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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 Portage Point 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 pragmatic business insights and experience of the integrated Portage Point capability and solution portfolio. This go-to-market approach facilitates crisp industry, situational and transactional positioning, culminating in superior decision models and investment outcomes.

Expertise Investment Banking
Selected Experience
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Client Logo Alex and Ani logo
Client Logo Benitago Group logo
Client Logo Beverly Hospital logo
Client Logo Etails logo
Client Logo Eyecare Services Partners logo
Client Logo Performance Powersport Group logo
Client Logo Plastiq logo
Client Logo Principle Enterprises logo
Client Logo Alex and Ani logo
Client Logo Benitago Group logo
Client Logo Beverly Hospital logo
Client Logo Etails logo
Client Logo Eyecare Services Partners logo
Client Logo Performance Powersport Group logo
Client Logo Plastiq logo
Client Logo Principle Enterprises logo
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Acquisition Financing

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Debt Capital Advisory (DCA)

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Mergers & Acquisitions

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Equity Capital Advisory

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Liability Management

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Recapitalizations & Restructurings

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DIP Financing

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ยง363 Sales

Jason Cohen
Managing Director, Head of Investment Banking
Jason Cohen; Managing Director, Head of Investment Banking
Steve Bremer
Managing Director
Steve Bremer; Managing Director
Chris Sweet
Managing Director, Head of Debt Capital Advisory
Chris Sweet; Managing Director, Head of Debt Capital Advisory
Mark Johnson
Managing Director, Head of Industrials M&A
Mark Johnson; Managing Director, Head of Industrials M&A
Adam Waldman
Managing Director
Adam Waldman; Managing Director
Lisa Lansio
Director
Lisa Lansio; Director
Geoffrey Schmitz
Director
Geoffrey Schmitz; Director
Conor Kinasz
Senior Vice President
Conor Kinasz; Senior Vice President
Ryan Williams
Vice President
Ryan Williams; Vice President
Chris Zakhem
Senior Vice President
Chris Zakhem; Senior Vice President
Chad Bacon
Vice President
Chad Bacon; Vice President
Mark Dowdall
Senior Vice President
Mark Dowdall; Senior Vice President
Jason Cohen
Managing Director, Head of Investment Banking
Jason Cohen; Managing Director, Head of Investment Banking
Steve Bremer
Managing Director
Steve Bremer; Managing Director
Chris Sweet
Managing Director, Head of Debt Capital Advisory
Chris Sweet; Managing Director, Head of Debt Capital Advisory
Mark Johnson
Managing Director, Head of Industrials M&A
Mark Johnson; Managing Director, Head of Industrials M&A
Adam Waldman
Managing Director
Adam Waldman; Managing Director
Lisa Lansio
Director
Lisa Lansio; Director
Geoffrey Schmitz
Director
Geoffrey Schmitz; Director
Conor Kinasz
Senior Vice President
Conor Kinasz; Senior Vice President
Ryan Williams
Vice President
Ryan Williams; Vice President
Chris Zakhem
Senior Vice President
Chris Zakhem; Senior Vice President
Chad Bacon
Vice President
Chad Bacon; Vice President
Mark Dowdall
Senior Vice President
Mark Dowdall; Senior Vice President

The Experts

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

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

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