Portage Point Partners

We are pleased to announce that Joellen Sorenson has joined Portage Point Partners as Managing Director and Head of Marketing. Joellen is a strategic marketing leader with a proven track record for growing B2B brands, pipeline and revenue. She is an expert in go-to-market strategy, digital marketing, demand generation, content strategy and sales enablement. Learn more about Joellen – https://lnkd.in/eK7ESm2u

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

We are pleased to announce that Lance Carr, CFA Carr has joined Portage Point Partners as Managing Director and Head of Valuations – https://lnkd.in/etf-zPyE Lance brings two decades of experience advising companies and financial sponsors on complex valuations, M&A, financial reporting and tax compliance matters spanning the entire deal lifecycle. His technical depth and operational leadership position Portage Point to meet rising demand for sophisticated valuation capabilities in the middle market. This expansion of the Valuations practice further enhances our premier, integrated financial and operational advisory platform. Learn more about how the Valuations team delivers independent, data-driven insights across the investment lifecycle – https://lnkd.in/ehDSDBa3 #BueChipTalent

We are pleased to welcome Blair Cirafici, Office Manager, Sean Romeo, Associate and Zack P., Director – Performance Improvement, to the Portage Point Partners team. Learn more about our blue chip talent – https://lnkd.in/gENvARrn #BlueChipTalent

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

We are pleased to share that Portage Point Partners served as exclusive financial advisor to LifeLine Foods, LLC on its sale to Turnspire Capital Partners – https://lnkd.in/ercp9xjM A leading US manufacturer of corn-based products, LifeLine’s food segment manufactures high quality food ingredients, including cornstarch, masa, flours, snack meal and grits, while its biofuels segment leverages starch stream created by the food manufacturing process to produce renewable fuels and other value-added products at lower carbon intensity, capturing synergies that enhance platform efficiency and sustainability.    The acquisition represents a landmark transaction in the food ingredient and biofuel sectors, connecting an industry leading food manufacturer and biofuels producer with a well-capitalized financial partner to accelerate growth while maintaining its legacy of excellence. Learn more – https://lnkd.in/ercp9xjM   #SpeedToImpact 

We are pleased to welcome Patrick Renstrom, CPA, Director, Jeremy Selbst, Senior Vice President, Tessa Newland Vice President – Delivery Excellence and Nav Randhawa, Vice President, to the Portage Point Partners team. Learn more about our blue chip talent – https://lnkd.in/gENvARrn #BlueChipTalent

Great conversation with Alex Tumarinson, Gemma Odena Bulto and Matt Thompson at the LPGP Connect Operating Partner Summit today. Come back to Santa Monica anytime!

In a recently published article by Inc. Magazine, Paresh Khatwani, Director at Portage Point Partners, shares key pricing strategy insights for middle market companies navigating economic uncertainty, including • Actionable approaches across customer segmentation, competition, differentiation, product mix, sales channels and cost structure • The importance of accounting for perceived product value • Why simple, nimble pricing strategies drive superior outcomes Read more – https://lnkd.in/ewGaHSkG #SpeedToInsight

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