Services

The Portage Point team is comprised of strategically complementary capabilities that facilitate speed to execution when closing knowledge gaps and developing informed business insights required to consistently capture value leakage and maximize value

Overview

As key decision makers move further from operating assets, risk return calibration becomes increasingly challenging and knowledge gaps can lead to suboptimal decision-making dynamics. Portage Point combines a unique formula of deep operational and executive experience with blue chip consulting, investment banking and principal investing training to deliver the full suite of expertise required to consistently capture value leakage and positively impact outcomes

Overview

Portage Point is a high-performance team with significant experience analyzing, managing and successfully implementing performance improvement initiatives and operational change. Our senior team has founded and led highly recognized consulting firms, asset managers and operating companies. This unique inter-disciplinary perspective in combination with blue chip investment banking and principal investment training positions Portage Point to rapidly analyze complex and challenging business issues, efficiently close knowledge gaps and accurately formulate actionable and investable business insights

Selected services include assessing, developing and implementing improvement strategies across strategic planning, organizational effectiveness, commercial strategies, operational performance, supply chain, productivity and utilization, KPI reporting, business plan, cash flow forecasting and working capital. Portage Point also offers M&A diligence and integration services, 100-day planning and execution and value creation plan development and implementation

Overview

Portage Point draws upon hands-on experience when advising companies and their stakeholders. Our professionals gain trust and build consensus amongst stakeholders leveraging significant cross-functional perspective having successfully analyzed, advised, managed and executed operational turnaround and financial restructuring related matters across the operational, advisor and principal investor spectrum

During operational turnaround and financial restructuring situations Portage Point generally serves in either an Interim Management capacity or as a Financial or Restructuring Advisor. Selected services include our full suite of Performance Improvement services as well as liquidity management, collateral assessment, refinancing support and capital structure optimization, stakeholder management, contingency planning, crisis management and the full spectrum of bankruptcy and non-traditional insolvency related services

Overview

Portage Point deploys a senior-boots on the ground model, with a team that has served in more than 30 C-suite roles and other operational positions across broad range of functional areas in a variety of industries. Our team possesses the true operational depth and industry savvy required to lead, stabilize, reposition and, ultimately, grow companies facing varying levels transition and complexity

Our services cover the functional area and seniority spectrum including officer roles (Executive Chairman, CEO, CRO, CFO, CMO, COO), executive and non-executive roles and office of the CFO assignments. Portage Point leverages deep Performance Improvement and Turnaround & Restructuring capabilities to maximize value across each unique Interim Management engagement

Overview

Portage Point has driven compelling growth through establishing and driving eCommerce excellence across a multitude of businesses in varying states of maturity and capability. Our team partners with management to generate outsized returns by combining blue chip eCommerce experience with substantial operational expertise to build sustainable digital platforms that enable rapid growth at-scale

Selected services include analyzing and developing improvement strategies across channel health, customer value analytics, data management, go-to-market, customer acquisition and retention, brand / product competitive positioning, customer value proposition alignment, digital strategy, cohort optimization, campaign management, A/B testing program design, loyalty program design, media buying, customer lifecycle management and performance marketing execution

Overview

Portage Point team members have served on more than 20 corporate boards during periods ranging from growth to distress and situations covering platform buy-and-build to successful operational turnaround to restructuring change of control. We have held directorships as both independent director and investor / lender representative with notable experience serving on traditional and special committees including restructuring chair and evaluation chair leading high-profile investigations. Our broad experience covers the band of publicly traded, sponsor back and founder owned businesses

Overview

Portage Point leverages deep operational, principal and board experience when advising creditors. Our breadth of experience investing in and lending to underperforming and distressed businesses allows us to provide critical analysis and implement strategies that assist creditors in maximizing recoveries

Selected services include liquidity assessment, business plan assessment, valuation and collateral analysis, leverage and debt service analysis, alternatives development and potential recovery framing, stakeholder expectation alignment, strategic alternatives support, transaction negotiation and post- transaction monitoring