Pulling the Price Lever – When & How Middle Market Companies Should Approach Price Adjustments
Inflation concerns are looming large over the economy and the Trump administration has started to roll out its long-promised tariffs. These developments once more raise the question of who will bear increased costs. Many middle market companies will likely consider…
ION Analytics Influencers | Impact of Tariffs on Private Equity Companies
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…
Why Tax Services are Vital for Your Next Transaction – Q&A with Tax Services Expert Matt Friedman
The tax consequences of a transaction can be complex and misunderstood but should not be disregarded or deprioritized. In the below Q&A, Matt Friedman explains why engaging a seasoned tax advisor at any stage of an engagement increases shareholder value,…
Pitchbook – Trump’s tariff play may derail PE exit recovery
Pitchbook takes a deeper look at the impact of tariffs on private equity (PE) exits and how some sectors may be hit harder than others. Karl Roberts, Managing Director at Portage Point, shares what he is hearing from PE on…
Key Considerations for Middle Market Businesses Navigating New Tariffs
Originally published February 3, 2025 Over the weekend President Donald Trump acted on his pre-office promise of imposing a wide range of tariffs on Mexico, Canada and China, collectively the largest imposition of tariffs by the US in more than…
PE Hub – Uncertainty Over Tariffs May Stall Dealmaking
Karl Roberts, recently shared insights with PE Hub about the impact of proposed tariffs on dealmaking. With uncertainty surrounding the breadth and severity of these tariffs, middle market private equity should pause and consider how these changes could affect their…
2024 Year-End Credit Market Update
2024 Recap & 2025 Outlook EXECUTIVE SUMMARY In our 1H 2024 credit market update, we highlighted the improvement in financing market conditions, with key themes including – Muted M&A activity, lack of exit opportunities, extended hold periods and mounting pressure…
Unlocking Value – How Effective Sales, Inventory and Operations Planning (SIOP) Can Boost Middle Market Company Performance
Why Middle Market Companies Need Effective SIOP SIOP is a dynamic, repeating, integrated business process that aligns sales forecasts with production plans, purchases and inventories to consistently and efficiently meet targeted financial goals. An effective SIOP capability can improve customer…
Accelerated Value Creation – Q&A with Performance Improvement Expert Ryan Senter
Why should I call you, a Performance Improvement (PI) advisor, despite already having a structured and well-resourced operations team Over the past 25 plus years, I have delivered actionable insights and strategies to clients of all sizes, resources and market…
