Promontory Strategy Group was built on decades of experience working with privately held and family-owned businesses across the Midwest and beyond. Over the course of his career, Christopher Riegg has advised business owners on a wide range of ownership transitions, acquisitions, and strategic and financial decisions, developing a practical understanding of how these moments shape a company’s long-term direction.

That experience continues to define the work we do today. PSG works closely with business owners and leadership teams at some of the most important decision points in a company’s life, bringing a structured, disciplined approach to evaluating options and moving forward with clarity.

Built on Experience Across Ownership Transitions and Strategic Decisions

Promontory Strategy Group reflects decades of experience advising privately held and family-owned businesses through ownership transitions, acquisitions, financing, and capital decisions.

Our team, led by Christopher Riegg, has worked with business owners across a range of industries, including manufacturing, business services, distribution, and technology. Over time, this work has involved guiding companies through changing market conditions, evolving ownership structures, and complex financial decisions that require both technical understanding and practical judgment.

While no two situations are exactly the same, many of the underlying challenges are familiar. That experience allows us to approach each engagement with a clear framework while still adapting to each business’s specific goals and structure.

Many of these engagements begin well before a transaction takes place, where early planning often leads to more flexibility and stronger long-term outcomes.

A Consistent Approach Across Changing Business Needs

While each client engagement is unique, the approach behind the work remains consistent. That approach has been shaped by years of working through ownership transitions, acquisitions, and capital decisions where timing, coordination, and clarity all play a role in the outcome.

We focus on:

  • Understanding the ownership structure and long-term objectives
  • Evaluating a full range of strategic alternatives
  • Coordinating with legal, tax, and financial advisors
  • Structuring decisions in a way that aligns with both business and personal goals
  • Managing execution through a disciplined and organized process

This allows business owners to move forward with a clearer understanding of their options, rather than reacting to a single path or limited perspective.

Supporting Leadership Teams Through Complex Decisions

In many cases, leadership teams are responsible for navigating decisions that extend beyond day-to-day operations. These situations often build over time and require decisions that reach beyond routine business activity.

These may include:

Promontory Strategy Group works alongside leadership teams to provide a structured framework for evaluating these decisions and moving forward with clarity.

Experience That Carries Forward

The experience behind PSG is built on years of business financial advisory services across a wide range of industries, transaction types, and market environments.

That experience continues to inform how we approach each engagement today. Rather than starting from a blank slate, we draw on past work to identify potential challenges early, evaluate available options more thoroughly, and guide decisions with a steady, informed perspective.

For business owners, this often means fewer surprises, better alignment across advisors, and a more structured path forward.

A Practical, Long-Term Perspective

Business decisions tied to ownership, capital, and strategy often have long-term implications. These are not short-term considerations, and they should not be approached that way.

Promontory Strategy Group works with business owners and leadership teams to evaluate decisions with a practical, long-term perspective. The focus is on understanding what each option entails, how it aligns with broader objectives, and how to move forward in a structured, intentional way.

Start With a Clear Understanding

Every situation starts in a different place. Whether you are thinking through a potential ownership transition, evaluating strategic options, or planning for future growth, it often helps to step back and look at the full picture before moving forward.

We encourage business owners and leadership teams to start with a conversation. An initial discussion can help clarify your objectives, outline possible paths, and provide a better sense of what the process may involve.

If you would like to see examples of how similar decisions have played out, we invite you to review our Past Successes. These highlight a range of business objectives and ownership initiatives, along with the outcomes that achieved our clients’ goals.