Sean Romeo

Sean Romeo is an Associate at Portage Point Partners in the Chicago office where he is responsible for conducting financial and operational analysis, developing key performance indicators, supporting value creation initiatives, constructing 13-week cash flows, analyzing working capital assessments and assisting in the overall implementation of value maximization strategies.

Prior to Portage Point, Sean was an Associate at CIVC Partners where he led proprietary outreach for potential standalone platforms and add-on opportunities. Prior to CIVC, he was an Investment Banking Analyst at Livingstone Partners, where he provided sell-side mergers and acquisitions (M&A) and debt advisory services to middle market clients. While at Livingstone, Sean built operating and three-statement models, performed valuations and partnered with management teams to develop go-to-market strategies across industrial, healthcare, consumer, technology and business services sectors.

Sean graduated Magna Cum Laude with a Bachelor of Business Administration from The Ohio State University Fisher College of Business with an emphasis in Finance.