Accelerated Value Creation and Multinational Expansion Readiness for PE-Backed Professional Services Firm
SITUATION OVERVIEW 100-year-old professional services firm, Grant Thornton Advisors LLC (Grant Thornton), historically operated as a traditional partnership-based firm. Following a growth investment led by New Mountain Capital, Grant Thornton began building a more scalable operating foundation to support ambitious…
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…
Adam Pollak Joins Portage Point Partners as Head of Advisory
Portage Point Partners is pleased to announce the appointment of Adam Pollak as Head of Advisory. Adam also joins the firm’s Executive Leadership Team. In this role, Adam will provide unified leadership across Transaction Advisory Services, Valuations, Transaction Execution Services,…
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 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…
