Managing Director Transaction Advisory Services
Managing Director Transaction Advisory Services
Posted on :
07-04-2025
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1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
07-04-2025
Job Description
Portage Point Partners is a business advisory interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting operations finance accounting investment banking and investing to provide unmatched transactional operational and financial perspectives to middle market stakeholders. The Portage Point crossfunctional platform is uniquely architected to offer fully integrated capabilities and solutions that identify value capture mitigate risk and positively impact outcomes at every stage of the everchanging middle market business lifecycle. From ideation to monetization Portage Point delivers excellence across transaction advisory services (TAS) transaction services (TES) office of the CFO (OCFO) performance improvement (PI) interim management (IM) investment banking (IB) and turnaround and restructuring (TRS).
Recognized for accelerated growth Portage Point is backed by New Mountain Capital and consistently featured in rankings from Inc. 5000 The Financial Times and Consulting Magazine. This recognition is a testament to the focus on excellence intensity and pace and ability to attract blue chip talent committed to delivering impactful solutions.
The TAS team supports private equity direct lenders and corporate clients with financial tax and operational due diligence analytics and accounting connected with mergers acquisitions divestiture and other corporate actions. TAS offers distinctive transactional perspectives across a variety of industries that drive value throughout the deal continuum and investment lifecycle. Our entrepreneurial model encourages team members to take on significant responsibility beyond their prior experience level creating opportunity for unconstrained personal and professional advancement.
The Managing Director TAS will lead a team in the Los Angeles market and assume a wide set of responsibilities across buyside and sellside transactions including financial and business due diligence accounting and financial reporting. This role represents a unique opportunity for highlymotivated leaders to serve private equity direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Managing Director TAS should be prepared to work within a collaborative team environment and evaluate the potential transaction alignment of a clients investment strategy.
Responsibilities
- Work directly with senior personnel at Portage Point and our clients to develop comprehensive solutions to complex transactional challenges
- Lead multiple engagements and develop relationships through bestinclass
- Execute buyside and sellside 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 posttransaction considerations
- Review transaction agreements customer and vendor contracts
- Make significant contributions to marketing and business development efforts by participating in strategic branding initiatives to highlight the TAS practices capabilities
- Curate a personal network that will result in a consistent book of business and increased practice line revenue
- Collaborate closely with performance improvement turnaround & restructuring and investment banking colleagues
- Identify and capitalize on opportunities for cross selling of other services offered by the firm
- Formulate and lead practice development initiatives
- Provide professional development coaching to junior team members
- Share and manage best practices as well as lead internal trainings where required
- Lead talent acquisition and firm development efforts
- Contribute to creating a highperforming and inclusive culture
Qualifications
- Bachelors degree from a top undergraduate program
- Located or willing to relocate to Los Angeles
- Invested in a teambased culture that involves in office four days per week and willing to work at client sites as needed
- 15 plus years of financial due diligence experience or a combination of audit and financial due diligence experience within a Big 4 accounting firm
- Certified Public Accountant
- 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
- Experience pitching and partnering with private equity firms corporate and other related buyers
- Readiness to have a direct impact on revenue growth
- Ability to successfully work in a small collaborative team environment
- High degree of maturity with a proven ability to interact with senior executives private equity firms lenders lawyers middle managers and line workers
- Effectively communicates analysis through Microsoft Word Excel Outlook and PowerPoint including highquality messaging structure and formatting
- Eagerness to be responsive at all times
- Proven trackrecord of success in high pressure timeconstrained environments
- Excellent written and verbal communication skills including strong email etiquette
- Toptier organizational skills and attention to detail
- Selfstarter and entrepreneurial spirit
$550000 $900000 a year
The City of New York and the State of California require Portage Point to provide compensation information for this role. This range represents the anticipated minimum and maximum base bonus for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicants qualifications (education training and/or experience related to this role) and therefore may fall outside the range shown depending on the circumstances.
Required Experience:
Director
Employment Type
Advisor
Key Skills
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