Promontory Strategy Group published a new Promontory Perspective outlining a practical framework for developing a business transition plan beginning with the owner's personal and financial objectives.

Promontory Strategy Group (PSG) was established to serve a distinct need in the market: providing seasoned strategic and financial guidance to privately held and family-owned businesses, typically available only to much larger organizations. Founded by Christopher Riegg, CFA, CPA - who continues to co-lead and co-own Promontory Point Capital, the investment banking firm he co-founded in 2004 - PSG builds on more than two decades of advising ownership groups through complex strategic and transactional decisions. Privately held companies operate under a different set of dynamics than public companies. They often face greater capital constraints, fewer internal resources, and heightened personal stakes for ownership. While most successful businesses rely on trusted professionals such as attorneys, accountants, and commercial lenders, few advisors are positioned to offer an objective, market-tested perspective on enterprise value, capital structure, or strategic alternatives. PSG fills that gap. We serve as an independent, experienced advisor alongside a company’s existing professional team, bringing investment banking discipline, strategic insight, and transaction experience to every engagement. Our role is not to replace existing advisors, but to help ownership and leadership teams evaluate options, manage risk, and make informed decisions aligned with long-term objectives. Our work spans pre-transaction advisory services, succession planning and ownership transitions, strategic corporate development and M&A, and advising on financing and refinancing initiatives. Across each engagement, the focus remains consistent: helping business owners navigate complexity with clarity and confidence, while strengthening and maximizing long-term shareholder value.

Founded 2025