Associate, Transaction Advisory Services

Portage Point Partners(3 years ago)

HybridFull TimeMedior$95,770 - $126,986 (estimated)Transaction Advisory Services (TAS)

About this role

The TAS Associate at Portage Point Partners conducts financial, tax and operational diligence across M&A and corporate actions for private equity, lenders and corporate clients. The role evaluates transaction alignment with client investment strategies by assessing business strengths, identifying risks, and supporting deal structuring. It is an entrepreneurial, client-facing position based in select US cities within a collaborative team environment.

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Required Skills

Due Diligence
Financial Modeling
Audit
Quality Earnings
Working Capital
Net Debt
Reporting
Contract Review
Tableau
Alteryx

+5 more

Qualifications

Bachelor's Degree
CPA

About Portage Point Partners

portagepointpartners.com

Portage Point Partners is a boutique investment and strategic advisory firm that partners with middle‑market companies—particularly consumer and retail brands—to drive growth, operational improvement, and value creation. The firm provides growth and buyout capital alongside hands‑on support in areas such as go‑to‑market strategy, supply chain and e‑commerce, finance, and M&A execution. Portage Point combines investor discipline with experienced operators and board‑level guidance to accelerate scale and transform underperforming or high‑potential businesses.