Transaction Advisory Services

Our experienced Transaction Advisory Services (TAS) team brings Big 4 pedigrees unencumbered by independence or conflicts of interest. Portage Point’s best-in-class frameworks and unique execution bias underpins our clients ability to quickly and confidently make well informed decisions 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 brings a unique combination of blue-chip strategy, operations and implementation capabilities to the middle market. We utilize rapid functional assessments (organizational, commercial, procurement, operations, supply chain and finance) to identify value opportunities and undercover risk. We partner with clients to capture value and mitigate risk, leveraging our deep execution bias and disciplined implementation frameworks.

Interim Management

Our elite Interim Management (IM) team has the operational depth, industry savvy and financial expertise required to lead, stabilize, reposition and grow middle market companies facing varying levels of transition, opportunity 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.

Investment Banking

Our seasoned Investment Banking (IB) team brings bulge bracket and elite boutique pedigrees to the middle market. We leverage decades of investment banking experience and 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 approach during the most urgent and complex operational and financial challenges. Our combination of pedigree and situational experience command is unmatched in the middle market driving / facilitating speed to impact across the spectrum of operational turnarounds and financial restructurings.

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC.