Cary Francis Group executes marketing and fulfillment programs of promotional merchandise for their Fortune 500 clientele including John Deere, Sears, NAPA Automotive, True Value, and a host of other recognized brands. Operating out of Milwaukee, CFG’s outsourced services encompass the delivery of brand marketing and promotional merchandise programs, incentive and recognition programs, and fulfillment and warehouse services to an expanding base of clients. CFG was introduced to Promontory as the Company was seeking professional advice and financing to address organic growth and acquisition opportunities. Promontory successfully arranged an asset-based credit facility with a new lender with a borrowing structure better suited for the Company’s growing working capital needs.
By Christopher Riegg
Christopher Riegg, CFA, CPA is the Founding Partner of Promontory Strategy Group (PSG), providing strategic and financial advisory support to privately held and family-owned businesses. He also co-leads Promontory Point Capital (PPC), the investment banking firm he co-founded in 2004, and is the creator of RieggInsights.com, a platform focused on strategic growth, value creation, and successful transaction outcomes.
