Access to Capital Directory
Published February 18, 2013
Promontory Point Capital
322 E. Michigan St., Suite 500
Milwaukee, WI 53202
Key Contact:
Chris Riegg
Bill Penkwitz
Steve Mayer
Phone: (414) 225-0484
Fax: (414) 225-0485
Year Founded: 2003
General Business Description: PPC is an investment banking firm focused on ownership transitions, M&A services, and securing debt and equity capital for our clients.
Two most common transaction sizes:
$10 mil - $19.9 mil
$20 mil - $39.9 mil
Top three industries in which transactions have been conducted:
Manufacturing
Business Services
Technology
Access to Capital Services : Capital Acquisition
Due Diligence
Exit Strategy
Financial Analysis
Financing
Growth Strategy
Leasing - Equipment
Loans - General
Management Buyout
Offering Materials
Prepare Company for Sale
Private Equity Acquisition
Recapitalization
Sale Leaseback
Strategic Acquisition
Strategic Investment
Transaction Marketing
Banks/Credit Unions
Investment Banking & M&A Firms
Number of investment bankers on staff: Under 5
Total number of transactions closed in past 18 months: 8 to 12
Percentage of transactions, buy vs. sell: 50% buy, 50% sell
Current transactions under Letter of Intent: Under 2
Private Equity Groups
Accounting, Legal & Valuation Firms
Other Organizations: Social Services/ Nonprofits, Government Programs. Venture Capital, Leasing & Real Estate Companies