Teams at Portage Point Partners

Lead transaction-related tax reporting, readiness, and post-close integration engagements for private equity, lenders, and corporates. Advise on ASC 740, carve-outs, audit readiness, IPO and sell-side readiness, tax operating model design, and tax function assessments. Manage workstreams, mentor staff, produce client-ready deliverables, and drive business development and firm-building initiatives.

The Vice President of Transaction Advisory Services will manage project execution for financial and business diligence, overseeing teams to develop solutions for M&A transactions while nurturing client relationships and mentoring junior staff.

The Director of Transaction Advisory Services leads financial and business due diligence for private equity and corporate clients, overseeing multiple engagements and coaching junior team members.