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…

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…

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…

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…

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…

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…

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 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…

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…

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…