Portage Point Partners
11-50 employees
Management Consulting
Financial Services
Business Advisory
About Portage Point Partners
Portage Point Partners is a management consulting firm specializing in financial services and business advisory. Founded in 2013, the company focuses on delivering strategic and operational solutions to help clients improve performance and achieve sustainable growth. Their services include financial advisory, operational improvement, and strategic planning, serving a diverse client base across various industries. Portage Point Partners is committed to providing tailored consulting services that drive measurable results and long-term value.
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Description
- Lead investment banking M&A activities in the consumer, beauty, and wellness sectors at Portage Point Partners.
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Requirements
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach 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
- 15 plus years of middle market investment banking experience
- Established book of business in the Consumer, Beauty & Wellness sector with demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
- Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
- Experience with privately held and sponsor-backed businesses
- Commanding knowledge of current market terms and trends
- Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
- 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
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Benefits
- Comprehensive benefits and equity participation (not reflected in the pay range)
- Potential for bonuses and other incentives
- Support for talent acquisition and firm-building initiatives
- High-performance and inclusive culture