Teams at Portage Point Partners

Leads human resources due diligence and transformation engagements for private equity clients. Assesses workforce, compensation, benefits, compliance, and organizational risks; develops HR operating models; and directs post-close integrations, carve-outs, and value-creation initiatives. The role also includes executive advisory, business development, client relationship management, team leadership, mentoring, training, and talent acquisition within a rapidly growing consulting practice.

Lead state and local tax transaction advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, exposure analysis, reviewing transaction models and agreements, preparing client reports, supporting business development, mentoring staff, and contributing to training and firm-building initiatives. The role requires significant M&A tax experience, strong communication skills, and expertise in federal, state, and non-income tax matters.

The Director advises private equity sponsors, lenders, and corporate clients on financial services transactions. Responsibilities include buy-side and sell-side financial due diligence, quality of earnings analysis, valuation, credit risk and regulatory reviews, contract assessment, transaction reporting, client relationship management, business development, and practice development. The role specializes in insurance, wealth and asset management, banking, and capital markets M&A while collaborating with restructuring, performance improvement, and investment banking teams.