Portage Point Partners Enhances Performance Improvement Practice with Addition of Gary Pivovarnik as Managing Director
Portage Point Partners, LLC (Portage Point), a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, welcomes Gary Pivovarnik as Managing Director to the Performance Improvement (PI) practice based in the Philadelphia…
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…
Pulling the Price Lever – When & How Middle Market Companies Should Approach Price Adjustments
Inflation concerns are looming large over the economy and the Trump administration has started to roll out its long-promised tariffs. These developments once more raise the question of who will bear increased costs. Many middle market companies will likely consider…
ION Analytics Influencers | Impact of Tariffs on Private Equity Companies
On March 18, 2025, Karl Roberts, Managing Director in the Performance Improvement Practice at Portage Point Partners, met with Giovanni Amodeo, Mergermarket’s Chief Influencer Officer, to discuss the impact of tariffs on private equity companies. Watch Karl and Giovanni explore…
Unlocking Value – How Effective Sales, Inventory and Operations Planning (SIOP) Can Boost Middle Market Company Performance
Why Middle Market Companies Need Effective SIOP SIOP is a dynamic, repeating, integrated business process that aligns sales forecasts with production plans, purchases and inventories to consistently and efficiently meet targeted financial goals. An effective SIOP capability can improve customer…
Driving Successful Value Creation Through Carveouts
Importance of Carveouts in the Market Today Heavy competition for healthy company deals and increasing challenges in managing “hairy” deal risk, are making it progressively harder to find value in the current deal environment. Despite these headwinds, Portage Point Partners…
Q&A with Performance Improvement Expert, Karl Roberts
Why is this a unique time for Performance Improvement and what is the one thing a new PE portfolio company CEO should know The past five years have been a particularly dynamic time, given demand and supply chain disruptions related…
Q&A with Lean Expert John McKinnis
John McKinnis recently joined Portage Point Partners as Managing Director in the firm’s Performance Improvement Practice. He brings a wealth of experience and knowledge to the Portage Point team and clients across the business and investment lifecycle. In the following…
Three Major Risks for Pursuing Middle Market Consolidation Strategies in the Current Deal Environment
Private Equity (PE) firms understand the value of a well-engineered consolidation or roll-up strategy to generate synergies and rapidly drive higher investment returns. However, increasing competition for deals and relatively high interest rates are disrupting the current acquisition environment, raising…
