LKCM Headwaters
Time Manufacturing
Schumacher Electric
Safari Energy
Silver Airways
Sendero Midstream
AIM Altitude
Center for Autism and Related Disorders
Energold group
Endurance Environmental Solutions
Eaglestone Holdings
Dura Automotive
Ceruzzi Properties
China Fishery Group
Beverly Community Hospital Association
Behavioral Health Network
Alamo Drafthouse Cinemas
Alex and Ani
Triangle Petroleum Corporation
Trans World Entertainment
Synergy Pharmaceuticals
Samus Therapeutics
Outcome Health
Myron Corporation
Melinta Therapeutics
Hornbeck Offshore Services
Faraday Future
Express Jet
Eyecare Services Partners
Carlson Worldwide Travel
Compute North
Cashman Equipment
Encyclopedia Britannica
Bouchard Transportation Co., Inc.
Big Village
Ascent Aviation Services
Portage Point Partners

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


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

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

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

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

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

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

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

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.