About

When we launched Portage Point Partners in 2016, our goal was to build the best business advisory and financial services firm serving the middle market. We are well on our way.

From the start, we understood that our success would depend on two key elements – hiring star performers and taking an integrated, cross-functional approach to the work. Both produce significant benefits for our clients and for our professionals.

There is no “B-team” at Portage Point. We deploy lean, high-performing teams, designed specifically for the unique circumstances of each client and situation. We do not staff our engagements with oversized teams of consultants that learn your business at your expense. We approach each engagement with an owner’s mindset, seeking every opportunity to capture and maximize value.

There are no disconnected silos of expertise at Portage Point. We bring the collective value and perspective of the firm to attack your business opportunities and challenges. It is one thing to assemble a set of capabilities in Transaction Advisory Services, Performance Improvement, Interim Management, Investment Banking and Turnaround & Restructuring. But delivering those capabilities in an integrated way is what generates maximum value for our clients and develops exceptional skillsets for our people.

Our team has a track record of successfully supporting and transforming businesses through times of great opportunity and high risk. By integrating our real-world operations, consulting, investment banking, investing, lending and transaction advisory expertise, we deliver results faster while avoiding redundancies in the process.

We are proud that such an exceptional team of elite professionals have chosen Portage Point, and proud of the compelling value that our integrated cross-functional approach has delivered to our clients. We will keep building.