After decades of offshoring and capital erosion, US industrial investment is entering a new cycle. Capital is flowing back into manufacturing, materials, infrastructure, heavy industry and technology, driven by reshoring, policy support and supply chain realignment. For investors, this shift…

In this installment of the Portage Point Credit Market Update, the Capital Advisory team summarizes Q1 2026 market activity, benchmarks results against prior periods, comments on key credit market developments and offers insights into the outlook for the remainder of…

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…

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…

 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…

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…

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…

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…

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…

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…