Portage Point Partners

SPEED TO IMPACT
Excellence. Intensity. Pace.

Blue chip talent delivering integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business and investment lifecycle.

scroll

SUCCESSFUL ENGAGEMENTS

Client Logo Auto Plus logo
Client Logo Dayco Logo
Client Logo Dura Automotive logo
Client Logo Faraday Future logo
Client Logo Aim Altitude logo
Client Logo Ascent logo
Client Logo Express Jet logo
Client Logo Big Village logo
Client Logo Carlson Worldwide Travel Logo
Client Logo Energold logo
Client Logo Vander-Bend logo
Client Logo Alex and Ani logo
Client Logo Lycra logo
Client Logo Myron Corporation logo
Client Logo Tucker logo
Client Logo Safari Energy logo
Client Logo Sendero Midstream logo
Client Logo Triangle Petroleum Corporation logo
Client Logo Valentus Specialty Chemicals logo
Client Logo Compute North logo
Client Logo Flores Logo
Client Logo Plastiq logo
Client Logo Voyager logo
Client Logo Auto Plus logo
Client Logo Dayco Logo
Client Logo Dura Automotive logo
Client Logo Faraday Future logo
Client Logo Aim Altitude logo
Client Logo Ascent logo
Client Logo Express Jet logo
Client Logo Big Village logo
Client Logo Carlson Worldwide Travel Logo
Client Logo Energold logo
Client Logo Vander-Bend logo
Client Logo Alex and Ani logo
Client Logo Lycra logo
Client Logo Myron Corporation logo
Client Logo Tucker logo
Client Logo Safari Energy logo
Client Logo Sendero Midstream logo
Client Logo Triangle Petroleum Corporation logo
Client Logo Valentus Specialty Chemicals logo
Client Logo Compute North logo
Client Logo Flores Logo
Client Logo Plastiq logo
Client Logo Voyager logo
Client Logo Auto Plus logo
Client Logo Dayco Logo
Client Logo Dura Automotive logo
Client Logo Faraday Future logo
Client Logo Aim Altitude logo
Client Logo Ascent logo
Client Logo Express Jet logo
Client Logo Big Village logo
Client Logo Carlson Worldwide Travel Logo
Client Logo Energold logo
Client Logo Vander-Bend logo
Client Logo Alex and Ani logo
Client Logo Lycra logo
Client Logo Myron Corporation logo
Client Logo Tucker logo
Client Logo Safari Energy logo
Client Logo Sendero Midstream logo
Client Logo Triangle Petroleum Corporation logo
Client Logo Valentus Specialty Chemicals logo
Client Logo Compute North logo
Client Logo Flores Logo
Client Logo Plastiq logo
Client Logo Voyager logo
Client Logo Beverly Hospital logo
Client Logo Behavioral Healh Network logo
Client Logo CARD Center for Autism and Related Disorders logo
Client Logo Dermarite logo
Client Logo Eyecare Services Partners logo
Client Logo Melinta Therapeutics logo
Client Logo Samus Therapeutics logo
Client Logo Synergy Pharmaceuticals logo
Client Logo Vista Pharma logo
Client Logo Ceruzzi Properties logo
Client Logo Alamo Draft House logo
Client Logo China Fishery Group Limited logo
Client Logo Rupari logo
Client Logo Channel Control Merchants LLC logo
Client Logo Complete Nutrition logo
Client Logo TOMS logo
Client Logo Trans World Entertainment logo
Client Logo Encyclopedia Britannica logo
Client Logo Intelsat logo
Client Logo Outcome Health logo
Client Logo StubHub logo
Client Logo Bouchard logo
Client Logo Cashman logo
Client Logo Endurance Environmental Services logo
Client Logo Hornbeck Offshore Services logo
Client Logo Beverly Hospital logo
Client Logo Behavioral Healh Network logo
Client Logo CARD Center for Autism and Related Disorders logo
Client Logo Dermarite logo
Client Logo Eyecare Services Partners logo
Client Logo Melinta Therapeutics logo
Client Logo Samus Therapeutics logo
Client Logo Synergy Pharmaceuticals logo
Client Logo Vista Pharma logo
Client Logo Ceruzzi Properties logo
Client Logo Alamo Draft House logo
Client Logo China Fishery Group Limited logo
Client Logo Rupari logo
Client Logo Channel Control Merchants LLC logo
Client Logo Complete Nutrition logo
Client Logo TOMS logo
Client Logo Trans World Entertainment logo
Client Logo Encyclopedia Britannica logo
Client Logo Intelsat logo
Client Logo Outcome Health logo
Client Logo StubHub logo
Client Logo Bouchard logo
Client Logo Cashman logo
Client Logo Endurance Environmental Services logo
Client Logo Hornbeck Offshore Services logo
Client Logo Beverly Hospital logo
Client Logo Behavioral Healh Network logo
Client Logo CARD Center for Autism and Related Disorders logo
Client Logo Dermarite logo
Client Logo Eyecare Services Partners logo
Client Logo Melinta Therapeutics logo
Client Logo Samus Therapeutics logo
Client Logo Synergy Pharmaceuticals logo
Client Logo Vista Pharma logo
Client Logo Ceruzzi Properties logo
Client Logo Alamo Draft House logo
Client Logo China Fishery Group Limited logo
Client Logo Rupari logo
Client Logo Channel Control Merchants LLC logo
Client Logo Complete Nutrition logo
Client Logo TOMS logo
Client Logo Trans World Entertainment logo
Client Logo Encyclopedia Britannica logo
Client Logo Intelsat logo
Client Logo Outcome Health logo
Client Logo StubHub logo
Client Logo Bouchard logo
Client Logo Cashman logo
Client Logo Endurance Environmental Services logo
Client Logo Hornbeck Offshore Services logo

An exceptional team focused on the middle market

Our professionals have advised, operated, invested in, lent to and served as board members of hundreds of middle market businesses. We are an operationally oriented and financially grounded team built to efficiently close knowledge gaps and deliver actionable insights geared to maximize value at every stage of the business and investment lifecycle.

We drive Speed to Impact

Logo
Matthew Ray
Founder & Managing Partner
Matthew Ray; Founder & Managing Partner
Erin Jones
Managing Director & Chief Operating Officer
Erin Jones; Managing Director & Chief Operating Officer
Jason Cohen
Managing Director, Head of Investment Banking
Jason Cohen; Managing Director, Head of Investment Banking
Vladimir Kasparov
Managing Director, Co-Head of Turnaround & Restructuring Services
Vladimir Kasparov; Managing Director, Co-Head of Turnaround & Restructuring Services
Arun Lamba
Managing Director, Head of Performance Improvement
Arun Lamba; Managing Director, Head of Performance Improvement
Travis Pittman
Managing Director, Head of Markets
Travis Pittman; Managing Director, Head of Markets
Tom Studebaker
Managing Director, Co-Head of Turnaround & Restructuring
Tom Studebaker; Managing Director, Co-Head of Turnaround & Restructuring
Mark Berger
Managing Director
Mark Berger; Managing Director
Steve Bremer
Managing Director
Steve Bremer; Managing Director
Robin Chiu
Managing Director
Robin Chiu; Managing Director
Jeff Gasbarra
Managing Director
Jeff Gasbarra; Managing Director
Chris Sweet
Managing Director, Head of Debt Capital Advisory
Chris Sweet; Managing Director, Head of Debt Capital Advisory
Mark Johnson
Managing Director, Head of Industrials M&A
Mark Johnson; Managing Director, Head of Industrials M&A
Chris Nelms
Managing Director
Chris Nelms; Managing Director
Karl Roberts
Managing Director
Karl Roberts; Managing Director
Sandy Ryan
Managing Director
Sandy Ryan; Managing Director
Adam Waldman
Managing Director
Adam Waldman; Managing Director

THE EXPERTS

Portage Point is purpose built to deliver blue chip advisory and hands-on execution capabilities to middle market stakeholders. Our deeply pedigreed team is comprised of proven advisors, operators, investors, lenders and board members committed to excellence, intensity and pace.

Speed to Impact

INTEGRATED CAPABILITIES

Our blue chip team of cross-functional experts align to provide integrated capabilities and solutions maximizing value at every stage of the ever-changing business and investment lifecycle. Leveraging integrated, blue chip perspectives enables Portage Point to rapidly close knowledge gaps and provide outcome driven insights that maximize value capture and mitigate risk.

We drive Speed to Impact
Transaction Advisory Services

Transaction Advisory Services

Our experienced Transaction Advisory Services (TAS) team boasts Big 4 pedigrees unencumbered by independence or conflicts of interest. Portage Point combines best-in-class frameworks and a distinctive transactional lens to underpin client certainty in making well-informed decisions quickly and confidently across buy-side and sell-side transactions.

Transaction Execution Services

Transaction Execution Services

Our Transaction Execution Services (TES) offering combines significant transactional support experience, middle market focus and robust execution bias while harnessing broader Portage Point capabilities and solutions to deliver best-in-class results. Portage Point partners with clients to develop corporate action readiness roadmaps, identify and capture synergies, develop and implement value creation initiatives and project manage complexities attendant to new platform acquisitions, integrations, divestitures and carve outs.

Office of the CFO

Office of the CFO

Our cross-functional, integrated Office of the CFO (OCFO) team leverages backgrounds in accounting, finance, operations, investment banking, investing and consulting to provide holistic finance and accounting perspectives that are unrivaled in the middle market. The Portage Point integrated go-to-market operating model is core to delivering superior strategic finance solutions and operational/technical accounting support.

Performance Improvement

Performance Improvement

Our Performance Improvement (PI) team leverages an exceptional combination of blue chip strategy, operations, finance and implementation capabilities to specifically address core middle market issues. Portage Point partners with clients to rapidly identify opportunities and implement roadmaps that drive value capture and maximize stakeholder return.

Interim Management

Interim Management

Our proven Interim Management (IM) team has the operational depth, industry savvy and financial expertise required to lead, grow, reposition and stabilize middle market companies facing varying levels of opportunity, transition, complexity and underperformance. We combine domain expertise across leadership, operations, finance, consulting, investing and lending with a deeply rooted execution-bias to drive speed to impact.

Investment Banking

Investment Banking

Our seasoned Investment Banking (IB) team brings bulge bracket and elite boutique pedigrees to the middle market. Portage Point leverages decades of investment banking experience designing and implementing complex transactions while harnessing Portage Point expertise across consulting, operations, finance, investing and lending to deliver creative, customized solutions for our middle market clients.

Turnaround & Restructuring Services

Turnaround & Restructuring Services

Our Turnaround & Restructuring Services (TRS) team offers elite talent with a cross-functional perspective, uncompromising effort and skillful consensus building during the most urgent and complex operational and financial challenges. Portage Point combines pedigree and situational command unmatched in the middle market ensuring speed to impact across the spectrum of operational transformations and financial restructurings.

phone
mail
linkedin