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…
Why Tax Services are Vital for Your Next Transaction – Q&A with Tax Services Expert Matt Friedman
The tax consequences of a transaction can be complex and misunderstood but should not be disregarded or deprioritized. In the below Q&A, Matt Friedman explains why engaging a seasoned tax advisor at any stage of an engagement increases shareholder value,…
Chris Nelms joins Portage Point in Conjunction with Opening Atlanta and Philadelphia Offices
Portage Point Partners, an elite boutique advisory, consulting, interim management and financial services firm, announced today the opening of two new markets, Philadelphia and Atlanta. This strategic expansion marks a significant milestone in the Portage Point journey and reinforces its commitment to…
Portage Point Launches Transaction Advisory Services Practice
Industry Veterans Travis Pittman and Sandy Ryan to Lead New Practice Portage Point Partners, a leading business advisory, interim management and financial services firm, today announced the launch of a Transaction Advisory Services (TAS) practice. The TAS practice will be led by…
