Advisory Services

Portico’s professionals support industry-leading clients across their entire lifecycle.

Strategic Sale

The Portico team consistently achieves premium results through expert positioning, transaction management, and differentiated buyer access.

“Portico is a rare advisor in a crowded industry. The team best articulated our business and strategic fit in its relevant markets, while accessing their well established network of senior executives at the key buyers worldwide. Portico delivered a rare combination of best-in-class execution and specialist expertise.

We selected Portico over several competitors, including two global Wall Street firms. In hindsight, we could not have chosen better.“

– Hugh Jones, former CEO of Accuity

Private Equity Investment

Portico Capital Advisors represents leading growth companies in private equity change-of-control transactions, achieving premium valuations and pairing companies with value-added financial sponsor partners.

“The Portico team clearly understood our business and the relevant market dynamics. That, coupled with a deep, private equity relationship network, meant Portico was able to give us valuable, actionable advice throughout. Financial Express couldn’t have picked a better advisor to support and guide us along our journey.“

– Michael Holland, Co-founder of Financial Express

Minority Capital Raise

Portico leverages private equity and venture capital relationships to deliver growth equity on attractive terms from value-added investors.

“We hired Portico to raise a critical B round of financing within months of our offices being destroyed on 9/11. Portico successfully secured the capital, which was required for us to accelerate growth. Ultimately, we were acquired by S&P Global at a significant premium two years later. And, ‘the rest is history’.“

– Randy Winn, Co-CEO of Capital IQ


When representing premier corporate buyers and private equity firms on buy-side assignments, Portico leverages its preeminent sector knowledge and network of industry contacts to support transactions.

“We engaged Portico to represent FP in the acquisition of CDK International (now Keyloop). The transaction, a cross-border corporate carveout, was complicated. Portico’s thoughtful insights, key relationships at the seller, and network of industry relationships provided us with remarkable transaction support.

Portico’s true value-add helped position us to prevail successfully.“

– Petri Oksanen, Partner at Francisco Partners