Our professionals leverage highly pedigreed backgrounds, diverse skillsets, impressive track records and the ability to draw from a deep pool of Portage Point capabilities to tailor custom solutions for unique situations.
OFFICE OF THE CFO
Our cross-functional, integrated Office of the CFO (OCFO) team leverages backgrounds in accounting, finance, operations, investment banking, investing and consulting to provide holistic finance and accounting perspectives that are unrivaled in the middle market. The Portage Point integrated go-to-market operating model is core to delivering superior strategic finance solutions and operational / technical accounting support.
Our OCFO team draws on experience from hundreds of engagements spanning the business and investment lifecycle for middle market companies undergoing significant growth, business model transition, end to end transformation, underperformance and distress. This go-to-market heritage facilitates situational command and speed to impact as Portage Point drives tactical and strategic reporting, treasury and liquidity management, forecasting and planning, working capital enhancement and cost optimization.
SERVICES
Finance Function Strategy
KPI Design, Management & Stakeholder Reporting
PE Portfolio Company Onboarding
Financial Planning, Modeling & Management
Performance Analytics & BI Solutions
OCFO Technology & Automation Advisory
Treasury Management & Liquidity Forecasting
Cash Conversation Enhancement
Accounting & Financial Reporting
Transaction & Technical Accounting
SELECTED EXPERIENCE
