Portage Point Partners

We are pleased to share that Portage Point Partners served as exclusive placement agent to a Centre Lane Partners, LLC portfolio company on its $75 million financing – https://lnkd.in/eAMZu_ui   This transaction underscores the expertise of the Portage Point Investment Banking team in navigating complex situations and delivering optimal outcomes to clients across the middle market. Learn more about the Investment Banking practice – https://lnkd.in/gzSpD2M4 Connect with the deal team - Chris Sweet, John Stine, Akhil Reddy Gandra #SpeedToImpact

#ElectricVehicle tax credits expire September 30, driving a surge in EV sales as consumers rush to capture incentives worth up to $7,500. July sales jumped over 20% month-over-month as buyers combine federal tax breaks with record manufacturer discounts.   Todd Cassidy, Managing Director at Portage Point Partners, spoke to MarketWatch about the automotive sector transition and the broader policy shifts reshaping consumer behavior and manufacturer strategies as government incentives drive market dynamics. Read the article – https://lnkd.in/egHHjVHz #SpeedToInsight

#DataAnalytics and #ArtificialIntelligence are reshaping finance functions and redefining the CFO role to own both stewardship and strategy around financial and operational metrics. While #AI is revolutionizing workflows, data remains the fundamental input to implement process improvements and unlock deeper insights to inform strategic decision making – and organizations that build strong, data-driven finance foundations will create meaningful value. In this Q&A, Barclay Stanton shares insights into the evolving role of the CFO and how Portage Point Partners is helping middle market companies navigate this transition – https://lnkd.in/e8fGetBr #SpeedToInsight

We are pleased to share that Portage Point Partners is serving as restructuring advisor in five recent and notable Chapter 11 cases – Merit Street Media, Linqto, Maverick Gaming, Wag! Group Co. and Avant Gardner. These engagements underscore our team’s ability to provide transformative solutions in complex, high-stakes environments. Portage Point is providing restructuring advisory services to all five clients and investment banking services to Merit Street Media and Avant Gardner. https://lnkd.in/g5KYR4UP   Learn more about the Portage Point cross-functional differentiator – https://lnkd.in/g_mve9cr

Middle market #SaaS businesses often trigger multistate tax obligations through remote employees, digital sales and complex billing models – yet founders often underestimate exposure scope, and clean SaaS targets can quickly become deal-altering surprises without proper SALT due diligence frameworks. Common blind spots that can erode transaction value include ▪ Revenue mischaracterization leading to unrecorded sales tax liabilities ▪ Economic nexus triggering filing obligations across jurisdictions ▪ Employee misclassification generating payroll tax exposure In a recent article from Portage Point Partners, Matthew Friedman and Edwin B. identify critical SaaS business SALT challenges and deliver actionable strategies for middle market investors to mitigate risks and ensure post-close readiness. Read the full article – https://lnkd.in/dE4JPZ4u #SpeedToInsight

Tariff uncertainty, supply chain disruptions and stalled electric vehicle adoption may have dampened M&A activity across the #automotive industry. However, dealmaking opportunities are emerging in automotive #aftermarket. In the latest insight https://lnkd.in/eUx8DGqP from Portage Point Partners, Managing Director, Todd Cassidy, explores how suppliers, automotive companies and other key players across automotive and aftermarket sectors can optimize internal operations and make strategic, well-timed investments to position themselves for success amidst significant economic headwinds. #SpeedToInsight

We are excited to share that Portage Point Partners has ranked No. 1,834 on the 2025 #Inc5000. This marks the fifth consecutive year that Portage Point has been recognized on the list of the fastest-growing private companies in America. Learn more – https://lnkd.in/edFnXeju #SpeedToExcellence

On the heels of a record setting year for overall new issue market activity, leveraged loan markets began the year with record-breaking activity in January. However, volatility increased in subsequent months and ultimately peaked in April. Portage Point Partners Mid-Year Credit Market Update indicates that despite this early volatility, credit markets are quickly rebounding going into the second half of 2025. Read the full report – https://lnkd.in/gmRH2ecy #SpeedToInsight #CapitalAdvisory

The #consumer sector is changing rapidly – and investors are watching closely. In our latest Q&A https://lnkd.in/e24Y9p56, Tosh Dhanalal and Peter Mangan explore how economic uncertainty is shaping #PrivateEquity investment and M&A strategy across the consumer landscape.    Learn more about the dynamics to watch, including tariff pressures, inflation’s impact on demand and influencer-led brand nuances – https://lnkd.in/e24Y9p56   #SpeedToInsight

Portage Point Partners is pleased to announce it has partnered with the Avant Gardner team to provide restructuring advisory and investment banking services during the company’s Chapter 11 case. These engagements are led by Jeff Gasbarra and Jason A. Cohen, respectively. The Portage Point team will work closely with the company’s restructuring counsel, Young Conaway Stargatt & Taylor, LLP. https://lnkd.in/gn-kmWhy #SpeedToImpact #InvestmentBanking #Chapter11