Portage Point Partners advises Loris AI on its sale to Contentsquare
Contentsquare enters definitive agreement to acquire Loris AI ABOUT LORIS Loris AI helps customer-obsessed brands turn everyday support conversations into better decisions. Proven on more than half a billion interactions, Loris’ proprietary artificial intelligence (AI) models uncover the reasons customers reach…
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…
Wag! Group Co. Announces Recapitalization Transaction with Retriever LLC
July 21, 2025 06:00 ET | Source – Wag! Group Co. Initiates Chapter 11 Proceeding via Pre-Packaged Plan of Reorganization Operations Across Business Segments to Continue Without Interruption During Chapter 11 Process and Beyond SAN FRANCISCO, July 21, 2025 (GLOBE…
Portage Point Partners Adds Robert Albergotti as Managing Director to Turnaround & Restructuring Services Practice
Portage Point Partners, a blue chip advisory, consulting, interim management and financial services firm focused on the middle market, is pleased to announce the addition of Robert Albergotti as Managing Director to the Turnaround & Restructuring Services (TRS) practice. Rob…
CFO Leadership | Big, Beautiful Tax Changes: Reaping the Benefits
Matthew Friedman shared insights with CFO Leadership on the tax implications of HR 1, otherwise known as the One Big Beautiful Bill. The article notes that that while the law will add $3.4 trillion in debt to the US balance…
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…
Don Agee Joins Portage Point Partners as Managing Director and Member of the Leadership Team
Portage Point Partners, a blue chip advisory, consulting, interim management and financial services firm focused on the middle market, is pleased to announce the addition of Don Agee as Managing Director and member of the leadership team. Don brings nearly…
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…
Two Professionals Receive Emerging Leader Awards by The M&A Advisor
The M&A Advisor announced Kevin Roman, Senior Director, and Lisa Lansio, Senior Director, as recipients of the 16th Annual Emerging Leaders Award. The M&A Advisor, a globally renowned organization known for recognizing and showcasing leading M&A, financing and turnaround professionals, established…
