Managing Director, Transaction Advisory Services

Chicago, IL, United States

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 cross-functional 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 ever-changing middle market business lifecycle. From ideation to monetization, Portage Point delivers excellence across transaction advisory services (TAS), transaction execution services (TES), office of the CFO (OCFO), performance improvement (PI), interim management (IM), investment banking (IB) and turnaround and financial restructuring (TRS).

Recognized for accelerated growth, Portage Point Partners is consistently featured in rankings from Inc. 5000, The Financial Times and Consulting Magazine. This recognition is a testament to the firm’s focus on excellence, intensity and pace and ability to attract blue chip and bulge bracket 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 establish a team in the Chicago market and assume a wide set of responsibilities across buy-side and sell-side transactions including financial and business due diligence, accounting and financial reporting. This role represents a unique opportunity for highly-motivated leader 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 best-in-class execution

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

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 practice's 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 high-performing and inclusive culture

Qualifications Bachelor’s degree from a top undergraduate program

Located or willing to relocate to Chicago

Invested in a team-based 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 high-quality messaging, structure and formatting

Eagerness to be responsive at all times

Proven track-record of success in high pressure, time-constrained environments

Excellent written and verbal communication skills including strong e-mail etiquette

Top-tier organizational skills and attention to detail

Self-starter and entrepreneurial spirit

$550,000 - $900,000 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 applicant’s qualifications (education, training and/or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.

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