Healthcare Services Provider Benefits from Data-driven Spend Analysis and Procurement Process Optimization
SITUATION OVERVIEW Following a complex merger, an ophthalmology physician practice management (PPM) platform lacked transparency across combined supplier spend, supplier overlap and purchasing controls. Disparate systems and inconsistent procurement process centralization constrained margins and obstructed working capital visibility. Company management engaged Portage Point to conduct a cost synergy assessment focused on disciplined, technology-enabled spend analysis to rapidly identify actionable savings and establish a scalable procurement and governance framework for the combined organization. PORTAGE POINT APPROACH Established a unified enterprise…
Chris Sweet Discusses AI-Driven Software Repricing in Leveraged Finance Markets with Octus
Primary Market Muted from Continued Buy-Side Caution; Issuers Restructure AI-Vulnerable Pipeline Deals” | Originally published by Octus on March 13, 2026 Chris Sweet, Managing Director and Head of Capital Advisory, recently discussed how AI-driven repricing, software sector risk and continued buy-side caution are shaping leveraged finance…
Neha Mishra Shares Software Exit Strategy Insights with Mergermarket
“Software shakeout delays exits for some, opens buying window for others” | Originally published by Mergermarket (March 10, 2026) Neha Mishra, Managing Director in Portage Point’s Technology Investment Banking practice, recently discussed how AI-driven disruption and shifting valuation dynamics are…
Plastics and Packaging Manufacturer Completes a Sale and Equity Exchange to Strengthen Capital Structure
SITUATION OVERVIEW A plastics and packaging manufacturer serving healthcare, consumer and industrial end markets experienced sustained margin pressure and underperformance amid broader macroeconomic headwinds. Cash flow constraints reduced covenant flexibility and increased pressure across the capital structure. Despite a $60…
Pet Services Provider Benefits from Integrated Approach to Chapter 11 Reorganization
SITUATION OVERVIEW Wag! Labs, a leading on-demand dog walking and pet services provider, was facing mounting net operating losses and revenue decline during the COVID-19 pandemic, presenting a need to restructure the business and its balance sheet. After a nearly…
Portage Point Partners Announces Art Djavairian as Head of Performance Improvement
Portage Point Partners welcomes Art Djavairian as Managing Director and Head of Performance Improvement. Art has more than fifteen years of experience designing and delivering large-scale value creation programs in business lifecycle and transaction-driven situations, creating more than $10 billion…
A Guide to Purchase Price Allocations for Middle Market Transactions
This is part two in our middle market transaction tax series. Read part one: A Guide to Personal Goodwill Tax Planning in Middle Market Transactions. In middle market transactions, purchase price allocations directly influence cash taxes and investor returns. For…
Neha Mishra Joins Portage Point Technology Investment Banking Practice
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 that Neha Mishra has joined as Managing Director in the firm’s Technology Investment Banking practice. …
2025 Year-End Credit Market Update
In their latest report, the Portage Point Capital Advisory team details Q4 and full-year 2025 credit market activity, exploring how activity unfolded relative to early expectations, benchmarking results against recent years and offering key insights into the 2026 outlook. Key…
Portage Point advises LucidHealth on the sale of Radiology Regional to RadNet
Portage Point acted as exclusive financial advisor to LucidHealth on the sale of Radiology Regional, its Florida-based outpatient imaging centers, to RadNet. As the largest provider of outpatient diagnostic imaging services in the United States, RadNet was selected in collaboration…
