Roger A. Portaro, Jr

Principal & Advisor

Over 20 years of experience in Corporate Finance and Advisory Services, completing hundreds of transactions ranging from $5 million to $150 million.

  • Over 20 years of experience in Corporate Finance and Advisory Services, completing hundreds of transactions ranging from $5 million to $150 million.
  • Co-founder of a business lending marketplace focused on facilitating smaller transactions, typically under $10 million.
  • Former Senior Director and Product Head for Capital Solutions Partnerships at Bank of America Merrill Lynch, supporting lower middle market clients globally.