Full-Time

Managing Director

Performance Improvement Transaction Execution Services, Tes

Posted on 7/28/2025

Portage Point Partners

Portage Point Partners

201-500 employees

Operationally focused advisory and interim management

Compensation Overview

$900k - $1.2M/yr

Boston, MA, USA + 10 more

More locations: Houston, TX, USA | Nashville, TN, USA | Los Angeles, CA, USA | Tampa, FL, USA | Miami, FL, USA | Dallas, TX, USA | West Palm Beach, FL, USA | Chicago, IL, USA | New York, NY, USA | Atlanta, GA, USA

Hybrid

Category
Consulting (3)
, ,
Required Skills
Management
Requirements
  • Bachelor’s degree from a top undergraduate program
  • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach 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
  • 15 plus years of advisory experience across transaction types and industries, with core focus on both strategy and execution across business functions to mitigate risk, set up new processes and drive value capture
  • Experience creating practice playbooks with synergy value capture, carve-out stand-up and divestiture
  • Program and Project Management expertise
  • Proven ability to build rapport, and influence, senior executives, middle managers, line workers, private equity firms, lenders and attorneys while delivering high-value work that exceeds client expectations
  • Experience advising clients and making decisions that demonstrate expertise, synthesizing the core drivers of both the clients’ business, situational analyses and the underlying complexity of the situation to maximize value
  • Personal network and relationships that yield new PI opportunities and engagements as well as ability to cross-sell complementary service offerings and expand network
  • Extensive experience managing other professionals and acting in a manner that serves to motivate, develop and bring out the best in others
  • 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
Responsibilities
  • Work with the Portage Point team of Associates to Managing Directors to lead execution of all deliverable workflows within scope, on time and within budget, often across multiple engagements
  • Work directly with clients―from board room to shop floor―to develop insights, drive buy-in, and be a catalyst for action, while overseeing post-transaction value capture
  • Use a hypothesis-based approach to quickly close knowledge gaps, source key data and provide analysis
  • Deliver substantiated value creation plans with quantum and speed of opportunity capture
  • Support business functions to create and implement new assets, artifacts and governance
  • Drive action plans to completion through interim management, project management, direct execution or execution advisory
  • Leverage network and relationships to yield and maintain an active referral base of high-quality opportunities
  • Lead and/or contribute to project origination and sales, including developing proposals and pitching to senior executives, private equity firms, lenders, attorneys and other related stakeholders
  • Serve in interim leadership roles as required, including functional line management and CXO
  • Lead development of service-line playbooks, proprietary perspective and thought leadership
  • Provide coaching and mentorship to junior team members
  • Lead or support internal trainings and best practice sharing
  • Lead business development and client relationship efforts
  • Lead talent acquisition and firm-building initiatives
Portage Point Partners

Portage Point Partners

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Portage Point Partners provides business advisory and interim management to companies facing complexity, transitions, or underperformance. Its team leads hands-on operational work to diagnose issues, design practical plans, and run the organization during critical periods to improve performance and execute transformations, including financial restructurings. The firm differentiates itself with strong operational execution and real-world leadership across performance improvement, transformation, and restructuring, aligning stakeholder interests. Its goal is to help clients navigate difficult transitions, restore performance, and maximize value for owners, creditors, employees, and other stakeholders.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • New Mountain Capital expands stake in May 2026 to fund talent and technology investments.
  • Hires like Neha Mishra and Adam Pollak in 2026 strengthen tech investment banking and advisory leadership.
  • Multiple managing directors added in 2025-2026 bolster turnaround, performance improvement, and CFO practices.

What critics are saying

  • Serial hires from AlixPartners, KPMG, EY-Parthenon cause cultural clashes eroding client retention within 12-24 months.
  • New Mountain Capital's expanded stake imposes growth targets straining 50-75 employee base, triggering burnout in 6-18 months.
  • Name confusion with Portage Partners LLC dilutes brand and misdirects middle-market clients ongoing.

What makes Portage Point Partners unique

  • Portage Point integrates advisory, interim management, and investment banking exclusively for middle-market firms.
  • Founded in 2016 by Matthew Ray, firm delivers bulge-bracket expertise in turnaround and restructuring.
  • Cross-functional platform spans performance improvement, transaction advisory, and eCommerce transformation services.

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Benefits

Flexible Work Hours

Hybrid Work Options

Company News

PR Newswire
Feb 4th, 2026
Neha Mishra joins Portage Point Partners as managing director in tech investment banking

Portage Point Partners has appointed Neha Mishra as managing director in its technology investment banking practice. Mishra brings nearly 20 years of experience advising technology companies and financial sponsors on mergers and acquisitions, capital markets and strategic alternatives, having worked on over $50 billion in aggregate transaction value. Her expertise spans cybersecurity, infrastructure software, data analytics, marketing software, workflow automation and tech-enabled services across public and private companies. Mishra previously served as managing director in technology investment banking at Truist Securities, and held earlier positions at Macquarie Capital and Goldman Sachs. Portage Point Partners is a Chicago-based advisory, consulting, interim management and investment banking firm focused on the middle market. New Mountain Capital made a strategic minority growth investment in the firm in October 2024.

The Andalusia Star-News
Jan 8th, 2026
Adam Pollak Joins Portage Point Partners as Head of Advisory

Adam Pollak joins Portage Point Partners as Head of Advisory. CHICAGO, Jan. 8, 2026 /PRNewswire/ - Portage Point Partners, LLC (Portage Point), a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, announces the appointment of Adam Pollak as Head of Advisory. Adam also joins the firm's Executive Leadership Team. In this role, Adam will provide unified leadership across Transaction Advisory Services, Valuations, Transaction Execution Services, Office of the CFO and Performance Improvement. He will also lead platform-wide technology initiatives, including the development and deployment of proprietary technology solutions designed to accelerate execution, deliver deeper operational and strategic insights and create value across the entire client delivery model. "Best in class advisory capabilities must be highly integrated, operationally advanced and technology led," said Matthew Ray, Founder and Chief Executive Officer of Portage Point. "Adam brings the rare combination of operational and technology transformation leadership needed to evolve our Advisory platform and continue delivering differentiated, best-in-class client outcomes." "Portage Point has built a uniquely integrated, execution-oriented advisory services platform experiencing tremendous growth," said Pollak. "I am excited to further advance that model by aligning Advisory capabilities and accelerating the deployment of transformational technology solutions on behalf of our clients." Prior to joining Portage Point, Pollak served as Global Lead Partner for Value Creation and US Transformation Lead Partner at KPMG Strategy, where he developed and scaled service line capabilities focused on EBITDA improvement across the full M&A lifecycle. Previously, he was a Managing Director at AlixPartners and led the evolution of the Information Technology and Transformation Services practice. About Portage Point Partners Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Its 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, valuations, transaction execution services, office of the CFO, performance improvement, interim management, investment banking, operational turnaround and financial restructuring. Learn how Portage Point can positively impact your business - www.portagepointpartners.com In October 2024, New Mountain Capital made a strategic minority growth investment in Portage Point Partners. Learn more. View original content to download multimedia:https://www.prnewswire.com/news-releases/adam-pollak-joins-portage-point-partners-as-head-of-advisory-302656755.html SOURCE Portage Point Partners

PR Newswire
Oct 29th, 2025
Portage Point Partners Adds Venkat Sreenivasan as Managing Director in Performance Improvement Practice

Portage Point Partners adds Venkat Sreenivasan as Managing Director in Performance Improvement practice. News provided by. Venkat brings more than 25 years of experience delivering high-impact value creation initiatives CHICAGO, Oct. 29, 2025 /PRNewswire/ - Portage Point Partners, LLC (Portage Point), a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, welcomes Venkat Sreenivasan as Managing Director in the Performance Improvement (PI) practice. Venkat delivers high-impact value creation programs spanning EBITDA improvement, commercial and operational due diligence, carve-outs, integrations and sales effectiveness transformations with specialized focus on the technology sector. He has successfully led comprehensive enterprise transformations for private equity (PE) sponsors and Fortune 500 companies delivering actionable insights that drive profitable growth. Venkat takes an innovative PE partnership approach, leveraging artificial intelligence (AI) and automation to rapidly deliver portfolio insights and identify opportunities to accelerate value creation and portfolio returns. "Middle market companies are increasingly migrating toward technology-centered business models," said Arun Lamba, Head of PI at Portage Point. "Venkat brings specialized expertise across technology, SaaS and tech-enabled businesses to support margin expansion and drive scalable growth. His sector expertise will be a valuable addition to our integration solutions platform." "The Portage Point integrated go-to-market approach breaks down traditional advisory silos to deliver accelerated, insight-driven solutions that redefine value creation," said Venkat. "I look forward to leveraging the Portage Point multidisciplinary platform to deliver bespoke, technology-enabled solutions that unlock operational excellence and sustainable growth for middle market stakeholders." "Portage Point is focused on delivering innovative, technology-led solutions that increase speed to impact for middle market clients," said Matthew Ray, Founder and CEO at Portage Point. "Beyond being a transformationalist, Venkat brings an innovative AI-enabled approach to accelerate portfolio value creation and deliver insights that will benefit middle market clients across sectors." Prior to Portage Point, Venkat was Managing Director at KPMG, leading cross-functional teams across North America and India on large-scale transformations and transaction support engagements. Before KPMG, Venkat was a Partner at AlixPartners, supporting PE client performance improvement initiatives. About Portage Point Partners 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, valuations, transaction execution services, office of the CFO, performance improvement, interim management, investment banking, operational turnaround and financial restructuring. Learn how Portage Point can positively impact your business - www.portagepointpartners.com In October 2024, New Mountain Capital made a strategic minority growth investment in Portage Point Partners. Learn more. SOURCE Portage Point Partners

Yahoo Finance
Oct 6th, 2025
Portage Point Partners Appoints Tom Wooton as Managing Director Expanding Office of the CFO Practice

Portage Point Partners appoints Tom Wooton as Managing Director expanding Office of the CFO practice. CHICAGO, Oct. 6, 2025 /PRNewswire/ - Portage Point Partners, LLC (Portage Point), a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, welcomes Tom Wooton as Managing Director to the Office of the CFO (OCFO) practice. Tom has more than two decades of experience guiding companies through growth, value creation and transformation programs as both CFO and advisor. Tom has led finance-focused integration, separation and transformation programs for a broad client range including private equity (PE) backed portfolio companies and global Fortune 500 leaders. Tom identifies improvement opportunities, leads multi-thread integration and cost takeout initiatives and delivers solutions that drive modernization and professionalization for middle market CFOs and sponsors. His industry experience spans technology, telecommunications, software-as-a-service, consumer and retail, manufacturing, distribution, education, business services and healthcare. "Tom brings a unique combination of hands-on CFO experience and advisory expertise that enables clients to accelerate change while maintaining operational excellence during critical transformations and transitions," said Barclay Stanton, Head of OCFO at Portage Point. "Tom exemplifies the caliber of seasoned executive talent with deep operational expertise that further strengthens our growing blue chip team." "Sustainable value creation requires strategic vision and disciplined execution," said Tom. "The Portage Point integrated offerings enable seamless collaboration with performance improvement and transaction advisory capabilities to deliver the insights, systems and tech-enabled tools middle market companies need to navigate complex financial challenges while positioning them for long-term growth." "Tom joins Portage Point at a pivotal moment when middle market CFOs face unprecedented pressure to optimize financial performance and transparency amid economic uncertainty," stated Matthew Ray, Founder and CEO of Portage Point. "His proven track record of driving companies to profitability and leading clients through change at private equity pace and scale aligns with the experience Portage Point clients require." Prior to Portage Point, Tom served as Managing Director at EY-Parthenon. Previously, Tom was Chief Financial Officer at Revolution Foods, where he was responsible for driving pricing, performance improvement and refinancing initiatives that led the company to profitability for the first time in its history.

Eastern Progress
Jul 23rd, 2025
Portage Point Partners Adds Robert Albergotti as Managing Director to Turnaround & Restructuring Services Practice

Portage Point Partners adds Robert Albergotti as Managing Director to Turnaround & Restructuring Services practice.

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