Portage Point Partners (Portage Point) 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, financial and strategic 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 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 PI team supports middle market private equity, direct lenders and corporate clients across every stage of the business and investment lifecycle. Our team partners with clients to identify, facilitate and implement action plans that drive value capture and risk mitigation. From new deal value creation, performance enhancement, and value recovery and transformation, our team provides diligent strategy and tactical support with scalable solutions that align with each individual clients’ need. This practice is currently seeking an exceptional Managing Director to source and lead client engagements across various industries and services working directly with client teams to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle. The role will be instrumental in expanding the PI practice and bolstering our playbook for providing end-to-end performance improvement services that include: office of CFO, post-merger integration, commercial and operational excellence, organizational effectiveness, working capital optimization and interim management.
The Managing Director, PI at Portage Point Partners represents a unique opportunity for a highly motivated professional to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. This Managing Director, PI will source and lead client engagements across various industries and services working directly with client teams to develop comprehensive solutions to complex operational and financial challenges across the business lifecycle. The role will be instrumental in expanding the PI practice and bolstering our playbook for providing end-to-end performance improvement services. The Managing Director, PI should be prepared to work within a small, collaborate team environment to manage discrete work streams.
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
Use a hypothesis-based approach to quickly close knowledge gaps, source key data and provide analysis
Deliver value creation plans with quantum and speed of opportunity capture
Create prioritized tactical action plans focused on what needs to be done by whom and when
Support business functions to create and implement new assets, artifacts and governance
Lead completion of client deliverables and presentations with high-degree of clarity, rigor and attention to detail
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 contributing to project origination and sales, including developing proposals and pitching to senior executives, private equity firms, lenders, lawyers and other related stakeholders
Serve in interim leadership roles, including functional line management and CXO
Support development of service-line playbooks, proprietary perspective and thought leadership
Provide professional development coaching to junior team members
Share and manage best practices as well as lead internal trainings where required
Lead business development efforts
Support and 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 Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
Invested in a team-based culture that involves in office four days per week or willing to work at client sites as needed
15 plus years of advisory experience across several of the following areas: financial assessment & office of the CFO, sales effectiveness, acquisition & merger integration, organizational realignment, business process optimization, working capital optimization, cost out and interim management
Proven ability to build rapport with and influence senior executives, middle managers, line workers, private equity firms, lenders and lawyers and deliver 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
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
$900,000 - $1,200,000 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.
Seniority level
Director
Employment type
Full-time
Job function
Business Development and Sales
Industries
Business Consulting and Services
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