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…
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…
The Evolving Role of the CFO – Building Strategic Value in a Challenging Market
Q&A with Office of the CFO (OCFO) Practice Lead Barclay Stanton What makes OCFO particularly important in the current business environment The Office of the CFO (OCFO) has never been more critical, especially in the middle market, where businesses are…
Why State and Local Tax Due Diligence is Essential for Software-as-a-Service Investments
Outlining common pitfalls and due diligence best practices Software-as-a-Service (SaaS) companies sit at the intersection of rapid growth and regulatory ambiguity, particularly when it comes to state and local tax (SALT) compliance. Their virtual-first business models often obscure traditional indicators…
Q&A With Automotive and Aftermarket Investment Banking Expert Todd Cassidy
Portage Point recently welcomed Todd Cassidy to lead the firm’s advisory services in the automotive and aftermarket sectors. Below, Todd dives deeper into his knowledge and experience and explores current trends affecting the automotive industry. What is the current state…
Leveraging Chapter 11 for Cost-Effective Middle Market Restructurings
Dispelling the perception that chapter 11 filings are prohibitively expensive in the middle market Many middle market sponsors and lenders with distressed portfolio companies see a chapter 11 process as lengthy and prohibitively expensive. As a result, these stakeholders…
American City Business Journals | Tax Bill Means Big Breaks, Risks for Middle Market Companies
On May 30, 2025 Matthew Friedman shared insights with American City Business Journals about the recently announced tax plan’s impact on middle market companies. The article notes provisions in the bill that would strengthen the tax advances of being a…
