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…

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…

 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…

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…

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,…

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, 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…