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.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.
The Director, TAS role at Portage Point represents a unique opportunity to serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. This Director, TAS will provide advice, leadership and project execution for clients across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting and tax. The Director, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients’ investment strategy. This Director will lead key initiatives, manage discrete workstreams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
- Lead engagements developing relationships through best-in-class execution
- Formulate, oversee and lead multiple engagements while guiding and coaching junior team members
- Execute buy-side and sell-side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis, cash flow analysis, potential liabilities and risk analysis
- Draft clear and compelling reports outlining key takeaways including but not limited to normalized earnings, budget achievability, indebtedness and post-transaction considerations
- Create and manipulate financial models
- Review transaction agreements, customer and vendor contracts
- Curate a personal network that will result in a consistent book of business and increased practice line revenues
- Collaborating closely with performance improvement, restructuring and investment banking colleagues
- Lead internal trainings and best practice sharing
- Lead and support business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nasvhille, New York 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
- Certified Public Accountant required
- 10+ years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big Four accounting firm
- Deep understanding of US GAAP principles
- Familiarity with Tableau and Alteryx preferred
- Exceptional engagement leadership and client management skills including extensive experience in project management including planning, organizing, coordinating and managing team members and clients
- Readiness to have a direct impact on revenue growth
- Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and complex ad hoc analysis
- 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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