What Portage Point Partners does

Portage Point Partners is a privately held business advisory, interim management, and investment banking firm headquartered in New York with operations across 11 US offices. The firm serves middle market stakeholders — including corporate management teams, private equity sponsors, and lenders — through eight integrated practice areas: Transaction Advisory Services, Valuations, Transaction Execution Services, Office of the CFO, Performance Improvement, Interim Management, Investment Banking (delivered through wholly-owned FINRA/SIPC broker-dealer Triple P Securities, LLC), and Turnaround & Restructuring Services. Coverage spans 12 industry verticals including Healthcare, Consumer Products, Retail, Financial Services & Crypto, Telecommunications/Media/Technology, and Energy.

The firm's value proposition rests on assembling senior professionals with blue-chip pedigrees from Big 4 firms (KPMG, AlixPartners), bulge bracket banks, and elite boutiques (Houlihan Lokey, L.E.K. Consulting, Huron). Its 40+ Managing Directors include practitioners with disclosed track records of $10B+ in created enterprise value, $50B+ in advised transaction value, and 900+ completed transactions. The integrated platform is positioned to deliver cross-functional teams — including placement of interim C-suite executives (CEO, CFO, COO, Chief Restructuring Officer) — to address complex situations across the investment lifecycle.

The business model is professional services fee-based, with custom engagements tailored to client needs and no publicly disclosed pricing. The firm operates as Portage Point Partners LLC and received strategic minority growth capital from New Mountain Capital in October 2024, with that investment expanded in May 2026. It is currently led by Founder & CEO Matthew Ray and has been recognized on Inc. 5000, Financial Times, and Crain's Chicago Business Fast 50 growth rankings across multiple consecutive years.

Name

Portage Point Partners

Legal name

Portage Point Partners LLC

Website

https://portagepointpartners.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Portage Point Partners is a privately held business advisory, interim management, and investment banking firm serving middle market corporate management teams, private equity sponsors, and lenders across the US through eight integrated practice areas delivered by 11 office locations.

Ownership category

akta.pro rank

Product category

Management Consulting & Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)

akta.pro secondary industry

Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory (FSAEAGAI)

Keywords

• Middle market advisory
• Investment banking services
• Turnaround restructuring
• Transaction advisory
• Interim management

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory and Consulting Fees: Portage Point Partners generates revenue through professional services fees for advisory engagements including transaction advisory services, valuations, transaction execution services, Office of the CFO services, performance improvement, interim management, investment banking, and turnaround & restructuring services. Services are delivered by blue chip talent with bulge bracket and elite boutique pedigrees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Portage Point Partners is a business advisory, interim management, and investment banking firm serving the U.S. middle market across eight integrated practice areas: Transaction Advisory Services, Valuations, Transaction Execution Services, Office of the CFO, Performance Improvement, Interim Management, Investment Banking, and Turnaround & Restructuring Services. The firm deploys senior professionals with bulge bracket, elite boutique, and Big 4 pedigrees to support management teams, private equity sponsors, and lenders across the full investment lifecycle.

Product overview

Portage Point Partners is a business advisory, interim management, and investment banking firm offering integrated solutions across eight practice areas: 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 integrated platform is designed to provide middle market stakeholders with blue-chip advisory and execution capabilities throughout the entire business and investment lifecycle. Investment Banking Services are offered through Triple P Securities, LLC, a FINRA member and SIPC-protected broker-dealer.

Differentiator

Problem solved

Functional benefit

Products and services

• Transaction Advisory Services (TAS) Financial and accounting diligence, tax diligence, data analytics, sell-side diligence, lender services, KPI dashboarding, divestiture and carve-out support, and operational diligence for buy-side and sell-side transactions. Delivered by Big 4 pedigreed professionals to private equity sponsors and corporate management teams.
• Valuations (VAL)
• Transaction Execution Services (TES)
• Office of the CFO (OCFO)
• Performance Improvement (PI)
• Interim Management (IM)
• Investment Banking (IB)
• Turnaround & Restructuring Services (TRS)

Quantifiable outcome

• Art Djavairian created more than $10 billion in enterprise value for corporate and private equity clients
• +2 more outcomes

Named customers16 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Robert RourkecoreOthers · 4 May 2026Robert Rourke, former President of L.E.K. Consulting for the Americas, was appointed to Portage Point Partners' Board of Directors as part of the expanded partnership with New Mountain Capital.
• Pluto Financial TechnologiesminorStrategic or Co-development PartnerPortage Point Partners backed Pluto Financial Technologies as an investor in its $8.6 million equity funding round. Pluto is an AI-powered lending platform for private market investors. Portage Point participated alongside institutional partners including Apollo, Hamilton Lane, and venture firms.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• AlixPartners: Global consulting firm focused on performance improvement, turnaround, and complex restructuring for distressed and PE-owned companies. Directly comparable across the Performance Improvement, Turnaround & Restructuring, and Transaction Advisory practices, and a known prior employer of multiple Portage Point MDs.
• Houlihan Lokey: Global investment bank with strong middle-market M&A, capital markets, and valuation practices. Directly comparable across Investment Banking and Valuations, and a known prior employer of Portage Point's Head of Valuations.
• FTI Consulting: Public global advisory firm with practices in corporate finance, restructuring, economic consulting, and forensic/litigation. Directly comparable across Turnaround & Restructuring, Office of the CFO, and transaction advisory, and a top competitor for PE sponsor mandates in the middle market.
• BDO USA: Top-tier accounting and advisory firm with a dedicated Transaction Advisory practice serving middle-market PE sponsors and management teams. Directly comparable in TAS, valuations, and Office of the CFO, competing for many of the same lower middle-market diligence engagements.
• Huron Consulting Group: Public professional services firm providing performance improvement, turnaround, and financial advisory services to middle-market and large clients. Directly comparable in restructuring, performance improvement, and transaction advisory, and a known prior employer of Portage Point MDs.
• Kroll (formerly Duff & Phelps): Global independent provider of valuation, corporate finance, and restructuring services, with deep middle-market penetration. Directly comparable across Valuations, Transaction Advisory, and Turnaround & Restructuring.
• Stout: Global advisory firm specializing in valuation, transaction advisory, and disputes consulting for middle-market and PE clients. Directly comparable across Valuations, Transaction Advisory, and investment banking-adjacent mandates, and a natural competitor for the same middle-market sponsor relationships.
• PJT Partners: Public advisory-focused investment bank with leading restructuring and M&A practices. Directly comparable in investment banking and capital advisory for middle-market and large-cap clients, and a destination employer for bulge bracket MDs.
• Alvarez & Marsal: Global professional services firm specializing in performance improvement, turnaround, and restructuring advisory for distressed and underperforming companies. Directly comparable as both a turnaround/restructuring-led middle-market advisory competitor and a destination employer for the same Big 4 and bulge bracket talent pool.

Broad incumbents

• KPMG Strategy: Big 4 advisory arm offering strategy, deal advisory, performance improvement, and restructuring services to large and middle-market clients. Comparable as a broader incumbent competitor across multiple Portage Point practice areas and as the prior employer of several MDs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/portage-point-partners
• Instagraminstagram.com/portagepointpartners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Portage Point Partners