Senior Associate, Transaction Advisory Services
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being 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), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), 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 TAS Senior 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.
Responsibilities Work directly with senior personnel at Portage Point and our clients to develop comprehensive analysis of complex transactional challenges
Execute buyside and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
Draft clear and compelling reports outlining key takeaways and participating in and leading management meetings
Review transaction agreements, customer and vendor contracts
Collaborate closely with performance improvement, restructuring and investment banking colleagues
Manage junior resources on engagements by reviewing their work and supporting their career development
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
Qualifications Bachelor’s degree from a top undergraduate program
Located in or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, Nashville, 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
Three plus years of experience with at least two years of financial due diligence experience within a Big 4 accounting firm
Active Certified Public Accountant (CPA) license required
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
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