A Guide to Purchase Price Allocations for Middle Market Transactions
This is part two in our middle market transaction tax series. Read part one: A Guide to Personal Goodwill Tax Planning in Middle Market Transactions. In middle market transactions, purchase price allocations directly influence cash taxes and investor returns. For…
Neha Mishra Joins Portage Point Technology Investment Banking Practice
Portage Point Partners, a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, is pleased to announce that Neha Mishra has joined as Managing Director in the firm’s Technology Investment Banking practice. …
2025 Year-End Credit Market Update
In their latest report, the Portage Point Capital Advisory team details Q4 and full-year 2025 credit market activity, exploring how activity unfolded relative to early expectations, benchmarking results against recent years and offering key insights into the 2026 outlook. Key…
Portage Point advises LucidHealth on the sale of Radiology Regional to RadNet
Portage Point acted as exclusive financial advisor to LucidHealth on the sale of Radiology Regional, its Florida-based outpatient imaging centers, to RadNet. As the largest provider of outpatient diagnostic imaging services in the United States, RadNet was selected in collaboration…
Simplified Tax Models Obscure Risks and Liquidity in M&A Deals
Originally published by Bloomberg Tax | January 21, 2026 As mergers and acquisitions show signs of rebound in 2026, sponsors and management teams must not overlook the importance of tax as a key element of their transaction models. Transaction models shape…
A Guide to Personal Goodwill Tax Planning in Middle Market Transactions
Personal goodwill represents an often overlooked consideration in middle market transactions. Unlike larger enterprises with diversified ownership, middle market businesses are disproportionately held by individual owners whose personal relationships drive business value. This concentrated ownership structure creates a tax planning…
Adam Pollak Joins Portage Point Partners as Head of Advisory
Portage Point Partners is pleased to announce the appointment of Adam Pollak as Head of Advisory. Adam also joins the firm’s Executive Leadership Team. In this role, Adam will provide unified leadership across Transaction Advisory Services, Valuations, Transaction Execution Services,…
Portage Point Advises Luminar Technologies on Chapter 11 Proceedings and Court-supervised Sale Process
Portage Point Partners is serving as restructuring advisor to Luminar Technologies with Managing Director Robin Chiu acting as Chief Restructuring Officer in connection with the company’s Chapter 11 proceedings and court-supervised sale process. Portage Point is advising Luminar on liquidity…
Shifting Out of Neutral – Automotive Aftermarket M&A Activity Poised to Accelerate in 2026
Todd Cassidy engaged with aftermarket corporates, investors and advisory professionals at AAPEX[1] and SEMA[2] in Las Vegas in November. Several critical themes emerged Market leaders continue to demonstrate resilience through demand volatility, supply chain disruption and shifting consumer patterns Enthusiast…
Navigating Volatility in the Packaging Landscape
Middle Market Momentum and Strategic Imperatives for 2026 and Beyond 2025 was a challenging year for the packaging sector as market participants navigated a range of pressures influencing both operating performance and deal activity, including Persistent inflation affected labor, raw…
