---
title: 'Director, Transaction Advisory Services // Healthcare & Life Sciences at Portage Point Partners'
canonical: 'https://feeny.ai/job/director-transaction-advisory-services-healthcare-life-sciences-portage-point-4hz01d6j3p2d'
type: 'job'
last_seen: '2026-09-12'
---

# Director, Transaction Advisory Services // Healthcare & Life Sciences at Portage Point Partners

- **Company:** Portage Point Partners
- **Location:** New York, NY
- **Compensation:** $550k–$800k
- **Work type:** hybrid
- **Posted:** 2026-08-25
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/portagepointpartners/dab476d3-aec6-4d32-8d54-ebdd4378ab72

## Job description

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across 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 TAS team supports private equity sponsors, lenders and corporates with financial, tax and operational diligence across Mergers & Acquisitions (M&A) and corporate actions. Portage Point’s entrepreneurial model empowers TAS team members to lead early and often, delivering value across the deal continuum with speed and precision.

The Director, TAS // Healthcare & Life Sciences at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Director will serve private equity, direct lenders and corporate clients to increase value through thoughtful transaction diligence and structuring. The Director, Healthcare & Life Sciences will report directly to the TAS Practice Line Leader and manage a broad range of responsibilities across buy-side and sell-side transactions, including financial and business due diligence, as well as accounting and financial reporting. This person will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.

## Responsibilities

- Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health
- Lead multiple engagements and cultivate lasting client relationships through sector-focused, insight-driven execution
- Own the engagement lifecycle, including scoping and contracting, resource planning and staffing, budget development, WIP management, and timely billing and collections
- Execute buy-side and sell-side financial due diligence with a focus on healthcare-specific dynamics, such as revenue cycle, reimbursement models, physician alignment, regulatory and compliance considerations and payer mix
- Perform quality of earnings, working capital, net debt and cash flow analyses tailored to the unique drivers and risks of healthcare transactions
- Support clients through transaction negotiations, including purchase agreement review and working capital definition and negotiation
- Review healthcare-specific contracts and agreements (e.g., payer / provider contracts, joint ventures, management service agreements) to identify deal implications
- Draft clear and compelling diligence reports highlighting key findings, including normalized earnings, regulatory risks, operational benchmarks and post-close integration considerations
- Collaborate cross-functionally with PI, TRS and IB teams to deliver integrated solutions that address clinical, operational and financial challenges unique to healthcare organizations
- Lead proposal development and pitch delivery for healthcare & life sciences opportunities, including cross-sell into PI, TRS, VAL and IB
- Begin building a personal and institutional network of healthcare-focused private equity investors, strategic buyers and executives to drive recurring engagements and revenue growth
- Provide coaching and mentorship to junior team members, sharing healthcare sector acumen and transaction advisory best practices
- Lead or support internal trainings and best practice sharing
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture.

## Qualifications

- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- Active Certified Public Accountant (CPA) license required; CFA or healthcare-related certifications (e.g., HFMA CHFP) is a plus
- At least eight years of financial due diligence and transaction advisory experience, with a significant focus on healthcare and life sciences transactions (providers, payers, pharma, biotech, medtech or healthcare IT)
- Professional experience within a Big Four accounting or top-tier advisory firm leading healthcare-focused diligence engagements
- Understanding of US GAAP principles and healthcare-specific accounting considerations, including revenue recognition under ASC 606, value-based care arrangements and third-party payor dynamics
- Strong financial modeling and data visualization skills; familiarity with Tableau, Alteryx and healthcare data sources (CMS, HCRIS, etc.) preferred
- Proven ability to lead teams in high-pressure, client-facing environments and drive solution development for complex, regulated markets
- 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 environments

## 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)

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