PE Hub – Uncertainty Over Tariffs May Stall Dealmaking
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…
2024 Year-End Credit Market Update
2024 Recap & 2025 Outlook EXECUTIVE SUMMARY In our 1H 2024 credit market update, we highlighted the improvement in financing market conditions, with key themes including – Muted M&A activity, lack of exit opportunities, extended hold periods and mounting pressure…
Unlocking Value – How Effective Sales, Inventory and Operations Planning (SIOP) Can Boost Middle Market Company Performance
Why Middle Market Companies Need Effective SIOP SIOP is a dynamic, repeating, integrated business process that aligns sales forecasts with production plans, purchases and inventories to consistently and efficiently meet targeted financial goals. An effective SIOP capability can improve customer…
Accelerated Value Creation – Q&A with Performance Improvement Expert Ryan Senter
Why should I call you, a Performance Improvement (PI) advisor, despite already having a structured and well-resourced operations team Over the past 25 plus years, I have delivered actionable insights and strategies to clients of all sizes, resources and market…
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…
