April 2023 | New Hire Announcement

Portage Point Bolsters Middle Market Investment Banking Practice with Addition of Adam Waldman

Portage Point Partners, an elite boutique advisory, consulting, interim management and financial services firm, announced today that Adam Waldman has joined the firm as Managing Director, Investment Banking.

Adam brings over 15 years of experience in corporate finance, spending over 10 years at Moelis & Company. While at Moelis, Adam advised on over 50 transactions working with companies and creditor groups on both in-court and out-of-court restructurings, recapitalizations and restructurings and Mergers & Acquisitions (M&A) and strategic transactions across a wide variety of industries.

“We are thrilled to welcome Adam to the Investment Banking team at Portage Point. When we launched the Investment Banking practice a year ago, we sought to bring marquis talent from world-class investment banks to Portage Point. With the addition of Adam, we continue to fulfill that mandate,” said Jason Cohen, Managing Director & Head of Investment Banking at Portage Point. “Additionally, Adam’s experience working with ad hoc and official creditor constituents is a logical extension to our thriving company focused practice,” said Jason.

Matthew Ray, Founder & Managing Partner follows, “Adding Adam to the team aligns to our core mission of delivering blue-chip skills and capabilities to our middle market clients. And his extensive experience across restructuring and M&A further strengthens our Investment Banking practice.”

Adam received his undergraduate degree from Cornell University and his MBA in Finance from the NYU Stern School of Business.

“I am incredibly excited to be joining Matt, Jason and the rest of the Portage Point team to continue building the investment banking platform. The ability to provide a wide breadth of strategic advisory services to both company and creditor clients positions us to bring the best advice and solutions to our clients,” Mr. Waldman said. “It is a tremendous and unique opportunity to join this growing team. I look forward to bringing these services to the firm’s middle market client base.”

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