How Health & Wellness Trends Could Reinvigorate Consumer Mergers & Acquisitions (M&A)
The consumer M&A market is showing signs of cautious optimism in 2025. Strategic buyers and private equity (PE) firms are actively searching for investment opportunities, taking a disciplined approach during potential target evaluation. This optimism is underpinned by continued consumer…
Beyond Consolidation – Enabling Sustainable Value Creation in Dental Service Organizations
The US dental market is forecast to reach $200 billion by 2030, up from $148 billion in 2023,1 driven by expanding insurance coverage and rising patient volumes. Many independent dental practices are merging with dental service organizations (DSOs) backed by private…
Automotive News | The end of EV tax credits begs the question – What happened?
Todd Cassidy, Managing Director in the Investment Banking practice at Portage Point Partners, shared insights with Automotive News on the electric vehicle (EV) market impact of disappearing federal tax credits established by the Inflation Reduction Act (IRA). The article notes…
Beyond the Balance Sheet – An Operator Approach to Restructuring
Q&A with Olivier Blechner, Managing Director in the Turnaround & Restructuring Services (TRS) practice HOW DOES YOUR EXPERIENCE BUILDING A COMPANY INFORM YOUR APPROACH TO CLIENT WORK Most turnaround professionals only see companies when they are already broken. When I…
Calm Winds and Stormy Skies – Why Renewable Energy May Hit Turbulence in the Capital Markets
Following record growth and investment over the past decade, the energy transition investment thesis may be running out of steam. After peaking globally in 2024 at more than $2 trillion in capital,1 with the United States contributing approximately $300 billion to…
MarketWatch | Time is running out to use the EV tax credit. How to shop for an electric car right now without panic buying.
Todd Cassidy, Managing Director in the Investment Banking practice at Portage Point Partners, shared insights with MarketWatch on how electric vehicle (EV) tax credit deadlines are impacting automotive market activity. MarketWatch notes that with EV tax credits expiring September 30,…
Automotive Companies Face Pressures, but the Aftermarket is Primed for Growth
Unpacking the Trends Driving Automotive and Aftermarket Mergers & Acquisitions (M&A) M&A in the automotive industry is facing pressures from multiple angles. Most recently, the Trump Administration placed a 25% tariff on auto parts, on top of its already-active 25%…
2025 Mid-Year Credit Market Update
EXECUTIVE SUMMARY The Portage Point 2024 Year-End Credit Market Update highlighted the record setting finish for the leveraged loan market in 2024, near multi-year low credit spreads and indicated optimism for an increase in mergers and acquisitions (M&A) financing activity…
Mansion Global | Exciting EVs – and Upgrades – to Splurge on Before a Supercharged US Tax Credit Disappears
Managing Director in Investment Banking at Portage Point Partners, Todd Cassidy underscores the urgency facing electric vehicle (EV) buyers, noting that the current “stacking” of incentives – including an up-to-$7,500 federal tax credit and potential car-loan-interest deductions – expires on…
Consumer Sector in Flux – Insights on Tariffs, Inflation, Influencer Brands and the 2025 M&A Outlook
Q&A with Consumer Investment Banking Experts, Tosh Dhanalal and Peter Mangan WHAT IS KEEPING CONSUMER-FOCUSED PRIVATE EQUITY (PE) INVESTORS UP AT NIGHT Tariffs enacted by the Trump Administration in recent months have introduced material uncertainty for companies across the consumer…
