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Transaction Advisory Services

Our experienced Transaction Advisory Services (TAS) team brings Big 4 pedigrees unencumbered by independence or conflicts of interest. Portage Point combines best-in-class frameworks and a unique transactional lens to underpin client certainty to make well informed decisions quickly and confidently across buy-side and sell-side transactions.

 

Our TAS team leverages backgrounds in accounting, investment banking and investing, coupled with the broader Portage Point capabilities 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
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Buy-Side Financial & Accounting Diligence

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M&A Tax Diligence, Modeling & Structuring

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Quality of Earnings, Working Capital, Debt Review & Preparation

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Purchase Agreement Review

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Purchase Price Allocation

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Opening Balance Sheet Accounting

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Operational Diligence

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Sell-Side Preparedness

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
Tom DiEnno
Managing Director
Tom DiEnno; Managing Director
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
Tom DiEnno
Managing Director
Tom DiEnno; Managing Director

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.

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