Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
The Office of the CFO (OCFO) team partners with middle market stakeholders to provide strategic finance solutions and operational, technical and transaction accounting advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, operations, audit, investment banking, investing and consulting, the OCFO team provides holistic perspectives and capabilities to deliver results that are unmatched in the industry. Portage Point Partners is seeking an Account Advisory Vice President (VP) to deliver operational, technical, transaction and data analytics advisory across the full business and investment lifecycle. As key contributors within the OCFO and Transaction Advisory Services (TAS) practices, Vice Presidents leverage backgrounds in accounting, finance, audit, operations and consulting to provide holistic, data-driven insights that help clients modernize financial operations and navigate complex transactions. This VP role offers a broad, high-impact opportunity to support buyers and sellers through the transaction process and beyond, while enhancing efficiency, accuracy and decision-making across client organizations. This individual will lead key initiatives, manage discrete workstreams and collaborate closely with senior leaders in a fast-paced, high-performance environment.