scroll

Transaction Advisory Services

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.

 

Our TAS team leverages backgrounds in accounting, investment banking and investing as well as the broader Portage Point capabilities and solutions to provide unique transactional perspectives that are unmatched in the middle market. This go-to-market advantage positions us to quickly and decisively close knowledge gaps and deliver highly actionable business and investment insights.

expertise
tick

Financial & Accounting Diligence (QoE)

tick

Sell-side Diligence

tick

Divestiture & Carve Out Support

tick

Tax Diligence, Modeling & Structuring

tick

Lender Services

tick

Operational Diligence

tick

Data Analytics

tick

KPI Dashboarding

Travis Pittman
Managing Director, Head of Markets
Travis Pittman; Managing Director, Head of Markets
Sandy Ryan
Managing Director
Sandy Ryan; Managing Director
Chris Nelms
Managing Director
Chris Nelms; Managing Director
Kevin Roman
Senior Director
Kevin Roman; Senior Director
Dylan Botha
Director
Dylan Botha; Director
Rob Wedinger
Managing Director
Rob Wedinger; Managing Director
Namrata Vyas
Senior Director
Namrata Vyas; Senior Director
Dean Gordon
Director
Dean Gordon; Director
Tom Palmer
Senior Vice President
Tom Palmer; Senior Vice President
Logan Hays
Senior Vice President
Logan Hays; Senior Vice President
Michael Steckel
Senior Vice President
Michael Steckel; Senior Vice President
Zach Fritz
Vice President
Zach Fritz; Vice President
Chaz Chism
Vice President
Chaz Chism; Vice President
Michael Mai
Vice President
Michael Mai; Vice President
Ahad Khan
Vice President
Ahad Khan; Vice President
Travis Pittman
Managing Director, Head of Markets
Travis Pittman; Managing Director, Head of Markets
Sandy Ryan
Managing Director
Sandy Ryan; Managing Director
Chris Nelms
Managing Director
Chris Nelms; Managing Director
Kevin Roman
Senior Director
Kevin Roman; Senior Director
Dylan Botha
Director
Dylan Botha; Director
Rob Wedinger
Managing Director
Rob Wedinger; Managing Director
Namrata Vyas
Senior Director
Namrata Vyas; Senior Director
Dean Gordon
Director
Dean Gordon; Director
Tom Palmer
Senior Vice President
Tom Palmer; Senior Vice President
Logan Hays
Senior Vice President
Logan Hays; Senior Vice President
Michael Steckel
Senior Vice President
Michael Steckel; Senior Vice President
Zach Fritz
Vice President
Zach Fritz; Vice President
Chaz Chism
Vice President
Chaz Chism; Vice President
Michael Mai
Vice President
Michael Mai; Vice President
Ahad Khan
Vice President
Ahad Khan; Vice President

The Experts

Our Transaction Advisory Services professionals have Big 4 backgrounds and skills, impressive track records and the ability to draw from a deep pool of Portage Point capabilities to tailor custom solutions for unique situations.

phone
mail
linkedin