Adam Waldman joined Portage Point Partners, a boutique advisory, consulting, interim management and financial services firm, as managing director of investment banking.
Waldman has more than 15 years of experience in corporate finance, spending more than 10 years at Moelis & Company. While at Moelis, Waldman advised on more than 50 transactions while working with companies and creditor groups on both in-court and out-of-court restructurings, recapitalizations, mergers and acquisitions and strategic transactions across a variety of industries.
“We are thrilled to welcome Adam to the investment banking team at Portage Point. When we launched the investment banking practice a year ago, we sought to bring marquis talent from world-class investment banks to Portage Point. With the addition of Adam, we continue to fulfill that mandate,” Jason Cohen, managing director and head of investment banking at Portage Point, said. “Additionally, Adam’s experience working with ad hoc and official creditor constituents is a logical extension to our thriving company focused practice.”
“Adding Adam to the team aligns to our core mission of delivering blue-chip skills and capabilities to our middle-market clients,” Matthew Ray, founder and managing partner at Portage Point, said. “And his extensive experience across restructuring and M&A further strengthens our investment banking practice.”
“I am incredibly excited to be joining Matt, Jason and the rest of the Portage Point team to continue building the investment banking platform. The ability to provide a wide breadth of strategic advisory services to both company and creditor clients positions us to bring the best advice and solutions to our clients,” Waldman said. “It is a tremendous and unique opportunity to join this growing team. I look forward to bringing these services to the firm’s middle-market client base.”
