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…
Tyler Rainey in Inc. Magazine | Why Time to Value Is the Most Important Metric for Measuring Customer Love – and How to Turbocharge it
Tyler Rainey, Director in the Performance Improvement practice, was recently featured in Inc. Magazine discussing the growing importance of time to value (TTV) as customer expectations for speed and immediate impact continue to rise. “TTV can be used to understand…
Unlocking Sustainable Value in End-to-End Direct Materials Management
How middle market companies can leverage volatility to create competitive advantage Direct material costs continue to rise, and middle market companies across industries are feeling the pressure. Ongoing uncertainty due to US tariff policy, the aftermath of COVID-19 and the…
Matthew Ray Discusses Rapid Firm Growth and the Future of Professional Services in Mergermarket
Originally published by Mergermarket | November 19, 2025 Portage Point Partners, a business advisory, interim management, and investment banking firm focused on the middle market, is evaluating M&A for the first time, said CEO and founder Matthew Ray. The Chicago-based…
Lance Carr Joins Portage Point Partners as Head of Valuations Practice
Portage Point Partners, a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, welcomes Lance Carr as Managing Director and Head of Valuations. Lance brings nearly two decades of experience in valuations,…
