Director, Transaction Advisory Services // Financial Services

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, Financial Services role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director is the go-to advisor on Financial Services transactions, responsible for delivering specialized expertise in insurance, wealth & asset management, banking & capital markets M&A diligence, with the ability to specialize within certain FIG subsectors as desired/per specific expertise. The Director will report directly to the TAS Practice Line Leader and manage quality of earnings, advise sponsors on valuation and risk matters and support financial services business development. This person will support key initiatives, manage discrete workstreams and work closely with senior leaders. 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.