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…
Simplified Tax Models Obscure Risks and Liquidity in M&A Deals
Originally published by Bloomberg Tax | January 21, 2026 As mergers and acquisitions show signs of rebound in 2026, sponsors and management teams must not overlook the importance of tax as a key element of their transaction models. Transaction models shape…
A Guide to Personal Goodwill Tax Planning in Middle Market Transactions
Personal goodwill represents an often overlooked consideration in middle market transactions. Unlike larger enterprises with diversified ownership, middle market businesses are disproportionately held by individual owners whose personal relationships drive business value. This concentrated ownership structure creates a tax planning…
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,…
Q&A with Acquisition and Operational Improvement Expert Michael Watt
Portage Point Partners recently welcomed Michael Watt as Managing Director in the Transaction Advisory Services Practice. Below, Michael shares some of his background and experience and explores his perspective on the current mergers and acquisitions (M&A) market. TELL US ABOUT…
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…
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…
CFO Leadership | Big, Beautiful Tax Changes: Reaping the Benefits
Matthew Friedman shared insights with CFO Leadership on the tax implications of HR 1, otherwise known as the One Big Beautiful Bill. The article notes that that while the law will add $3.4 trillion in debt to the US balance…
Why State and Local Tax Due Diligence is Essential for Software-as-a-Service Investments
Outlining common pitfalls and due diligence best practices Software-as-a-Service (SaaS) companies sit at the intersection of rapid growth and regulatory ambiguity, particularly when it comes to state and local tax (SALT) compliance. Their virtual-first business models often obscure traditional indicators…
American City Business Journals | Tax Bill Means Big Breaks, Risks for Middle Market Companies
On May 30, 2025 Matthew Friedman shared insights with American City Business Journals about the recently announced tax plan’s impact on middle market companies. The article notes provisions in the bill that would strengthen the tax advances of being a…
