Mid-Year Business Owner Checklist: 8 Ways to Refocus and Recharge for 2025

We’re officially halfway through 2025—a great time for business owners to hit pause and take stock. Whether you’re scaling up, maintaining steady growth, or starting to consider a future exit, a mid-year review helps you stay proactive and make intentional decisions for the second half of the year. Here’s a checklist I often recommend to […]

What Private Equity Groups Are Looking for in Canada Right Now

At Portage, we talk to buyers — a lot. Every week, we’re in conversation with private equity groups, family offices, and strategic acquirers who are looking for their next opportunity in the Canadian market. If you’re working with business owners in your network — especially those nearing retirement or succession — it’s worth knowing which […]

Tariff-Resilient Businesses: Why They’re Attracting Premium Valuations in Today’s M&A Market

In recent months, tariffs between Canada and the United States have dominated economic headlines, sparking significant uncertainty for many businesses. While industries highly dependent on cross-border trade are facing disruptions, there’s a notable segment of lower-middle-market businesses flourishing amidst this volatility: those demonstrating tariff resilience. What Makes a Business Tariff-Resilient? Tariff-resilient businesses typically share a […]