Portage Point Partners Introduces New Valuations Practice with Jeremy Glass at Helm
Portage Point Partners, a renowned advisory, consulting, and investment banking firm, is set to elevate its offerings with the launch of its new Valuations practice. This strategic move comes alongside the appointment of Jeremy Glass as Managing Director, who brings over two decades of experience in financial services with a specialized focus on valuation advisory. The establishment of a dedicated valuations service is a direct response to the growing demands in the middle market, where clients increasingly seek expert insight into their financial landscapes.
The Valuations practice aims to provide a comprehensive array of services designed to cater to the diverse needs of clients. These include corporate valuations necessary for strategic planning, financial reporting, and tax compliance, as well as portfolio and fund-level valuations for private equity and credit investments. The practice will also focus on intangible asset valuations, including intellectual property and trademarks, as well as complex securities and derivatives valuations to address the needs of structured financial instruments.
"I am incredibly excited to join Portage Point during such a pivotal period of growth," says Jeremy Glass. His leadership and vision are expected to guide the practice's trajectory, ensuring that it aligns with the firm's broader commitment to delivering innovative financial and operational solutions.
With an increasing emphasis on transparency and trust in the financial industry, the new valuations team plans to enhance governance and best practices for clients. This includes refining internal valuation frameworks and processes to support audit readiness and investor confidence. As the regulatory landscape continues to evolve, having a robust valuations service will become an essential part of Portage Point's lifecycle solutions, adding significant value to clients across various sectors.
Jeremy comes to Portage Point after previously holding senior roles at Houlihan Lokey and York Capital Management, where he played critical roles in expanding valuation offerings and managing complex, multi-billion-dollar portfolios. His expertise spans multiple geographies, providing him with a global perspective that will be invaluable to Portage Point’s clients. He has a proven track record of leading valuation engagements and advising on valuation-related issues.
"The valuations practice will not only provide our clients with robust valuations for decision-making but will also position them advantageously in the marketplace by leveraging our data-driven insights and technological capabilities," adds Matthew Ray, Founder and CEO of Portage Point Partners. This is a pivotal advancement for Portage Point, solidifying its commitment to serving the middle market with an integrated suite of specialized services.
As the demand for valuation expertise continues to grow amid market uncertainties, changes in investor expectations, and regulatory adjustments, Portage Point Partners is ensuring it is well-equipped to meet these challenges head-on. The establishment of a dedicated valuations practice represents a forward-thinking approach to advisory services, promising to enhance the firm’s capacity to deliver tailored solutions that support clients throughout every stage of their investment lifecycle.
This move marks a significant milestone for Portage Point, setting the stage for a best-in-class valuations offering intended to help clients navigate complex financial landscapes and drive sustainable growth. With Jeremy Glass leading the charge, clients can expect to receive a high level of partnership and insight, marking a transformative step for both the firm and its valued clients.
For more information about the new Valuations practice and how it can benefit your financial strategy, visit www.portagepointpartners.com.
The Valuations practice aims to provide a comprehensive array of services designed to cater to the diverse needs of clients. These include corporate valuations necessary for strategic planning, financial reporting, and tax compliance, as well as portfolio and fund-level valuations for private equity and credit investments. The practice will also focus on intangible asset valuations, including intellectual property and trademarks, as well as complex securities and derivatives valuations to address the needs of structured financial instruments.
"I am incredibly excited to join Portage Point during such a pivotal period of growth," says Jeremy Glass. His leadership and vision are expected to guide the practice's trajectory, ensuring that it aligns with the firm's broader commitment to delivering innovative financial and operational solutions.
With an increasing emphasis on transparency and trust in the financial industry, the new valuations team plans to enhance governance and best practices for clients. This includes refining internal valuation frameworks and processes to support audit readiness and investor confidence. As the regulatory landscape continues to evolve, having a robust valuations service will become an essential part of Portage Point's lifecycle solutions, adding significant value to clients across various sectors.
Jeremy comes to Portage Point after previously holding senior roles at Houlihan Lokey and York Capital Management, where he played critical roles in expanding valuation offerings and managing complex, multi-billion-dollar portfolios. His expertise spans multiple geographies, providing him with a global perspective that will be invaluable to Portage Point’s clients. He has a proven track record of leading valuation engagements and advising on valuation-related issues.
"The valuations practice will not only provide our clients with robust valuations for decision-making but will also position them advantageously in the marketplace by leveraging our data-driven insights and technological capabilities," adds Matthew Ray, Founder and CEO of Portage Point Partners. This is a pivotal advancement for Portage Point, solidifying its commitment to serving the middle market with an integrated suite of specialized services.
As the demand for valuation expertise continues to grow amid market uncertainties, changes in investor expectations, and regulatory adjustments, Portage Point Partners is ensuring it is well-equipped to meet these challenges head-on. The establishment of a dedicated valuations practice represents a forward-thinking approach to advisory services, promising to enhance the firm’s capacity to deliver tailored solutions that support clients throughout every stage of their investment lifecycle.
This move marks a significant milestone for Portage Point, setting the stage for a best-in-class valuations offering intended to help clients navigate complex financial landscapes and drive sustainable growth. With Jeremy Glass leading the charge, clients can expect to receive a high level of partnership and insight, marking a transformative step for both the firm and its valued clients.
For more information about the new Valuations practice and how it can benefit your financial strategy, visit www.portagepointpartners.com.
Topics Financial Services & Investing）
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