---
title: 'Director, Investment Banking at Portage Point Partners'
canonical: 'https://feeny.ai/job/director-investment-banking-portage-point-partners-gurgaon-mg0jwh6sfhq9'
type: 'job'
last_seen: '2026-09-12'
---

# Director, Investment Banking at Portage Point Partners

- **Company:** Portage Point Partners
- **Location:** Gurgaon, India
- **Work type:** hybrid
- **Posted:** 2026-01-26
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/portagepointpartners/afec8521-60e3-4074-a1ae-57d197ffe9c3

## 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 Director, Investment Banking (IB) role at Portage Point represents a unique opportunity to lead transaction execution, build firm integrated advisory capabilities and shape the continued growth of the Investment Banking platform within TPI. As the senior leader of the India-based Investment Banking team, this Director will oversee the execution of complex M&A transactions, capital raises, restructurings, liability management transactions, special situations and strategic advisory engagements while leveraging partnerships across practice lines to deliver comprehensive client solutions. This individual will partner closely with U.S.-based bankers and firm leadership to establish the India IB roadmap and firmwide commercial discipline and build a differentiated market position. Reporting to the Head of TPI, this Director will be responsible for transaction oversight, team leadership, talent development, process excellence and cross-functional collaboration. In addition to managing active engagements, this individual will play a critical role in recruiting, developing, mentoring and scaling the India Investment Banking team.

## Responsibilities

- Lead, develop and manage the India-based IB team, including Associates and Vice Presidents, fostering a culture of excellence, accountability, collaboration and continuous development
- Partner with senior team members across all practice lines to lead execution across multiple concurrent engagements including M&A, capital raise, restructuring, liability management and strategic advisory, while delivering integrated client solutions and supporting business development initiatives
- Oversee financial analyses, valuation work, transaction materials and client deliverables produced by TPI teams
- Provide leadership and quality control across all phases of transaction execution including diligence, marketing, investor outreach, management presentations and closing activities
- Advise clients and transaction teams on strategic alternatives, capital structure optimization, restructuring and special situations transactions
- Oversee execution of distressed M&A, liability management, recapitalization and restructuring engagements
- Advise teams on complex financial, valuation, accounting and transaction-related matters
- Develop and implement best practices, training programs and quality standards across the IB team
- Mentor and develop Associates and Vice Presidents while supporting recruiting and talent management initiatives
- Lead integration of AI and automation capabilities into the India IB platform, partnering with the Innovation and AI Solutions group to enhance team productivity, and establish best practices for technology-enabled delivery
- Assist with staffing, resource allocation and execution planning across active engagements
- Support business development efforts through market research, industry analysis, pitch development and relationship-building activities
- Support talent acquisition and firm development efforts
- Contribute to a high-performing, inclusive and values-driven culture

## Qualifications

- Bachelor’s degree from a top undergraduate program required
- Willing to relocate to or be primarily present in Gurgaon or Mumbai
- 11 plus years of experience at a top-tier investment bank serving U.S.-based clients and deal teams
- Demonstrated experience managing transaction execution teams and complex client engagements
- Expert-level financial modeling and valuation capabilities including DCF, LBO, merger modeling, trading and transaction comparables
- Experience overseeing M&A processes, restructuring, recapitalization, liability management and special situations engagements
- Strong leadership, coaching and talent development capabilities
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, collaborative team environments
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC

## About Portage Point Partners

## Company Overview
- **One-liner**: A middle market business advisory, interim management, investment banking, and turnaround & restructuring firm that provides integrated solutions across the business and investment lifecycle.
- **Entity Type**: Private (Backed by New Mountain Capital via a growth investment in October 2024)
- **Headquarters**: Chicago, Illinois, USA
- **Founded**: 2016
- **Founders**: Matthew Ray (CEO)

## Core Business
- Primary industry/industries: Business Consulting and Services, Investment Banking, Financial Advisory
- Target customers: Middle market companies, alternative investment managers, corporate clients, and other sophisticated market participants.
- Mission or purpose statement: The firm is "purpose built to deliver blue chip advisory and hands-on execution capabilities to middle market stakeholders" and "rapidly close knowledge gaps and provide actionable insights geared to maximize value at every stage of the business and investment lifecycle."

## Products & Services
For each major offering:
- **Transaction Advisory Services (TAS)**: Provides financial and operational due diligence for buy-side and sell-side transactions, leveraging Big 4 pedigrees without independence conflicts.
- **Valuations (VAL)**: Independent, data-driven valuations for illiquid assets, private companies, complex securities, and intellectual property across the investment lifecycle.
- **Transaction Execution Services (TES)**: Supports transaction execution, synergy identification, value creation initiatives, and integration/divestiture project management.
- **Office of the CFO (OCFO)**: Holistic finance and accounting solutions, including strategic finance, operational/technical accounting support, and controllership transformation.
- **Performance Improvement (PI)**: Operational turnaround and value capture strategies for middle market companies, combining strategy, operations, and implementation.
- **Interim Management (IM)**: Experienced leaders to stabilize, reposition, and grow companies facing transitions, complexity, or underperformance.
- **Investment Banking (IB)**: M&A advisory and capital raising with a focus on the middle market, including sector expertise in Technology, Healthcare, and Industrials.
- **Turnaround & Restructuring Services (TRS)**: Crisis management, operational transformations, and financial restructurings for companies facing urgent challenges.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Received a Private Equity growth investment from **New Mountain Capital** in October 2024 (amount not disclosed). Prior to that, was bootstrapped/private.
- **Notable Investors/Partners**: New Mountain Capital (lead investor in 2024). The firm also highlights deep partnerships with private equity sponsors and corporate clients.
- **Growth Signals**: Significant headcount growth (+38.3% YoY), expanding office footprint (Chicago, New York, Dallas, Houston, Los Angeles, Atlanta, Philadelphia), and a strong hiring pipeline as evidenced by 60+ open positions [linkedin.com/company/portage-point-partners].

## Competitive Advantages
- **Integrated Platform**: Unlike many boutique firms, Portage Point offers a fully integrated "cross-functional platform" combining advisory, interim management, and investment banking under one roof, allowing them to serve clients from "ideation to monetization." [portagepointpartners.com]
- **Blue Chip Pedigree**: The team is comprised of professionals with deep experience from Big 4 accounting firms, bulge bracket banks, elite consulting firms, and the private equity sector, specifically tailored to the needs of the middle market.
- **Founder-Led & Agile**: Founded in 2016, the firm has maintained an entrepreneurial, ownership-minded culture while scaling rapidly, allowing for quicker decision-making and a more hands-on approach than larger firms.
- **Culture of Excellence & Care**: The firm explicitly markets a "Culture of Excellence, Intensity, Pace, Impact & Care" and commitment to developing next-generation leaders through active mentorship. [portagepointpartners.com]

## Strategic Focus
- **Scale & Market Expansion**: Following the New Mountain Capital investment, a key focus is on scaling the platform across all service lines and expanding geographic and sector presence.
- **Talent Development**: Actively recruiting to build a "premier advisory, interim management and investment banking firm," with a strong emphasis on hiring and developing early-career talent (Associates) as well as senior leaders (Directors, Managing Directors) [jobs.lever.co/portagepointpartners].
- **Sector Specialization**: Investing in deep sector expertise, particularly in Healthcare, Industrials, and Technology, to differentiate in the middle market.
- **Lifecycle Coverage**: Continues to strengthen its holistic capabilities to provide a seamless client experience from idea execution through performance improvement and eventual monetization.

## Why Work Here
- **High-Impact Work**: Early and mid-level professionals gain unique exposure across multiple service lines (TAS, IB, TRS, OCFO, PI) and work directly on complex, high-stakes client situations.
- **Accelerated Development**: The firm promises direct mentorship from senior leaders (operators, investors, and bankers) and a performance-driven environment where "initiative is expected and advancement is earned through results." [portagepointpartners.com]
- **Entrepreneurial Culture**: Described as a high-performing, intense, and pace-driven environment where senior professionals operate with an "owner mindset" and have a clear earnings framework tied to performance.
- **Workplace & Locations**: Offices in major US hubs (Chicago, New York, Dallas, Los Angeles, Philadelphia, Atlanta). The firm is likely hybrid/office-first given its client-facing nature, with a strong on-the-ground presence.
- **Culture**: Firm emphasizes "Care" as a core value, alongside excellence and intensity, fostering a supportive environment for career growth.

## Sources
1. [portagepointpartners.com](https://portagepointpartners.com/)
2. [jobs.lever.co/portagepointpartners](https://jobs.lever.co/portagepointpartners)
3. [linkedin.com/company/portage-point-partners](https://www.linkedin.com/company/portage-point-partners)
4. [cbinsights.com](https://www.cbinsights.com/company/portage-point-partners)

## Other roles at Portage Point Partners

- [Director, Transaction Advisory Services // Federal Transaction Tax](https://feeny.ai/job/director-transaction-advisory-services-federal-transaction-tax-portage-point-h9067qj7kcxs) — Atlanta, GA / Boston, MA / Chicago, IL / Dallas, TX / Houston, TX / Los Angeles, CA / Nashville, TN / New York, NY / Palm Beach, FL / Philadelphia, PA
- [Director, Transaction Advisory Services // Financial Services](https://feeny.ai/job/director-transaction-advisory-services-financial-services-portage-point-345anqhkfj2k) — New York, NY
- [Director, Transaction Advisory Services // Healthcare & Life Sciences](https://feeny.ai/job/director-transaction-advisory-services-healthcare-life-sciences-portage-point-4hz01d6j3p2d) — New York, NY
- [Senior Associate, Valuations // Tangible Assets](https://feeny.ai/job/senior-associate-valuations-tangible-assets-portage-point-partners-gurgaon-75fjgcq3gd33) — Gurgaon, India
- [Associate, Data Analytics // Application Development](https://feeny.ai/job/associate-data-analytics-application-development-portage-point-partners-gurgaon-g6a1agz2twqa) — Gurgaon, India
- [Associate, Data Analytics // DevOps](https://feeny.ai/job/associate-data-analytics-devops-portage-point-partners-gurgaon-eke09cjkpahk) — Gurgaon, India
- [Senior Associate, Data Analytics](https://feeny.ai/job/senior-associate-data-analytics-portage-point-partners-gurgaon-rzade32c1r06) — Gurgaon, India
- [Vice President, Data Analytics](https://feeny.ai/job/vice-president-data-analytics-portage-point-partners-gurgaon-egz277aqn6ek) — Gurgaon, India
- [Vice President, Commercial Strategy // Pipeline](https://feeny.ai/job/vice-president-commercial-strategy-pipeline-portage-point-partners-gurgaon-r9swrf9b8wzh) — Gurgaon, India
- [Director, Commercial Strategy // Consumer Insights](https://feeny.ai/job/director-commercial-strategy-consumer-insights-portage-point-partners-gurgaon-7prfnemt5z1d) — Gurgaon, India