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Portage Point Partners
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The Experts

The Experts

Portage Point is an elite group of cross-functional experts with impeccable pedigrees and uncompromised ambition to succeed. We pursue every opportunity with excellence, intensity and pace to consistently and positively impact outcomes across the business and investment lifecycle. From pre-acquisition diligence to performance improvement to value transfer – Portage Point is built to consistently and positively impact outcomes.

Our Experts

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Jason Cohen; Managing Director | Head of Investment Banking

Jason Cohen

Managing Director | Head of Investment Banking
Chris Sweet; Managing Director | Head of Capital Advisory

Chris Sweet

Managing Director | Head of Capital Advisory
Tosh Dhanalal; Managing Director | Head of Consumer Investment Banking

Tosh Dhanalal

Managing Director | Head of Consumer Investment Banking
Matthew Fan; Managing Director | Head of Technology Investment Banking

Matthew Fan

Managing Director | Head of Technology Investment Banking
Mark Johnson; Managing Director | Head of Industrials Investment Banking

Mark Johnson

Managing Director | Head of Industrials Investment Banking
Steve Bremer; Managing Director

Steve Bremer

Managing Director
Todd Cassidy; Managing Director

Todd Cassidy

Managing Director
Peter Mangan; Managing Director

Peter Mangan

Managing Director
Adam Waldman; Managing Director

Adam Waldman

Managing Director
Chris Weil; Managing Director

Chris Weil

Managing Director
Lisa Lansio; Senior Director

Lisa Lansio

Senior Director
Scott Thomas; Senior Director, Capital Advisory

Scott Thomas

Senior Director, Capital Advisory
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Expertise
  • Transaction Advisory Services
  • Transaction Execution Services
  • Office of the CFO
  • Performance Improvement
  • Interim Management
  • Investment Banking
  • Turnaround & Restructuring Services
Industries
  • Automotive & Industrials
  • Aviation & Aerospace
  • Business & Industrial Services
  • Consumer Products
  • Energy, Power & Processing
  • Financial Services & Crypto
  • Healthcare
  • Pharmaceuticals
  • Restaurants, Food & Beverages
  • Retail
  • Telecom, Media & Technology
  • Transportation & Logistics

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