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Investment Banking

Our seasoned Investment Banking 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 expertise across consulting, operations, finance, investing and lending to deliver creative, customized solutions for our middle market clients.

 

Our Investment Banking team combines expertise across industries and transactional disciplines with the pragmatic business insights and experience of Portage Point’s integrated service portfolio. This go-to-market approach facilitates crisp industry, situational and transactional positioning, culminating in superior decision models and investment outcomes.

expertise
Selected Experience
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Debt Capital Advisory

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Equity Capital Advisory

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Liability Management

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Recapitalizations

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Restructurings

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Mergers & Acquisitions

Jason Cohen
Managing Director, Head of Investment Banking
Jason Cohen; Managing Director, Head of Investment Banking
Steve Bremer
Managing Director
Steve Bremer; Managing Director
Adam Waldman
Managing Director
Adam Waldman; Managing Director
Geoffrey Schmitz
Director
Geoffrey Schmitz; Director
Jason Cohen
Managing Director, Head of Investment Banking
Jason Cohen; Managing Director, Head of Investment Banking
Steve Bremer
Managing Director
Steve Bremer; Managing Director
Adam Waldman
Managing Director
Adam Waldman; Managing Director
Geoffrey Schmitz
Director
Geoffrey Schmitz; Director

The Experts

Our Investment Banking team delivers creative, customized solutions for our middle market clients.

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