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…
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…
Pulling the Price Lever – When & How Middle Market Companies Should Approach Price Adjustments
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…
ION Analytics Influencers | Impact of Tariffs on Private Equity Companies
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…
Why Tax Services are Vital for Your Next Transaction – Q&A with Tax Services Expert Matt Friedman
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,…
