ADVISORS TO PRIVATELY HELD & FAMILY-OWNED BUSINESSES

Strategic & financial clarity for what comes next.

Promontory Strategy Group (PSG) helps ownership and leadership teams evaluate options, prepare for transactions, and make confident decisions about strategic growth, ownership liquidity & transition, and capital structure.

  • Transaction experience spanning decades

  • Trusted by ownership groups, leadership teams, & their advisors

  • Upper Midwest focus, national reach

INSIGHT.EXECUTION.RESULTS.

Is your company prepared for a future transaction?

  • Insight — Clear perspective across all strategic options

  • Execution — Experienced advisors who know how to get things done

  • Results — Measurable outcomes aligned with ownership goals

PSG’s leadership has served as ownership’s trusted investment banker and strategic advisor in over 200 situations over the past 20 years.

SERVICES

SERVICES WE PROVIDE

Strategic & Financial Advisory Services for Privately Held Companies

PSG provides an outside, strategic perspective that complements your attorney, accountant, and banking relationships—helping you explore options and execute on the path that best aligns with shareholder objectives.

Pre-transaction advisory

Strategic and financial preparation to optimize a future business sale or ownership liquidity event, a strategic acquisition, or a financing or refinancing event.

PROPER PREPARATION BEFORE A FUTURE EVENT

Succession planning & ownership transitions

Trusted, experienced, transaction leadership for privately held and family-led businesses seeking to achieve shareholder liquidity, succession, and other goals.

EXECUTING ON A PLAN TO ACHIEVE OWNERSHIP’S GOALS

Strategic corporate development / M&A

Outsourced corporate development support—from acquisition strategy and target outreach to deal evaluation and negotiation.

GROWTH THROUGH ACQUISITION

Financing & refinancing initiatives

Deep corporate finance expertise to advise on financing alternatives to achieve a company’s funding or refinancing objectives.

ALIGNING CAPITAL WITH STRATEGY

SUCCESSES

PAST SUCCESSES

Representative engagements

PSG has advised ownership groups across manufacturing, distribution, business services, and technology— often in situations where a significant portion of shareholder wealth is tied to the business.

SUCCESSION PLANNING

Executing successful ownership transitions

Designed and executed a sale that preserved legacy, leadership, and a loyal workforce.

OWNERSHIP LIQUIDITY

Delivering multi-generational liquidity outcomes

Executed a transaction enabling family shareholders to achieve liquidity through a strategic sale.

M&A ADVISORY

Expansion through strategic acquisition

Advised on strategic M&A to expand customer access and revenue streams.

FINANCING & REFINANCING

Attracting non-bank debt capital for growth

Secured growth capital to support global expansion for a family-owned business.

WHY OWNERS ENGAGE PSG

Objective guidance alongside your existing advisors

PSG does not replace your attorney, accountant, or commercial lender—we sit alongside them, providing an objective market perspective on business value, capital structure, and transaction alternatives.

  • Experience across more than 200 ownership groups and leadership teams.
  • Insight into both sides of the table—acquirers, sellers, lenders, and investors.
  • Hands-on execution support from strategy and preparation through closing.

Every engagement is tailored to the specific goals, timeline, and sensitivities of the shareholders involved.

WHO PSG SERVES

Privately held & family-owned companies

PSG primarily serves companies headquartered in Wisconsin, Illinois, and the greater Upper Midwest, while maintaining relationships and transaction partners across the U.S.

TRUSTED BY OWNERS IN

Manufacturing & Industrial

Distribution & Logistics

Business & Professional Services

Technology & Specialized Sectors

ABOUT

LEADERSHIP

Insight. Execution. Results.

Promontory Strategy Group is led by Christopher Riegg, CFA, CPA—a seasoned investment banker and strategic advisor to privately held and family-owned businesses.

30+ YEARS TRANSACTION & ADVISORY EXPERIENCE

Christopher Riegg, CFA, CPA

Partner and Founder, Promontory Strategy Group
Content Creator, Riegg Insights
Partner and Co-Founder, Promontory Point Capital

Chris has advised more than 200 ownership groups and leadership teams on succession planning, ownership transitions, mergers & acquisitions, and complex financing outcomes across manufacturing, distribution, business services, and technology sectors.

In addition to establishing and leading Promontory Strategy Group, Chris is also a partner with Promontory Point Capital, an investment banking firm he co-founded in 2004. His investment banking, corporate strategy, and financial services career also includes roles at L. William Teweles & Co., U.S. Bank Capital Markets, and J.P. Morgan Chase.

Chris earned a Master’s degree in Corporate Finance from Marquette University and a Bachelor’s degree in Accounting from the University of Wisconsin–Milwaukee. He is a Chartered Financial Analyst (CFA) and a licensed CPA in the State of Wisconsin.

INSIGHTS

RIEGG INSIGHTS

Perspective for owners & leadership teams

Riegg Insights shares practical commentary on ownership transitions, capital structure, and strategic alternatives. The PSG website highlights recent topics and directs visitors to the full library on RieggInsights.com.

SUCCESSION & TRANSITION

Optimizing Goals Encompassing Legacy, Leadership, and Shareholder Value

Legacy manufacturers often require more than valuation expertise – they require advisors who understand…

Read the insight

FAMILY-OWNED EXIT PLANS

Transitioning a Household Brand to a Strategic Acquirer

For many privately held businesses, success is not only measured in financial terms — but in continuity, care for employees…

Read the insight

OWNERSHIP LIQUIDITY GOALS

Guiding Family-Owned Legacy, Through a Sale, Into its Next Era of Growth

Family-owned businesses often face complex transitions that blend emotion with strategy. Having an experienced advisor…

Read the insight

Looking for more? Visit Riegg Insights for additional commentary and case examples.

CLIENT PERSPECTIVE

What owners & leaders say about working with PSG

PSG engagements are often confidential, but select testimonials highlight the firm’s role in guiding families and leadership teams through transformative events.

“Christopher’s expertise and guidance were essential in facilitating a smooth transition of the family’s ownership, ensuring that the company, its brand, and its loyal employees would continue to thrive.”

— General Manager, family-owned manufacturing company

“Chris did an excellent job guiding us through every step of the process. Your efforts led to an excellent outcome for leadership and shareholders.”

— President, industrial manufacturer

METRICS

SUCCESS STORIES

A track record built over decades

While every engagement is unique, PSG’s history reflects a consistent focus: helping privately held and family-owned businesses navigate complex transitions with clarity and confidence.

30+ yrs

TRANSACTION EXPERIENCE

200+

OWNERSHIP GROUPS ADVISED

100%

PRIVATELY HELD FOCUS

Upper Midwest

CORE GEOGRAPHY

CONNECT

CONNECT

Request a confidential consultation

Share a bit about your company, objectives, and timing. PSG will follow up to schedule a confidential conversation and determine how we can be most helpful.

Promontory Strategy Group

790 North Milwaukee Street, Suite 200
Milwaukee, WI 53202

PSG primarily serves privately held and family-owned companies in Wisconsin, Illinois, and the greater Upper Midwest, while maintaining relationships and transaction partners across the U.S.

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