Adam Waldman; Managing Director
phone (732) 598-7554

Adam Waldman

Managing Director

Adam Waldman serves as a Managing Director at Portage Point Partners, where he focuses on providing investment banking advisory services.


Adam has nearly 20 of experience in investment banking and asset management, with over a decade spent in the Recapitalization and Restructuring Group at Moelis. While at Moelis, Adam focused on recapitalizations, financings, liability management transactions, restructurings and sales, both in- and out-of-court, across a myriad of industries. Adam spent considerable time at Moelis advising both companies and various creditor groups, which included significant time with official committees of unsecured creditors. He also successfully led key creditor engagements at Moelis, including, but not limited to, Mallinckrodt, Intelsat, Murray Energy, McClatchy, Toys R Us, AAC Holdings, Sears, ModSpace, and Horsehead, and the following key company engagements, Speedcast, Aegean Marine, Global A&T, Midway Gold, Allied Nevada, GSE Environmental and Centrus Energy.


Prior to Portage Point, Adam was the Chief Financial Officer of Assembled Brands Group. He previously was an Analyst at Wexford Capital. He started his career in Citi’s Leveraged Finance Group.


Adam graduated from the Leonard N. Stern School of Business at NYU and Cornell University. Adam holds his Series 7, 63 and 79 FINRA licenses.

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC.