Promontory Point Capital Employee Directory

Investment BankingWisconsin, United States2-10 Employees

Promontory Point Capital is a financial services firm based in Milwaukee, Wisconsin, specializing in business and transactional advisory for privately held, frequently family-owned, companies. Since its founding in 2004, the firm has led numerous engagements focused on succession planning, ownership transitions and liquidity goals, as well as debt and equity refinancing and strategic growth or M&A initiatives. Its work targets owners and management of privately held businesses seeking direction and structure for transitions, governance, and growth strategies. The company operates within the investment banking industry, offering advisory services that help clients navigate complex ownership changes and strategic objectives. The firm is positioned as a focused adviser within a niche that emphasizes family-owned and closely held enterprises, providing tailored guidance through critical lifecycle events and strategic options.

Find Promontory Point Capital employees' phone numbers or email addresses

Promontory Point Capital Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Oceania
1

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  • Australia
    1

Promontory Point Capital's Leadership

  • Stylized image of a person
    B. P.
    Partner
    Phone icon
  • Stylized image of a person
    C. R.
    Partner
    Phone icon
  • Stylized image of a person
    C. B.
    Owner
    Phone icon
  • Stylized image of a person
    M. B.
    Director
    Phone icon
  • Stylized image of a person
    A. P.
    Investment Banking Associate
    Phone icon
  • Stylized image of a person
    J. B.
    Finance Analyst
    Phone icon

Promontory Point Capital Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business

Contact profiles from Promontory Point Capital

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. P.
    Partner
    Phone icon
    United StatesWisconsin
    Mar 17, 2026
  • Stylized image of a person
    C. R.
    Partner
    Phone icon
    UNITED STATES
    Apr 18, 2024
  • Stylized image of a person
    C. B.
    Owner
    Phone icon
    United StatesUtah
    Jun 01, 2026
  • Stylized image of a person
    M. B.
    Director
    Phone icon
    United StatesWisconsin
    May 23, 2026
  • Stylized image of a person
    A. P.
    Investment Banking Associate
    Phone icon
    United StatesWisconsin
    Jan 16, 2026
  • Stylized image of a person
    J. B.
    Finance Analyst
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Promontory Point Capital known for?

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Promontory Point Capital was founded in 2004 operates in the Investment Banking industry. The company's main headquarters is located in 322 East Michigan Street Suite 500 Milwaukee, Wisconsin United States; you can contact the main corporate office by phone at . Explore Promontory Point Capital's company overview page for more information.

What is Promontory Point Capital's most common email format?

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Promontory Point Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Promontory Point Capital email formats with LeadIQ.

How many employees does Promontory Point Capital have currently?

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Promontory Point Capital has approximately 9 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Promontory Point Capital's key employees and leadership?

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As of June 2026, Promontory Point Capital's key employees include:

  • Partner: B. P.
  • Partner: C. R.
  • Owner: C. B.
  • Director: M. B.
  • Investment Banking Associate: A. P.

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