PPC’s activities during 2023 involved client engagements to address a variety of shareholder liquidity and company financing objectives. Despite a changing M&A and financing environment during 2023 (which is continuing into 2024), PPC continues to execute our firm's "Results Matter" mission for our clients. Several of PPC’s “Done Deals” from 2023 are highlighted below and illustrate a range of client business types, engagement objectives, and transaction outcomes successfully arranged by our firm:

Manufacturer of Precision-Machined Bearings for Industrial Applications

Shareholder Buyout / Recapitalization

Manufacturer of Building Products Sold to Contractors and Consumers

Ownership Transition / Sale to a Strategic Buyer

Designer and Manufacturer of Metal Hinges and Industrial Stampings

New Non-Bank Revolving Credit & Term Loan Financing

Manufacturer of Metal Stampings for Appliance and Automotive Markets

Ownership Transition / Sale to a Financial Buyer

Niche Manufacturer of Coffee and Tea Presses for Consumer Markets

Corporate Divestiture /

Sale to a Strategic Buyer

Manufacturer of Circuit Breakers and Specialty Electric Products

Working Capital and Acquisition Financing

As we celebrate our firm's 20th anniversary, we look back on two decades of success in helping our clients achieve their strategic and financial goals. Many of PPC's most successful client relationships were first established through an introduction by a company's lawyer, commercial lender, accountant, or another business or family advisor. Whether ownership or company initiatives are planned for 2024, 2025, or beyond, an introductory conversation with Promontory Point Capital has been an important first step for a substantial number of privately-held and family-owned businesses. Many inquiries to Promontory Point Capital include objectives encompassing:



Ownership Planning, including Transition & Liquidity Goals: PPC is frequently introduced to business owners and/or senior management teams when shareholders are interested in learning about their options involving a potential sale of all or a portion of a business. We have arranged numerous 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: PPC is oftentimes referred into situations where a business encounters a funding need that is beyond the comfort zone of a company's existing senior bank lender. PPC has arranged numerous transactions for companies involving senior bank debt, non-bank debt, subordinated debt, sale-leaseback financing, and other forms of institutional funding to support growth, acquisitions, shareholder redemptions, management buyouts, and other corporate initiatives.

Strategic Growth/M&A: Companies that have an interest in growing and expanding via acquisition or strategic joint venture are regularly referred to PPC given our firm's extensive corporate development experience.

We look forward to connecting with you early in 2024 and invite you to visit PPC's website at www.promontorypointcapital.com for additional information on our firm's advisory services, investment banking capabilities, and numerous client successes.