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…
Combined Six Regional Automotive Aftermarket Distributors into a Leading National Platform
SITUATION OVERVIEW MOC Products is a leading manufacturer, distributor and supplier of performance fluids and maintenance, repair and operations solutions for the automotive aftermarket. The Company previously operated as six distinct businesses – one manufacturer and five regional distributors. The…
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…
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…
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,…
Tyler Rainey in Inc. Magazine | Why Time to Value Is the Most Important Metric for Measuring Customer Love – and How to Turbocharge it
Tyler Rainey, Director in the Performance Improvement practice, was recently featured in Inc. Magazine discussing the growing importance of time to value (TTV) as customer expectations for speed and immediate impact continue to rise. “TTV can be used to understand…
Unlocking Sustainable Value in End-to-End Direct Materials Management
How middle market companies can leverage volatility to create competitive advantage Direct material costs continue to rise, and middle market companies across industries are feeling the pressure. Ongoing uncertainty due to US tariff policy, the aftermath of COVID-19 and the…
How Elastic Are Your Prices? The More You Know, the More Power You Have | Paresh Khatwani featured in Inc. Magazine
Paresh Khatwani, Director at Portage Point Partners, recently shared pricing strategy insights with Inc. Magazine. Paresh outlines several key considerations including customer segmentation, competition, differentiation, product mix, sales channels and cost structure. He also emphasizes that perceived product value should…
Portage Point Partners Adds Venkat Sreenivasan as Managing Director in Performance Improvement Practice
Portage Point Partners, a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, welcomes Venkat Sreenivasan as Managing Director in the Performance Improvement (PI) practice. Venkat delivers high-impact value creation programs spanning…
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…
