Overview

A well-structured capital base is critical to sustaining growth, managing risk, and maximizing long-term enterprise value. Changes in financial markets and lender behavior have made access to capital more complex for privately held businesses, requiring thoughtful planning and proactive execution. Promontory Strategy Group partners with ownership and executive teams to design and execute financing strategies aligned with the company’s operating profile, growth plans, and shareholder objectives.

PSG’s Approach

We provide independent, execution-focused capital advisory services tailored to the needs of privately held and family-owned businesses. Our team evaluates capital requirements, assesses available alternatives, and leads a disciplined financing process from initial strategy through closing. By managing lender and investor engagement, structuring terms, and navigating diligence and negotiations, we deliver efficient outcomes while allowing management to remain focused on the business.

Capital Solutions

Promontory Strategy Group advises on a broad range of debt and equity solutions, including:

  • Senior and syndicated bank financing
  • Unitranche, second-lien, and subordinated debt
  • Mezzanine and structured junior capital
  • Equity investments and minority recapitalizations
  • Sale-leaseback and asset-based financing structures

Our relationships span banks, private credit funds, institutional investors, family offices, and equity providers nationwide.

Situations We Serve

We are most effective in situations involving:

  • Companies constrained or overextended with an existing lender or bank group
  • Under-capitalized businesses requiring junior or structured capital
  • Growth-oriented companies financing expansion initiatives
  • Asset-intensive businesses evaluating sale-leaseback structures
  • Capital needs related to acquisitions, shareholder liquidity, redemptions, or buyouts

Why Promontory Strategy Group

Promontory Strategy Group combines institutional-quality execution with a deep understanding of the challenges faced by privately held businesses. Our experience across capital markets, transactions, and ownership transitions allows us to deliver integrated advice that supports both near-term financing needs and long-term strategic objectives.