and the outdoors.

Promontory Point Capital is a Milwaukee-based investment banking firm focused on the needs of Midwestern privately-held businesses. Since being formed in 2004, our firm has led over 150 client engagements including the evaluation of business sale and recapitalization options, the arrangement of debt and equity financing, and the planning and execution of growth strategies involving acquisitions, mergers, and joint ventures. Many inquiries to Promontory Point Capital include business objectives encompassing:

Ownership Planning, including Transition & Liquidity Goals: We are frequently introduced to owners or senior management teams when owners are interested in learning about their options involving a potential sale of all or a portion of their business. We have arranged transactions involving strategic partners, private equity firms, ESOPs, management buyouts, and other types of shareholder “recaps” including both minority and majority recapitalizations.

Financing, Refinancing, & Debt Restructuring: A company may have either short-term or long-term funding needs that are beyond the comfort zone of its existing senior bank lender. PPC arranges capital for companies including senior bank debt, non-bank debt, subordinated debt, sale-leaseback, and other forms of institutional funding to fund growth, acquisitions, shareholder redemptions, management buyouts, and other corporate purposes.

Strategic Growth/M&A: A company may have an interest in growing and expanding by acquisition or strategic joint venture and wish to have an initial conversation regarding their strategic growth objectives.

We welcome your confidential inquiry and encourage you to visit our firm's new website at

www.promontorypointcapital.com for more information on our organization's capabilities and numerous other client successes.