Teams at Portage Point Partners

Leads federal transaction tax advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, transaction structuring, partnership tax analysis, financial and tax modeling, purchase agreement review, client-ready reporting, sell-side support, post-closing advisory, mentoring, training, and firm-building initiatives.

Lead state and local tax transaction advisory engagements for private equity, lender, and corporate clients. Responsibilities include tax due diligence, exposure analysis, reviewing transaction models and agreements, preparing client reports, supporting business development, mentoring staff, and contributing to training and firm-building initiatives. The role requires significant M&A tax experience, strong communication skills, and expertise in federal, state, and non-income tax matters.

The Director advises private equity sponsors, lenders, and corporate clients on financial services transactions. Responsibilities include buy-side and sell-side financial due diligence, quality of earnings analysis, valuation, credit risk and regulatory reviews, contract assessment, transaction reporting, client relationship management, business development, and practice development. The role specializes in insurance, wealth and asset management, banking, and capital markets M&A while collaborating with restructuring, performance improvement, and investment banking teams.