2026 Budget Excellence – How Middle Market CFOs Can Drive the Financial Narrative and Achieve Results
REALITY FOR MIDDLE MARKET CFOs The current macroeconomic and financial environment is reshaping how middle market CFOs plan and operate. Inflation uncertainty, supply chain disruptions, elevated cost structures, tight capital markets and increasing transparency demands from sponsors and lenders are…
Portage Point Partners Bolsters Transaction Advisory Services Practice with Addition of Steven Wlodychak
Portage Point Partners, a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, welcomes Steven Wlodychak as Managing Director to the Transaction Advisory Services (TAS) practice. Steve brings deep SALT expertise across…
Portage Point Partners Appoints Tom Wooton as Managing Director Expanding Office of the CFO Practice
Portage Point Partners, a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, welcomes Tom Wooton as Managing Director to the Office of the CFO (OCFO) practice. Tom has more than two…
How Health & Wellness Trends Could Reinvigorate Consumer Mergers & Acquisitions (M&A)
The consumer M&A market is showing signs of cautious optimism in 2025. Strategic buyers and private equity (PE) firms are actively searching for investment opportunities, taking a disciplined approach during potential target evaluation. This optimism is underpinned by continued consumer…
Beyond Consolidation – Enabling Sustainable Value Creation in Dental Service Organizations
The US dental market is forecast to reach $200 billion by 2030, up from $148 billion in 2023,1 driven by expanding insurance coverage and rising patient volumes. Many independent dental practices are merging with dental service organizations (DSOs) backed by private…
Automotive News | The end of EV tax credits begs the question – What happened?
Todd Cassidy, Managing Director in the Investment Banking practice at Portage Point Partners, shared insights with Automotive News on the electric vehicle (EV) market impact of disappearing federal tax credits established by the Inflation Reduction Act (IRA). The article notes…
Portage Point Partners Recognized as Winner at the Turnaround Atlas Awards
September 23, 2025 Portage Point Partners is proud to announce that the firm has been recognized with multiple honors at the prestigious Turnaround Atlas Awards, celebrating excellence in the global restructuring, special situations and M&A communities. Portage Point was named…
Tom Studebaker and Jason Cohen Recognized by the Global M&A Network
September 23, 2025 Portage Point Partners is pleased to announce that the M&A Network has recognized two professionals among its 2025 industry leaders. Jason Cohen has been named to the Top 25: Financial Advisors list and Tom Studebaker has been…
Beyond the Balance Sheet – An Operator Approach to Restructuring
Q&A with Olivier Blechner, Managing Director in the Turnaround & Restructuring Services (TRS) practice HOW DOES YOUR EXPERIENCE BUILDING A COMPANY INFORM YOUR APPROACH TO CLIENT WORK Most turnaround professionals only see companies when they are already broken. When I…
Michael Watt Joins Portage Point Partners as Managing Director in Transaction Advisory Services
Portage Point Partners, a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, is pleased to announce the addition of Michael Watt as Managing Director to the Transaction Advisory Services (TAS) practice…
