The Managing Director in Transaction Advisory Services leads financial due diligence, client relationships, and internal initiatives while driving business impact and revenue growth.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
The Managing Director, TAS at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is the leader serving private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director, TAS will report directly to the TAS Practice Line Leader and overseeing a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
- Lead multiple engagements and develop relationships through best-in-class execution
- Execute buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis
- Draft clear and compelling reports outlining key takeaways including, but not limited to, normalized earnings, budget achievability, indebtedness and post-transaction considerations
- Review transaction agreements, customer and vendor contracts
- Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practice's capabilities
- Curate a personal network that will result in a consistent book of business, increased practice line revenue and opportunities for cross selling all services
- Collaborate closely with PI, TRS and IB team members
- Provide coaching and mentorship to junior team members
- Lead or support internal trainings and best practice sharing
- Lead talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Houston, Los Angeles, Miami, Nashville, New York, Tampa, Palm Beach and / or Phoenix
- Invested in a team-based culture that involves in office four days per week and willing to work at client sites as needed
- 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm
- Certified Public Accountant
- Deep understanding of US GAAP principles
- Familiarity with Tableau and Alteryx preferred
- Exceptional engagement leadership and client management skills including extensive experience in project management
- Experience pitching and partnering with private equity firms, corporate and other related buyers
- Readiness to have a direct impact on revenue growth
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Top Skills
Alteryx
Tableau
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