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Associate, Transaction Advisory Services

PortagepointpartnersChicago / Dallas / Los Angeles / New York / Philadelphia1d ago

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 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 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

Support internal trainings and best practice sharing

Support 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 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

At least one year of financial due diligence and / or two years of audit experience within a Big Four 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

Associate, Transaction Advisory Services

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