Insights
WEBINAR – How to Harness Data and Achieve Operational Excellence
A discussion of key steps to drive insights and growth On Thursday, November 21, 2024, Portage Point Partners hosted the below webinar exploring data methodologies to drive business efficiency, transparency and value creation. Attendees gained a comprehensive understanding of their…
Notice of Appearance
Originally published November 13, 2024 | © 2024 Petition LLC Portage Point Partners Managing Directors Jason Cohen, Head of Investment Banking, and Tom Studebaker, Head of Turnaround & Restructuring Services, share thoughts about the effects of rate cuts on the…
Driving Successful Value Creation Through Carveouts
Importance of Carveouts in the Market Today Heavy competition for healthy company deals and increasing challenges in managing “hairy” deal risk, are making it progressively harder to find value in the current deal environment. Despite these headwinds, Portage Point Partners…
Q&A with Industrials Investment Banking Expert, Chris Weil
What are you most looking forward to in your role at Portage Point I am excited to contribute to a platform that drives tangible value creation across the full business and investment lifecycle. The unique Portage Point advisory model allows…
Q&A with Performance Improvement Expert, Karl Roberts
Why is this a unique time for Performance Improvement and what is the one thing a new PE portfolio company CEO should know The past five years have been a particularly dynamic time, given demand and supply chain disruptions related…
2024 Mid-Year Credit Market Update
IMPROVING FINANCING MARKET CONDITIONS In the first half of 2024, there has been a dramatic improvement in financing market conditions. Credit spreads have tightened to multi-year lows1 and lenders across the private credit and broadly syndicated loan (BSL) markets are…
Q&A with Technology Investment Banking Expert, Matthew Fan
Portage Point Partners recently welcomed Matthew Fan to lead the firm’s Technology Investment Banking team. Below, he shares deeper insight into his expertise and explores trends in the industry. What excites you about leading Technology INVESTMENT BANKING at Portage…
Q&A with Lean Expert John McKinnis
John McKinnis recently joined Portage Point Partners as Managing Director in the firm’s Performance Improvement Practice. He brings a wealth of experience and knowledge to the Portage Point team and clients across the business and investment lifecycle. In the following…
Three Major Risks for Pursuing Middle Market Consolidation Strategies in the Current Deal Environment
Private Equity (PE) firms understand the value of a well-engineered consolidation or roll-up strategy to generate synergies and rapidly drive higher investment returns. However, increasing competition for deals and relatively high interest rates are disrupting the current acquisition environment, raising…