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.
Expertise
Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services, transaction execution services, office of the CFO, performance improvement, interim management, investment banking, operational turnaround and financial restructuring.
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.
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.
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