Accelerated Value Creation and Multinational Expansion Readiness for
PE-Backed Professional Services Firm
SITUATION OVERVIEW 100-year-old professional services firm, Grant Thornton Advisors LLC (Grant Thornton), historically operated as a traditional partnership-based firm. Following a growth investment led by New Mountain Capital, Grant Thornton began building a more scalable operating foundation to support ambitious…
Combined Six Regional Automotive Aftermarket Distributors into a Leading National Platform
SITUATION OVERVIEW MOC Products is a leading manufacturer, distributor and supplier of performance fluids and maintenance, repair and operations solutions for the automotive aftermarket. The Company previously operated as six distinct businesses – one manufacturer and five regional distributors. The…
Executed a Value Maximizing Sale Process for a Public Biotechnology Company
SITUATION OVERVIEW Omega Therapeutics, a public biotechnology company focused on developing programmable epigenomic mRNA medicines, operated in a capital-intensive sector requiring sustained investment in research and clinical development. Due to significant research and development (R&D) costs, the Company faced increasing…
Healthcare Services Provider Benefits from Data-driven Spend Analysis and Procurement Process Optimization
SITUATION OVERVIEW Following a complex merger, an ophthalmology physician practice management (PPM) platform lacked transparency across combined supplier spend, supplier overlap and purchasing controls. Disparate systems and inconsistent procurement process centralization constrained margins and obstructed working capital visibility. Company management engaged Portage Point to conduct a cost synergy assessment focused on disciplined, technology-enabled spend analysis to rapidly identify actionable savings and establish a scalable procurement and governance framework for the combined organization. PORTAGE POINT APPROACH Established a unified enterprise…
Plastics and Packaging Manufacturer Completes a Sale and Equity Exchange to Strengthen Capital Structure
SITUATION OVERVIEW A plastics and packaging manufacturer serving healthcare, consumer and industrial end markets experienced sustained margin pressure and underperformance amid broader macroeconomic headwinds. Cash flow constraints reduced covenant flexibility and increased pressure across the capital structure. Despite a $60…
Pet Services Provider Benefits from Integrated Approach to Chapter 11 Reorganization
SITUATION OVERVIEW Wag! Labs, a leading on-demand dog walking and pet services provider, was facing mounting net operating losses and revenue decline during the COVID-19 pandemic, presenting a need to restructure the business and its balance sheet. After a nearly…
