Portage Point Partners is a middle‑market advisory and investment banking firm that blends bulge‑bracket expertise across consulting, finance, and operations. The firm delivers integrated transaction advisory, valuation, and execution services, as well as CFO support, performance improvement, interim management, operational turnaround, and financial restructuring. Its cross‑functional platform uniquely identifies value capture and mitigates risk at every stage of the middle‑market lifecycle, from ideation to monetization. By combining deep industry knowledge with hands‑on operational experience, Portage Point offers stakeholders unmatched transactional, operational, and financial perspectives.
Open Positions
Managing Director, Transaction Advisory Services
Bachelor’s degree from top program. 15+ years financial due diligence experience. CPA, US GAAP, Tableau/Alteryx familiarity
Managing Director, Performance Improvement
15+ years of advisory experience, proven ability to build rapport with senior executives, and personal network and relationships to yield new PI opportunities
Senior Vice President, Cross-Functional
Top-tier education and 7+ years of experience in IB, consulting, restructuring or private equity at a top-tier firm, with high degree of maturity and ability to build and maintain rapport with senior executives
Vice President, Portfolio Valuations
Bachelor's or Master's degree in Finance, Accounting or Economics, 4+ years of experience constructing and reviewing valuation models, high degree of maturity with proven ability to interact with senior executives
Managing Director, Investment Banking // Mergers & Acquisitions (M&A)
15+ years of investment banking experience, Series 79, 63, and 24 FINRA licenses, experience with privately held and sponsor-backed businesses
Vice President, Cross-Functional
5+ years of experience, Bachelor's degree, financial modeling skills, ability to lead teams and build rapport with senior executives
Senior Associate, Cross-Functional
4+ years of investment banking, consulting, or private equity experience, Bachelor's degree from a top undergraduate program, Financial acumen to prepare complex analysis
Director, Turnaround & Restructuring Services
10+ years of experience in investment banking, consulting, restructuring/distressed or private equity, with ability to review complex financial models and communicate analysis effectively
Associate, Cross-Functional
Bachelor's degree from a top undergraduate program, 2+ years of investment banking or related experience, and financial acumen to prepare complex financial models
Managing Director, Turnaround & Restructuring Services
Proven leader with significant experience in strategic, financial or operational consulting, investment banking, restructuring / distressed, private equity, lending and/or industry roles, with a strong track record of success in high-pressure environments
+31 More Jobs Available!
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