Wausau Financial Systems, a leader in the development of processing systems for banks and commercial enterprises, engaged Promontory to explore liquidity objectives for the founding shareholders. As the Company’s advisor, Promontory marketed the opportunity to both financial and strategic acquirers, negotiated multiple proposals, and coordinated the due diligence process. The transaction satisfied not only the objectives of the majority shareholder, but also provided a new partner for the Company and its management team.
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.
