photo credit: Andrea Piacquadio / Pexels
Key Takeaways
- Promontory Strategy Group (PSG) launched a new website to showcase its strategic financial advisory services.
- The platform highlights PSG’s expertise in pre-transaction planning, succession, M&A, and capital strategy.
- PSG focuses on supporting family-owned and privately held businesses through complex financial decisions.
- The firm emphasizes a collaborative, execution-driven advisory approach tailored to each client.
- The updated website improves communication and accessibility for business owners, executives, and advisors.
Christopher Riegg is a certified public accountant and chartered financial analyst with more than three decades of experience advising business owners and executive teams on financial and strategic matters. A partner and co-founder of Promontory Point Capital, he has worked with over 200 clients across industries including manufacturing, distribution, services, and technology. His expertise spans mergers and acquisitions, succession planning, corporate lending, and financial restructuring. Riegg earned a BBA from the University of Wisconsin-Milwaukee and an MBA from Marquette University, and his career includes leadership roles at U.S. Bank and L. William Teweles & Co. In early 2026,
Christopher Riegg supported the launch of a new website for Promontory Strategy Group, highlighting the firm’s strategic advisory services for family-owned and privately held businesses.
PSG Launches Website to Promote Strategic Financial Advisory Services
Early in 2026, certified financial advisor and certified public accountant Christopher Riegg and the Promontory Strategy Group (PSG) team launched an updated website at promstrategy.com. The streamlined digital platform promotes PSG’s array of strategic and financial advisory services, which emphasize the growth, transitions, and strategic alternative needs of family-owned and privately held businesses. Riegg, the founder of PSG, described the new website launch as a valuable tool for both PSG and clients, allowing the firm to better communicate with business owners, leadership teams, and professional advisors, with a focus on PSG’s unique advisory approach.
Since 2004, PSG has provided clients with a depth of independent strategic support and financial guidance by bringing an investment banking discipline and an extensive background in transactional experience to a diversity of complex decisions. PSG’s services are fully integrated with a client’s existing operations, allowing the firm’s strategic team to work closely with a company’s in-house advisors.
The upgraded PSG website highlights the firm’s four core areas of support. To start, PSG excels in the areas of pre-transaction advisory and strategic planning. Failing to adequately prepare for a major business transaction can turn a valuable, profitable opportunity into a costly setback that severely disrupts normal business processes. Effective planning must account for immediate financing needs, scalability, long-term growth strategy, and much more. PSG does not take a generic approach to pre-transaction advising, but instead collaborates with clients to determine several important factors, including organizational readiness and ownership’s time horizon, resulting in a clearly defined roadmap that provides flexibility and leaves companies in a strong position to pursue future transactions.
PSG’s succession planning and ownership transition services, meanwhile, strive to provide family-owned and privately held businesses with value preservation and liquidity, with an emphasis on continued business operations. These services rely on the firm’s execution-driven sell-side advisory approach, which breaks complex processes down into three key steps: preparation, outreach, and closing the deal. The advisory team balances the importance of succession and liquidity planning for business owners with long-term financial and legacy objectives that impact corporate entities.
Strategic corporate development and mergers and acquisitions (M&A) advisory services at PSG facilitate growth opportunities through strategic acquisition. These opportunities allow successful businesses to expand operations beyond the limits of organic growth. In addition to M&A, common growth vehicles range from joint ventures to strategic partnerships. With proper planning and execution, these pathways can lead businesses to stronger competitive positioning. PSG provides assistance throughout the strategic development journey, such as comprehensive screening services for potential acquisition targets, including proprietary research, market intelligence, and insight from a network of trusted industry partners.
Lastly, the firm works with clients to develop thoughtful and effective capital strategy, financing, and refinancing initiatives. By strategically structuring a capital base that supports sustainable growth and manages risk, family-owned and privately held businesses can optimize long-term enterprise value. PSG helps clients overcome common obstacles, including the increasing complexity of financial markets and lender behavior.
“Our objective is to provide business owners and their trusted advisors with clarity and perspective during important decision-making periods,” said Riegg. “The updated [website] better reflects how we work alongside leadership teams to evaluate options, manage complexity, and make informed decisions aligned with long-term goals. “Business leaders, executives, investors, and professional advisors can learn more about PSG services and the firm’s strategic advisory approach by visiting promstrategy.com today.
FAQs
What is the purpose of PSG’s new website?
The new website is designed to better communicate PSG’s strategic advisory services to business owners and professional advisors. It also provides a clearer overview of the firm’s approach and areas of expertise.
What services does Promontory Strategy Group offer?
PSG offers services including pre-transaction planning, succession planning, mergers and acquisitions advisory, and capital strategy. These services are tailored to help businesses navigate growth and transition opportunities.
Who are PSG’s primary clients?
PSG primarily works with family-owned and privately held businesses across various industries. The firm supports leadership teams and owners during critical financial and strategic decision-making periods.
How does PSG approach strategic advisory work?
PSG uses a collaborative and execution-driven approach that integrates with a client’s existing operations. This method ensures strategies are practical, aligned with goals, and effectively implemented.
Why is strategic financial planning important for businesses?
Strategic financial planning helps businesses prepare for growth, manage risk, and navigate complex transactions. It also supports long-term value creation and smoother ownership transitions.
About Christopher Riegg
Christopher Riegg is a partner at Promontory Point Capital with extensive experience in financial advisory and investment banking. He specializes in mergers and acquisitions, succession planning, and corporate finance strategy. Over his career, he has advised more than 200 clients across multiple industries. Riegg holds a CPA and CFA designation and earned degrees from the University of Wisconsin-Milwaukee and Marquette University. He is also a member of the Association for Corporate Growth.
