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.

Serves as a strategic HR advisor to practice and functional leaders while owning employee relations, performance management, employee lifecycle operations, total rewards, compliance, and HR infrastructure. The role manages multi-state HR compliance, supports FINRA and broker-dealer requirements, improves HCM processes through automation and AI, contributes to engagement and learning initiatives, and mentors junior HR team members in a fast-paced professional services environment.

Leads federal transaction tax advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, transaction structuring, partnership tax analysis, financial and tax modeling, purchase agreement review, client-ready reporting, sell-side support, post-closing advisory, mentoring, training, and firm-building initiatives.