Portage Point Partners

Transaction advisory and restructuring

Portage Point Partners delivers integrated financial and operational services across transaction advisory, transaction execution, Office of the CFO, valuations, performance improvement, turnaround and restructuring, and investment banking. Holding those together matters because a company in a complex transition rarely needs only one of them, and the handoffs between separate firms are where situations deteriorate. Engagement teams are deliberately lean and work directly with senior stakeholders rather than through layers. Founded in 2016, the firm has grown more than 30% annually and now operates from ten offices across the United States, with an integrated team in India.