Solutions for Distressed Situations

Asesoría sobre bancarrota

J.S. Held adquiere GLI Advisors para fortalecer sus servicios de apoyo a proyectos de construcción en el oeste de EE. UU. y Hawái

LEER MÁS cerrar Creado con Sketch.

Navigating bankruptcy is inherently complex, often involving struggling businesses, litigation, incomplete or inaccurate financial records, potential fraud, and other challenges, in addition to strict court-mandated processes.

Our experienced team of turnaround and restructuring experts seamlessly guides clients throughout the process to optimize outcomes for lenders, creditors, shareholders, and employees.

The bankruptcy process for every debtor has unique characteristics, as well as benefits and drawbacks. Con décadas de experiencia al servicio de empresas en problemas, estamos especialmente calificados para reconocer las perspectivas, las posiciones, los requisitos y las expectativas de las partes interesadas vinculadas con nuestros clientes. Together, our knowledge and experience enable us to recommend feasible solutions for clients to optimize enterprise and/or asset values and honor their fiduciary duties to creditors and shareholders. Nuestra trayectoria de éxito dentro del ámbito de bancarrota incluye:

  • Minimizing time spent in bankruptcy and accelerating clients’ emergence from bankruptcy
  • Finding new sources of working capital
  • Serving as investment banker in the sale of businesses to achieve prices substantially higher than liquidation value
  • Maximizar el valor para el cliente y todas las partes interesadas a lo largo de todo el proceso
  • Maintaining support of trade vendors
  • Negotiating with customers to accelerate payment terms
Nuestros servicios
  • Accounting, Compliance, and Reporting Support
  • Asset Liquidation and Going Concern Sales
  • Asesoría en bancarrota (capítulo 7 y capítulo 11)
  • Bankruptcy Investigations
  • Chief Restructuring Officer (CRO) and Interim Management (CEO, CFO, COO)
  • Valoración de empresas
  • Testimonio pericial y apoyo en litigios
  • Opiniones imparciales
  • Independent Director
  • Valoración de propiedad intelectual (PI)
  • Out-of-Court Bankruptcy Alternatives – Assignment for the Benefit of Creditors (ABC), Settlements, Receiverships, Article IX Sales, Operational Wind Down
  • Dictámenes sobre solvencia
Cómo sortear un proceso de bancarrota

Para sortear con éxito un proceso de conformidad con el capítulo 11, se requiere una comunicación con todas las partes interesadas para diagramar rápidamente un plan de reorganización o venta de la empresas o sus activos. Aplicamos nuestra amplia experiencia práctica para orientar a los clientes a lo largo del complejo y riguroso proceso de bancarrota en jurisdicciones de todo el territorio de los Estados Unidos.

Our experts are attuned to shareholders’, management teams’, and creditors’ needs throughout the bankruptcy process and often provide interim management services and manage all reporting requirements, including:

  • Previsiones y tarjetas de puntaje de flujo de efectivo
  • Estados financieros (SOFA)
  • Listas de activos y pasivos (SOAL)
  • Informes operativos mensuales (MOR)
  • Análisis de liquidación para respaldar el plan de bancarrota
  • Proyecciones financieras para respaldar los planes de negocios
  • Otros análisis financieros requeridos
Exploración de alternativas a la bancarrota

El proceso de bancarrota puede ser extremadamente costoso y demandar mucho tiempo para compañías medianas. Sobre la base de las reglamentaciones estatales y la exclusiva situación de un cliente, nuestros expertos evalúan con frecuencia y dirigen alternativas a la bancarrota, como:

Testimonio de peritos y apoyo en litigios

Our experts bring deep financial and operational expertise to litigation support and expert witness roles, particularly in the context of bankruptcy engagements. Our team is skilled in forensic accounting, valuation, and financial analysis, translating complex transactions into clear, defensible insights for courts, counsel, and stakeholders.

We frequently are engaged to provide expert reports and testimony in adversarial bankruptcy proceedings, including matters involving fraudulent conveyance, solvency evaluations, and claims disputes. We support both plaintiffs and defendants-leveraging a disciplined, fact-based approach-and maintain independence and credibility under scrutiny.

Our highly experienced team members are trusted to deliver objective, well-reasoned opinions that withstand cross-examination. Whether appointed as fiduciaries for a distressed business or retained as experts in litigation or disputes, we help ensure that financial truth is clearly presented and stakeholder interests are protected.

Independent Director

Our experts are frequently appointed as independent directors to boards of distressed or insolvent companies, particularly in situations involving potential conflicts of interest or impending Chapter 11 proceedings.

Our presence reinforces sound governance, ensuring that fiduciary duties are upheld and that decisions reflect the interests of all stakeholders. In sale scenarios, especially where existing ownership may seek to reacquire the business, we oversee a fair and transparent process that protects creditor recoveries and maintains market integrity. Our board-level expertise helps guide companies through complex restructuring environments with impartiality, discipline, and strategic oversight.

Director de reestructuración (CRO) y servicios de administración provisional

Our turnaround and restructuring experts serve as Chief Restructuring Officers (CROs) and interim executives in complex bankruptcy engagements and through direct appointment by the board of a distressed debtor, providing independent leadership and operational continuity during periods of financial distress. Our role may begin as an independent Financial Advisor then evolve to CRO and/or interim management positions.

We apply deep expertise in insolvency, crisis management, and stakeholder negotiations to collaborate with lenders, legal counsel, and courts (when applicable) while stabilizing operations, preserving value, and guiding companies through restructuring or liquidation processes. Our actions are grounded in transparency, accountability, and a commitment to fulfilling responsibilities with integrity and precision.

Asesoría financiera

We serve as financial advisors to debtors, creditors, and committees when businesses are navigating Chapter 11 bankruptcy, combining financial expertise with a practical, stakeholder-focused approach. 

We evaluate the debtor's financial position, address strategies to preserve liquidity and maximize value, and advocate for equitable outcomes through data-driven analysis and strategic engagement. Our experts provide efficient execution throughout the process, collaborating with all parties involved to facilitate transparent communication to optimize outcomes.

With a focus on feasibility, valuation, and operational insight, we guide matters to resolution while protecting stakeholder interests.

Bankruptcy Fiduciaries – Trustee, Plan Administrator, Liquidating Trustee

Our experts frequently serve in a variety of fiduciary roles, including Trustee, Liquidating Trustee, Examiner, Plan Agent or Administrator, Estate Representative, Special Master, or Winddown Agent to maximize proceeds during an asset liquidation, going-concern sale, winddown, or financial restructuring.

Courts regularly appoint our experts to serve as fiduciaries in Chapter 11 bankruptcy matters involving complex issues such as litigation or strained relationships between borrowers and lenders, including matters under Subchapter V of the Chapter 11 Bankruptcy Code. 

Our experts objectively manage the bankruptcy proceedings, ensuring proper bankruptcy processes are followed. In certain situations, our team transforms the distressed business's operations to maximize returns from liquidation or sale. In other situations, we remain accountable for all aspects of the business until it successfully exits Chapter 11 and the case is dismissed.

Valoración de PI en bancarrota

Una cantidad considerable y cada vez mayor de reestructuraciones corporativas involucran importantes activos de propiedad intelectual (PI), como patentes y tecnología, derechos de autor, marcas registradas y acuerdo de clientes, entre otros. Para muchas empresas, la PI está entre sus activos más valiosos, ya que establece su identidad en el mercado y la diferencia de la competencia. Los conflictos relacionados con PI, derechos de PI y su valor son cada vez más comunes y pueden desempeñar un papel significativo en el proceso de bancarrota y reestructuración. Para lidiar con esas cuestiones, se requiere una comprensión cabal del entorno de la propiedad intelectual.

El grupo de Valoración de Ocean Tomo, parte de J.S. Held, aporta capacidades expertas y una perspectiva orientada a los negocios a los clientes que deben lidiar con cuestiones de bancarrota y reestructuración. Nuestro enfoque exclusivo combina especialización en propiedad intelectual líder en la industria con una sólida teoría de valoración, lo que nos permite reconocer de forma adecuada y valorar de forma precisa todos los tipos de activos de propiedad intelectual.

Para obtener información adicional sobre nuestros servicios y para ponerse en contacto con el experto indicado de nuestro equipo global, comuníquese con:

Michael E. Jacoby
Ver biografía
Michael E. Jacoby
Director ejecutivo sénior | Director de la práctica de Asesoría Estratégica
 
Participaciones destacadas
 
PERSPECTIVAS DE LA INDUSTRIA
Manténgase al día con las últimas investigaciones y anuncios de nuestro equipo.
Nuestros expertos