Software Just Got More Expensive in California
Beginning January 1, 2027, California will significantly expand its sales and use tax base by taxing various digital products, including prewritten software transferred electronically and Software-as-a-Service (SaaS). California historically excluded electronically delivered software and SaaS from sales tax. Senate Bill…
Secured a Strategic Partner for S+S Industries’ Next Phase of Growth
S+S Industries is a vertically integrated provider of mission-critical power distribution components and value-added services. To capitalize on growing demand created by surging AI workloads, expanding hyperscaler capacity and rising power-density requirements, S+S sought a financial partner that could provide…
Portage Point Partners Named No. 880 on the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies
Portage Point, a blue chip advisory, interim management and investment banking firm focused on the middle market, today announced it has been ranked No. 880 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in…
Q2 2026 Credit Market Update
In this installment of the Portage Point Credit Market Update, the Capital Advisory team summarizes Q2 2026 market activity, benchmarks results against prior periods, comments on key credit market developments and offers insights into the outlook for the remainder of 2026. The…
Tosh Dhanalal Shares Consumer M&A Market Insights in Mergermarket
Originally published by Mergermarket Tosh Dhanalal, Managing Director and Head of Consumer Investment Banking at Portage Point Partners, was recently featured in Mergermarket’s latest analysis of the consumer M&A landscape. Tosh shared insights into how he is seeing a K-shaped…
Delivered Fairness Opinion to The Cynosure Group
The Portage Point Valuations team delivered a fairness opinion to Cynosure Partners (Cynosure), The Cynosure Group’s direct investments business, in connection with the closing of a single-asset continuation vehicle (Continuation Vehicle) for Savant Capital Holdings, LLC (Savant Wealth Management or…
Q2 2026 Credit Market Update
In this installment of the Portage Point Credit Market Update, the Capital Advisory team summarizes Q2 2026 market activity, benchmarks results against prior periods, comments on key credit market developments and offers insights into the outlook for the remainder of 2026. The…
Delivered Solvency Opinion to Leading Multi-Unit Fitness Center Operator and Franchisee
The Portage Point Valuations team delivered a solvency opinion to the Board of Directors of Pinnacle Service Brands (Pinnacle or the Company), a leading multi-unit franchisee and fitness center operator backed by Access Industries and Revelar Capital. Portage Point provided…
Evaluating Software Businesses in the Age of AI
Artificial intelligence (AI) agents are beginning to replicate, accelerate, and in some cases, replace core software functionality. As a result, the traditional software evaluation playbook is changing rapidly. The category that defined a generation of private equity (PE) returns is…
The Long Tail Trap
Stalled revenue, aging inventory and stretched cash conversion cycles strained consumer categories in the first half of 2026, pointing to an increasingly common issue – product assortments have grown beyond what businesses can profitably support. The past decade, especially the…
