Portage Point Partners

Title: Associate, Investment Banking Location: Gurgaon, Mumbai Type: Investment Banking Workplace: hybrid Category: Investment Banking (India) Job Description: 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. The Associate, Investment Banking (IB) role at Portage Point represents a unique opportunity to contribute to a broad range of middle-market transactions while gaining exposure to integrated capabilities across practice lines. As a key member of the IB team, this Associate will support the execution of mergers and acquisitions, capital advisory, restructurings, special situations and other strategic advisory engagements. This Associate will report to local IB leadership while working closely with U.S.-based banking teams. If you thrive in a high-performance culture and want to help build the future of a rapidly growing advisory platform, this is the right role for you. Responsibilities - Partner closely with senior team members across practice lines and U.S.-based deal teams to support domestic and cross-border M&A transaction, capital raise, recapitalization, restructuring and special situation engagement execution - Build and maintain complex financial models including DCF, LBO, merger, operating, valuation and restructuring models - Perform financial, operational, industry and competitive analyses to support transaction execution and business development initiatives - Prepare company valuations utilizing multiple methodologies including discounted cash flow, precedent transaction and public trading comparable analyses - Develop high-impact client deliverables including teasers, confidential information presentations, management presentations, buyer lists, process letters and board materials - Support restructuring and special situations engagement execution, including liability management transactions, distressed M&A processes, §363 sales and debtor-in-possession financing processes - Assist in the analysis of capital structures, debt agreements, liquidity positions and strategic alternatives - Support due diligence processes, virtual data room management and transaction coordination activities - Conduct investor, buyer and target research and assist in identifying prospective transaction counterparties - Partner with the Innovation and AI Solutions group to identify and leverage AI tools and automation opportunities that enhance efficiency and quality in transaction execution and financial analysis - Support business development efforts while maintaining strong relationships with existing clients - Share and manage best practices as well as lead internal trainings where required - Contribute to creating a high-performing and inclusive culture Qualifications - Bachelor’s degree from a top undergraduate program required - Willing to relocate to or be primarily present in Gurgaon or Mumbai - Three plus years of experience at a top-tier investment bank supporting U.S.-based clients and deal teams - Strong financial modeling skills and understanding of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables - Advanced proficiency in Microsoft Excel and PowerPoint - 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, deadline-driven environments

Title: Industry Vertical Leader, Commercial Strategy // Technology, Media & Telecommunications Location: Gurgaon Type: Commercial Strategy Workplace: hybrid Category: Commercial Enablement (India) Job Description: 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. The Commercial Strategy team is responsible for optimizing the firm’s go-to-market strategy, commercial operations and business development infrastructure. The team partners closely with firm leadership and practice leaders to drive revenue growth, enhance client engagement, improve pipeline visibility and strengthen decision-making through technology, data and process optimization. By leveraging platforms such as Intapp DealCloud and related business systems, the Commercial Strategy team delivers scalable solutions that improve collaboration, increase operational efficiency and support the firm’s continued expansion. The Industry Vertical Leader is a credentialed industry Subject Matter Expert (SME) responsible for the commercial agenda of the Technology, Media and Telecommunications (TMT) vertical within the firm’s Commercial Enablement (CE) function. Reporting to the Head of Commercial Enablement, this leader serves as the firm’s SME for the assigned sector and the source of the market insight that equips market-facing individuals, Practice Line Leaders (PLLs) and Account Teams with the content and context to drive origination in the TMT sector. This role owns the TMT vertical’s commercial point of view (POV) – the market updates, sector analysis and origination-focused thought leadership that position the firm with prospects and clients in the sector. The Vertical Leader works closely with PLLs, MDs, Account Teams and Marketing to translate sector insight into firm-facing content and external presence. Success is measured by the firm’s positioning in the TMT sector, the quality and timeliness of the vertical’s commercial intelligence, the strength of the vertical’s presence in firm marketing and external content and the degree to which market-facing individuals, MDs, PLLs and Account Teams treat the vertical as the firm’s authoritative source for sector insight. Responsibilities - Partner with senior team members across the firm to identify whitespace and cross-sell opportunities within the vertical and equip Account Teams and MDs with the context to pursue them - Own the commercial agenda for the TMT vertical, serving as the firm’s sector SME - Build and maintain the vertical’s commercial POV, including market updates, sector analysis and origination-focused thought leadership - Monitor industry trends, market signals and competitive dynamics specific to the TMT sector and translate them into actionable commercial direction - Produce the vertical’s recurring commercial content on a defined cadence, including market updates, sector POVs and quarterly outlooks - Support business development efforts and proposal creation with sector-specific positioning, insight and supporting analysis - Brief client-facing team members, PLLs and Account Teams ahead of priority meetings and pursuits with relevant sector context - Provide the expertise to maintain a credible external presence in the TMT sector by developing materials and content to be used for bylined content, conference participation and other public-facing channels - Partner with Marketing to align vertical content, campaigns and external presence with firm go-to-market strategy - Coordinate with peer Industry Vertical Leaders to maintain a consistent commercial POV format and cadence across the CE function - Partner with the VP, Account and VP, Pipeline to ensure sector insight is reflected in account plans and pursuit strategy - Share and manage best practices as well as lead internal trainings where required - Support talent acquisition and firm development efforts - Contribute to creating a high-performing and inclusive culture Qualifications - Bachelor's degree from a top undergraduate program required - Willing to relocate to or be primarily present in Gurgaon - 10 plus years in the TMT sector, in commercial strategy, business development, consulting, investment banking or an industry-facing advisory role - Recognized subject matter expertise in TMT, with a credible origination, investment banking or advisory track record in that sector - Demonstrated track record of producing credible, market-facing commercial content for an external audience - Experience operating within professional services, consulting, investment banking or private equity environments - High attention to detail, responsiveness and a process- and ownership-oriented mindset - Strong project management and prioritization skills, with the ability to manage multiple initiatives simultaneously in a fast-paced environment - Experience within the middle market private equity and advisory ecosystem, preferably serving U.S. clients - Familiarity with Intapp DealCloud, HubSpot or equivalent commercial platforms preferred - Experience producing thought leadership or market commentary published in industry-recognized channels preferred - Superior written and verbal communication, including executive-ready presentation and reporting, with the ability to influence stakeholder and work effectively across technical and non-technical teams - 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 #LI-Hybrid We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Title: Industry Vertical Leader, Commercial Strategy // Consumer Location: Gurgaon Type: Commercial Strategy Workplace: hybrid Category: Commercial Enablement (India) Job Description: 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. The Commercial Strategy team is responsible for optimizing the firm’s go-to-market strategy, commercial operations and business development infrastructure. The team partners closely with firm leadership and practice leaders to drive revenue growth, enhance client engagement, improve pipeline visibility and strengthen decision-making through technology, data and process optimization. By leveraging platforms such as Intapp DealCloud and related business systems, the Commercial Strategy team delivers scalable solutions that improve collaboration, increase operational efficiency and support the firm’s continued expansion. The Industry Vertical Leader is a credentialed industry Subject Matter Expert (SME) responsible for the commercial agenda of the Consumer vertical within the firm’s Commercial Enablement (CE) function. Reporting to the Head of Commercial Enablement, this leader serves as the firm’s SME for the assigned sector and the source of the market insight that equips market-facing individuals, Practice Line Leaders (PLLs) and Account Teams with the content and context to drive origination in the Consumer sector. This role owns the Consumer vertical’s commercial point of view (POV) – the market updates, sector analysis and origination-focused thought leadership that position the firm with prospects and clients in the sector. The Vertical Leader works closely with PLLs, MDs, Account Teams and Marketing to translate sector insight into firm-facing content and external presence. Success is measured by the firm’s positioning in the Consumer sector, the quality and timeliness of the vertical’s commercial intelligence, the strength of the vertical’s presence in firm marketing and external content and the degree to which market-facing individuals, MDs, PLLs and Account Teams treat the vertical as the firm’s authoritative source for sector insight. Responsibilities - Partner with senior team members across the firm to identify whitespace and cross-sell opportunities within the vertical and equip Account Teams and MDs with the context to pursue them - Own the commercial agenda for the Consumer vertical, serving as the firm’s sector SME - Build and maintain the vertical’s commercial POV, including market updates, sector analysis and origination-focused thought leadership - Monitor industry trends, market signals and competitive dynamics specific to the Consumer sector and translate them into actionable commercial direction - Produce the vertical’s recurring commercial content on a defined cadence, including market updates, sector POVs and quarterly outlooks - Support business development efforts and proposal creation with sector-specific positioning, insight and supporting analysis - Brief client-facing team members, PLLs and Account Teams ahead of priority meetings and pursuits with relevant sector context - Provide the expertise to maintain a credible external presence in the Consumer sector by developing materials and content to be used for bylined content, conference participation and other public-facing channels - Partner with Marketing to align vertical content, campaigns and external presence with firm go-to-market strategy - Coordinate with peer Industry Vertical Leaders to maintain a consistent commercial POV format and cadence across the CE function - Partner with the VP, Account and VP, Pipeline to ensure sector insight is reflected in account plans and pursuit strategy - Share and manage best practices as well as lead internal trainings where required - Support talent acquisition and firm development efforts - Contribute to creating a high-performing and inclusive culture Qualifications - - Bachelor's degree from a top undergraduate program required - Willing to relocate to or be primarily present in Gurgaon - 10 plus years in the Consumer sector, in commercial strategy, business development, consulting, investment banking or an industry-facing advisory role - Recognized subject matter expertise in Consumer, with a credible origination, investment banking or advisory track record in that sector - Demonstrated track record of producing credible, market-facing commercial content for an external audience - Experience operating within professional services, consulting, investment banking or private equity environments - High attention to detail, responsiveness and a process- and ownership-oriented mindset - Strong project management and prioritization skills, with the ability to manage multiple initiatives simultaneously in a fast-paced environment - Experience within the middle market private equity and advisory ecosystem, preferably serving U.S. clients - Familiarity with Intapp DealCloud, HubSpot or equivalent commercial platforms preferred - Experience producing thought leadership or market commentary published in industry-recognized channels preferred - Superior written and verbal communication, including executive-ready presentation and reporting, with the ability to influence stakeholder and work effectively across technical and non-technical teams - 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 #LI-Hybrid We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Title: Head of Commercial Enablement, Commercial Strategy Location: Gurgaon Type: Commercial Strategy Workplace: hybrid Category: Commercial Enablement (India) Job Description: Gurgaon India – Commercial Enablement (India) / Commercial Strategy / Hybrid 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. The Commercial Strategy team is responsible for optimizing the firm’s go-to-market strategy, commercial operations and business development infrastructure. The team partners closely with firm leadership and practice leaders to drive revenue growth, enhance client engagement, improve pipeline visibility and strengthen decision-making through technology, data and process optimization. By leveraging platforms such as Intapp DealCloud and related business systems, the Commercial Strategy team delivers scalable solutions that improve collaboration, increase operational efficiency and support the firm’s continued expansion. The Head of Commercial Enablement (CE) is a dual-mandate leader – a credentialed industry subject matter expert (SME) who also builds and runs the firm’s Commercial Enablement function. You will drive both firmwide CE strategy and operating model while owning the commercial agenda for your respective industry sector. Reporting to the Head of Commercial Strategy, this leader owns one of the firm’s industry verticals while directing the broader CE operating model that spans all verticals, the account and pipeline disciplines and Commercial Operations. As an SME, this leader carries the same sector mandate as the firm’s Industry Vertical Leaders – building the commercial point of view (POV) for an assigned industry, producing the market insight that drives origination, supporting business development efforts and proposal creation. As the function head, this leader sets the CE operating model, manages the Vertical Leaders and the Account and Pipeline Vice Presidents (VPs) and serves as the senior CE voice to the Managing Director (MD) and leadership team. Success is measured by the commercial output of the assigned vertical, the maturity and consistency of the CE operating model across all verticals and the degree to which key stakeholders rely on CE for industry expertise (content and context) and as the engine for origination and pipeline discipline. Responsibilities - Partner with senior team members and Account Teams to convert sector insight into qualified business opportunities - Own the CE operating model – structure, roles, service levels, and cross-functional interfaces – translating firm commercial priorities into a coherent agenda and sequencing function build-out, technology enablement, and team scaling" - Manage and develop the Industry Vertical Leaders and the Account and Pipeline VPs, setting performance standards and accountability mechanisms - Serve as the senior CE representative to executive leadership, Delivery Excellence, Marketing and Practice Line Leaders (PLLs) - Measure and report CE function performance, including vertical output, account and pipeline discipline and Commercial Operations service levels; surface risks and remediation plans to firm leadership - Own the commercial agenda for an assigned industry vertical, serving as the firm’s SME for that sector - Build and maintain the vertical’s commercial POV, including market updates, sector analysis and origination-focused thought leadership - Identify whitespace, market signals and cross-sell opportunities specific to the assigned industry and translate them into actionable commercial direction - Partner with Marketing to align vertical content and campaign targeting with go-to-market strategy - Coordinate with the Product Manager for Intapp DealCloud and the Director of Digital Marketing to ensure CE workflows are supported by reliable systems and data - Align with Delivery Excellence and Operations to ensure the CE model reinforces firmwide commercial discipline - Support business development efforts while maintaining strong relationships with existing clients - Share and manage best practices as well as lead internal trainings where required - Support talent acquisition and firm development efforts - Contribute to creating a high-performing and inclusive culture Qualifications - Bachelor's degree from a top undergraduate program required - Willing to relocate to or be primarily present in Gurgaon - 15 plus years in commercial strategy, business development, consulting or a related industry-facing discipline - Recognized subject matter expertise in a relevant industry vertical (Industrials, Business Services, TMT, Healthcare or Consumer), with a credible origination or advisory track record in that sector - Demonstrated experience building and leading teams, including managing senior individual contributors - Experience operating within professional services, consulting, investment banking or private equity environments - Strong project management and prioritization skills, with the ability to manage multiple initiatives simultaneously in a fast-paced environment - Experience within the middle market private equity and advisory ecosystem, preferably serving U.S. clients - Familiarity with Intapp DealCloud, HubSpot or equivalent commercial platforms preferred - Experience standing up a new function or operating model from inception preferred - Superior written and verbal communication and stakeholder management skills, including executive-ready presentation and reporting, with the ability to work effectively across technical and non-technical teams - 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 #LI-Hybrid We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Title: Industry Vertical Leader, Commercial Strategy // Industrials Location: Gurgaon Type: Commercial Strategy Workplace: hybrid Category: Commercial Enablement (India) Job Description: 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. The Commercial Strategy team is responsible for optimizing the firm’s go-to-market strategy, commercial operations and business development infrastructure. The team partners closely with firm leadership and practice leaders to drive revenue growth, enhance client engagement, improve pipeline visibility and strengthen decision-making through technology, data and process optimization. By leveraging platforms such as Intapp DealCloud and related business systems, the Commercial Strategy team delivers scalable solutions that improve collaboration, increase operational efficiency and support the firm’s continued expansion. The Industry Vertical Leader is a credentialed industry Subject Matter Expert (SME) responsible for the commercial agenda of the Industrials vertical within the firm’s Commercial Enablement (CE) function. Reporting to the Head of Commercial Enablement, this leader serves as the firm’s SME for the assigned sector and the source of the market insight that equips market-facing individuals, Practice Line Leaders (PLLs) and Account Teams with the content and context to drive origination in the Industrials sector. This role owns the Industrials vertical’s commercial point of view (POV) – the market updates, sector analysis and origination-focused thought leadership that position the firm with prospects and clients in the sector. The Vertical Leader works closely with PLLs, MDs, Account Teams and Marketing to translate sector insight into firm-facing content and external presence. Success is measured by the firm’s positioning in the Industrials sector, the quality and timeliness of the vertical’s commercial intelligence, the strength of the vertical’s presence in firm marketing and external content and the degree to which market-facing individuals, MDs, PLLs and Account Teams treat the vertical as the firm’s authoritative source for sector insight. Responsibilities - Partner with senior team members across the firm to identify whitespace and cross-sell opportunities within the vertical and equip Account Teams and MDs with the context to pursue them - Own the commercial agenda for the Industrials vertical, serving as the firm’s sector SME - Build and maintain the vertical’s commercial POV, including market updates, sector analysis and origination-focused thought leadership - Monitor industry trends, market signals and competitive dynamics specific to the Industrials sector and translate them into actionable commercial direction - Produce the vertical’s recurring commercial content on a defined cadence, including market updates, sector POVs and quarterly outlooks - Support business development efforts and proposal creation with sector-specific positioning, insight and supporting analysis - Brief client-facing team members, PLLs and Account Teams ahead of priority meetings and pursuits with relevant sector context - Provide the expertise to maintain a credible external presence in the Industrials sector by developing materials and content to be used for bylined content, conference participation and other public-facing channels - Partner with Marketing to align vertical content, campaigns and external presence with firm go-to-market strategy - Coordinate with peer Industry Vertical Leaders to maintain a consistent commercial POV format and cadence across the CE function - Partner with the VP, Account and VP, Pipeline to ensure sector insight is reflected in account plans and pursuit strategy - Share and manage best practices as well as lead internal trainings where required - Support talent acquisition and firm development efforts - Contribute to creating a high-performing and inclusive culture Qualifications - - Bachelor's degree from a top undergraduate program required - Willing to relocate to or be primarily present in Gurgaon - 10 plus years in the Industrials sector, in commercial strategy, business development, consulting, investment banking or an industry-facing advisory role - Recognized subject matter expertise in Industrials, with a credible origination, investment banking or advisory track record in that sector - Demonstrated track record of producing credible, market-facing commercial content for an external audience - Experience operating within professional services, consulting, investment banking or private equity environments - High attention to detail, responsiveness and a process- and ownership-oriented mindset - Strong project management and prioritization skills, with the ability to manage multiple initiatives simultaneously in a fast-paced environment - Experience within the middle market private equity and advisory ecosystem, preferably serving U.S. clients - Familiarity with Intapp DealCloud, HubSpot or equivalent commercial platforms preferred - Experience producing thought leadership or market commentary published in industry-recognized channels preferred - Superior written and verbal communication, including executive-ready presentation and reporting, with the ability to influence stakeholder and work effectively across technical and non-technical teams - 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