Elite talent delivering integrated services that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing business and investment life cycle.
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
Portage Point is 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.
Our elite team of cross-functional experts align to provide an integrated service offering 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.
Our experienced Transaction Advisory Services team brings Big 4 pedigrees unencumbered by independence or conflicts of interest. Portage Point combines best-in-class frameworks and a unique transactional lens to underpin our client’s ability to quickly and confidently make well informed decisions across buy-side and sell-side transactions.
Our Performance Improvement team leverages a unique combination of blue-chip strategy, operations, finance and implementation capabilities to specifically address core middle market issues. Portage Point works with clients to rapidly identify opportunities and implement roadmaps that drive value capture and maximize stakeholder return.
Our proven Interim Management 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 and complexity. Portage Point combines deep domain expertise across leadership, operations, finance, consulting, investing and lending with a deeply rooted execution-bias to drive speed to impact.
Our seasoned Investment Banking team brings bulge bracket and elite boutique pedigrees to the middle market. We leverage 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.
Our Turnaround & Restructuring 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. Our combination of pedigree and situational command is unmatched in the middle market ensuring speed to impact across the spectrum of operational transformations and financial restructurings.
Our cross-functional, integrated team leverages backgrounds in consulting, operations, finance, accounting, investment banking and investing to provide unique transactional, operational and financial perspectives that are unmatched in the middle market. This go-to-market operating model positions Portage Point to drive superior outcomes for clients across the business and investment lifecycle.
