As key decision makers move further from operating assets, risk return calibration becomes increasingly challenging and knowledge gaps can lead to suboptimal decision-making dynamics. Portage Point combines a unique formula of deep operational and executive experience with blue chip consulting, investment banking and principal investing training to deliver the full suite of expertise required to consistently capture value leakage and positively impact outcomes
Our high-caliber team can rapidly assess the functional areas of your business (organizational, commercial, procurement, operations, supply chain and finance), identify opportunities for value creation or preservation and capture value through disciplined implementation.
Our top-tier professionals are skilled consensus-builders with a cross-functional perspective. We analyze, advise, manage and drive efficient value-maximizing operational turnarounds and financial restructurings.
Portage Point generally serves as either a Financial or Restructuring Advisor or in an Interim Management capacity. Services include our full suite of Performance Improvement capabilities as well as liquidity management, collateral assessment, refinancing support and capital structure optimization, stakeholder management, contingency planning, crisis management and the full spectrum of bankruptcy and non-traditional insolvency related services.
Our elite team has the operational depth, industry savvy and financial expertise required to lead, stabilize, reposition and, ultimately grow companies facing varying levels of opportunity, transition and complexity.
Portage Point combines deep domain expertise across leadership, operations, finance, consulting, investing and lending and a strong execution-bias to maximize value across each unique Interim Management engagement.
Portage Point has driven compelling growth through establishing and driving eCommerce excellence across a multitude of businesses in varying states of maturity and capability. Our team partners with management to generate outsized returns by combining blue chip eCommerce experience with substantial operational expertise to build sustainable digital platforms that enable rapid growth at-scale
Selected services include analyzing and developing improvement strategies across channel health, customer value analytics, data management, go-to-market, customer acquisition and retention, brand / product competitive positioning, customer value proposition alignment, digital strategy, cohort optimization, campaign management, A/B testing program design, loyalty program design, media buying, customer lifecycle management and performance marketing execution
We have built an industry-leading team with blue chip experience and impeccable pedigrees. They leverage our expertise in operations, finance, transaction advisory, investing, lending and consulting to deliver creative, customized solutions for our middle market clients. Our services include mergers and acquisitions, liability management, financings and restructurings.
Our experienced Transaction Advisory team leverages tenured Big 4 pedigrees without the encumbrances of independence or conflict of interest concerns. Our team understands the speed at which the deal environment operates and utilizes a detailed financial and data-driven approach that allows our clients to make well informed decisions more quickly. Our unique backgrounds in accounting, investment banking, and private equity provide a perspective unmatched by our peers in the middle market. With the ability to leverage the Portage Point platform, including performance improvement and interim management, we are uniquely positioned to drive superior outcomes for clients in even the most challenging and complex situations.
