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.
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.
SERVICES
Financial & Accounting Diligence (QoE)
Tax Diligence, Modeling & Structuring
Data Analytics
Sell-Side Diligence
Lender Services
KPI Dashboarding
Divestiture & Carve Out Support
Operational Diligence
SELECTED EXPERIENCE
