Portage Point Partners

Middle market CFOs face significant budget complexity in 2026. Inflation uncertainty, elevated cost structures, tight capital markets and scaling challenges create operational pressures that render traditional annual budgeting insufficient. Private equity portfolio companies face intensified scrutiny as sponsors demand transparent, defensible forecasts and financial discipline. In the latest article from Portage Point Partners, Barclay Stanton, David Baxter and David Matyasovsky explore how CFOs should navigate market uncertainty to transform budgeting from compliance exercise to competitive advantage through strategic and operational alignment, dynamic forecasting and technology-enablement. Read the full article - https://lnkd.in/ehQd_2Gh #SpeedToInsight

Matthew Ray, Founder and CEO of Portage Point Partners, spoke with Mergermarket about the firm’s momentum and the next phase of growth. Portage Point has achieved rapid organic expansion since 2016, driven by blue chip talent and demand for integrated advisory capabilities that support clients across the business lifecycle. In this article, Matt highlights how investments in data, analytics and technology are shaping the firm’s next chapter and how Portage Point is evaluating strategic growth opportunities that expand capabilities, industry expertise and reach. Read more – https://lnkd.in/e-tkXM6e

Credit markets rebounded sharply in Q3 2025, with primary syndicated loan activity reaching $404 billion – a record quarterly total. In the 2025 Q3 Credit Market Update (https://lnkd.in/ePpDYqGG), the Portage Point Partners Capital Advisory team shares key insights on recent credit market activity, including • How limited supply and robust investor demand are creating borrower-friendly conditions with credit spreads at or near record lows • How competition between leveraged loan and private credit markets is driving tighter pricing and flexible terms across both channels • Strategic opportunities for middle market companies to optimize capital structures through refinancing, extended maturities and reduced interest expense Read the full update – https://lnkd.in/ePpDYqGG #SpeedToInsight

Valuation gaps between buyers and sellers remain a primary source of friction in middle market M&A. Creative exit structuring through earn-outs, seller rollover and seller financing can help sponsors bridge valuation mismatches and build momentum. Michael Watt, Managing Director in Portage Point Partners Transaction Advisory Services practice, brings nearly 20 years of experience across transactions ranging from $25 million to $5 billion. In a recent Q&A, Michael offers his perspective on current conditions impacting middle market dealmaking and explains how the Portage Point platform delivers bulge bracket talent and unified expertise to solve complex transaction challenges – https://lnkd.in/emWFrNpa

The #consumer M&A market shows cautious optimism in 2025, driven partly by continued consumer spending in areas like wellness, better-for-you food and beverage and beauty. Strategic buyers and private equity (PE) firms are actively searching for investment opportunities, taking a disciplined approach during potential target evaluation. In the latest insights from Portage Point Partners, Tosh Dhanalal and Peter Mangan explore how wellness trends are creating fertile ground for consumer M&A, what separates winning investment targets from the pack and the key factors PE investors look for in consumer targets – https://lnkd.in/edeGCzfC #SpeedToInsight