Associate, Transaction Advisory Services

Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational, financial and strategic perspectives to middle market stakeholders. The Portage Point cross-functional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS). 

Recognized for accelerated growth, Portage Point is back by New Mountain Capital and is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions. 

The TAS team supports private equity sponsors, direct lenders and corporate clients with financial, tax and operational due diligence, analytics and accounting connected with mergers, acquisitions, divestiture and other corporate actions. TAS offers distinctive transactional perspectives across a variety of industries that drive value throughout the deal continuum and investment lifecycle. Our entrepreneurial model encourages team members to take on significant responsibility beyond their prior experience level, creating opportunity for unconstrained personal and professional advancement. 

The TAS Associate will assume a wide set of responsibilities across buy and sell side transactions, including financial and business due diligence, making a significant impact in a fast-paced, entrepreneurial environment. This role represents a unique opportunity for highly-motivated professionals to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. Qualified individuals should be prepared to work within a collaborative team environment to assess a business’s strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.

• Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges 
• Execute buy 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
• Draft clear and compelling reports outlining key takeaways and participating in management meetings
• Review transaction agreements, customer and vendor contracts
• Collaborate closely with performance improvement, restructuring and investment banking colleagues
• Share and manage best practices as well as lead internal trainings where required
• Support business development, talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

• Bachelor’s degree from a top undergraduate program
• Located in or willing to relocate to Chicago, Dallas, Los Angeles, New York or Philadelphia
• Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed 
• One year of financial due diligence and/or two years of audit experience within a Big 4 accounting firm or similar
• Certified Public Accountant
• Familiarity with Tableau and Alteryx preferred
• Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
• Ability to successfully work in a small, collaborative team environment
• High degree of maturity with a proven ability to interact with senior executives, private equity sponsors, lenders, lawyers, middle managers and line workers
• Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting
• Eagerness to be responsive at all times
• Proven track-record of success in high pressure, time-constrained environments
• Excellent written and verbal communication skills including strong e-mail etiquette
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial spirit