Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.
The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.
Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.
Responsibilities
- Lead and execute FDD engagements including Quality of Earnings (QoE), working capital analysis, revenue / EBITDA analysis and cash flow reviews
- Manage carve-outs, synergy assessments and integration reviews
- Deliver high-quality work products aligned with U.S. standards
- Work directly with senior U.S. deal teams on high-impact transactions
- Act as primary contact for US-based engagement teams and clients
- Present findings to senior stakeholders effectively
- Contribute to building Triple P India presence, frameworks and best practices
- Collaborate with U.S. engagement teams and participate in client discussions when required
- Work on multiple engagements simultaneously while maintaining high quality and responsiveness
- Provide guidance and mentorship to analysts and junior team members
- Contribute to developing best practices, knowledge sharing and India team processes
- Support business development efforts including research, pitch materials and thought leadership
- Contribute to creating a high-performing and inclusive culture
Qualifications
- Bachelor’s degree from a top undergraduate program required; CA, CPA, CFA, MBA (Finance) or equivalent professional qualification preferred
- Six to eight years of experience in Financial Due Diligence / Transaction Advisory
- Willing to relocate to or be primarily present in Gurgaon
- Strong exposure to U.S. transactions, private equity clients and U.S. GAAP
- Sector‑agnostic experience across SaaS, healthcare, consumer, industrials or financial services
- Ability to lead teams and deliver under tight timelines
- Strong financial modelling and analytical skills
- 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 environment
Skills Required
- 6-8 years of experience in Financial Due Diligence / Transaction Advisory
- Strong exposure to US transactions, private equity clients and US GAAP
- Ability to lead teams and deliver under tight timelines
- Strong financial modeling and analytical skills
- Excellent communication skills with US stakeholders
- Proven experience in high-pressure, client-facing environments
- CA, CPA, CFA, MBA (Finance) or equivalent professional qualification
- Sector-agnostic experience across SaaS, healthcare, consumer, industrials or financial services
- Entrepreneurial mindset and ability to operate in a scaling environment
- Ability to drive insights beyond the numbers
What We Do
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
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