Teams at Portage Point Partners

Leads federal transaction tax advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, transaction structuring, partnership tax analysis, financial and tax modeling, purchase agreement review, client-ready reporting, sell-side support, post-closing advisory, mentoring, training, and firm-building initiatives.

The Director, TRS is responsible for leading client delivery, managing financial and operational engagements, and developing client relationships in turnaround and restructuring services.

The Managing Director oversees client delivery in turnaround and restructuring services, focusing on strategic, operational, and financial engagements, while ensuring high-quality outcomes and managing client relationships.