Portage Point Partners Announces Addition of Galya Appell to the Performance Improvement Practice
Portage Point Partners, a blue chip advisory, consulting, interim management and financial services firm focused on the middle market, welcomes Galya Appell as a Managing Director in the Performance Improvement Practice, based in the New York office. Galya brings more…
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…
Portage Point Partners advised Premier Electric on its sale to Kelso Industries, a portfolio company of Oxbow Equity Partners
ABOUT PREMIER ELECTRIC Founded by Robert Forbis, Premier Electric (the Company) is a leading full-service electrical contractor in the Southwest Florida region with a reputation for high-quality workmanship. Premier Electric offers electrical contracting services across ultra high-end residential, multifamily, condo,…
Portage Point Partners Bolsters Automotive & Aftermarket Expertise with Addition of Todd Cassidy
Todd Cassidy joins the Investment Banking Practice as Managing Director Portage Point Partners, LLC (Portage Point), a blue chip advisory, consulting, interim management and financial services firm focused on the middle market, welcomes Todd Cassidy to the Investment Banking team…
Portage Point Partners Ranks on Financial Times Americas’ Fastest-Growing Companies 2025
On April 1, 2025 the Financial Times (FT) released its sixth annual ranking of the fastest-growing companies in the Americas. Portage Point is pleased included on this list for the fourth consecutive year. View the full list on the Financial…
Portage Point Partners Expands Consumer, Food and Retail Expertise with Addition of Tosh Dhanalal as Managing Director and Head of Consumer Investment Banking
Portage Point, a blue chip advisory, consulting, interim management and financial services firm focused on the middle market, is pleased to announce the addition of Tosh Dhanalal as Managing Director and Head of Consumer Investment Banking. Based in the firm’s…
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,…
Pitchbook – Trump’s tariff play may derail PE exit recovery
Pitchbook takes a deeper look at the impact of tariffs on private equity (PE) exits and how some sectors may be hit harder than others. Karl Roberts, Managing Director at Portage Point, shares what he is hearing from PE on…
Key Considerations for Middle Market Businesses Navigating New Tariffs
Originally published February 3, 2025 Over the weekend President Donald Trump acted on his pre-office promise of imposing a wide range of tariffs on Mexico, Canada and China, collectively the largest imposition of tariffs by the US in more than…
PE Hub – Uncertainty Over Tariffs May Stall Dealmaking
Karl Roberts, recently shared insights with PE Hub about the impact of proposed tariffs on dealmaking. With uncertainty surrounding the breadth and severity of these tariffs, middle market private equity should pause and consider how these changes could affect their…
