March 2025 | Insights

ION Analytics Influencers | Impact of Tariffs on Private Equity Companies

Contributor

On March 18, 2025, Karl Roberts, Managing Director in the Performance Improvement Practice at Portage Point Partners, met with Giovanni Amodeo, Mergermarket’s Chief Influencer Officer, to discuss the impact of tariffs on private equity companies.

Watch Karl and Giovanni explore the wide-ranging impact of tariffs on private equity and portfolio companies. Through examples and strategic insights, Karl explains how the current wave of broad-based tariffs—targeting major trading partners like Canada, Mexico and China—has introduced significant uncertainty into investment strategies, supply chains and financial forecasting. Karl also uncovers how firms are approaching scenario planning, performance improvement and value creation strategies, while weighing the risks and opportunities in this uncertain landscape.

Contact Portage Point Partners today to learn how your company should be thinking about and preparing for the potential impact of tariffs.

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