J.S. Held's Strategic Advisory Group

J.S. Held provides a single-source solution for distressed and high-growth companies. Desde la estrategia hasta la ejecución, ayudamos a los clientes a superar desafíos empresariales complejos y lograr un valor comercial a largo plazo y sostenible.

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Learn Why We're Better Together

Hear from our Strategic Advisory Practice Lead Michael Jacoby on the expanded benefits for our colleagues, clients, and partners.

Through the integration of Phoenix Management Services, Stapleton Group, and MorrisAnderson into the J.S. Held Strategic Advisory Group, our team has grown to more than 80 professionals across the United States advising debtors, lenders, creditors, legal counsel, investors, and boards of directors in matters including turnaround & restructuring, bankruptcy, fiduciary services, operational performance improvement, transactions, and disputes.

Our depth of operational and financial expertise — backed by the multidisciplinary technical and scientific capabilities of our global colleagues — uniquely positions J.S. Held to solve our clients’ most complex challenges.

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Learn Why We're Better Together

Hear from our Strategic Advisory Practice Lead Michael Jacoby on the expanded benefits for our colleagues, clients, and partners.

For information about our services and to help put you in touch with the appropriate expert across our team, contact:

 

 

To view all experts in our Strategic Advisory Group, click here.

Why Our Teams Joined J.S. Held’s Strategic Advisory Group

"Phoenix Management's breadth of client solutions expanded tremendously by joining J.S. Held's global network, spanning 1,500 talented experts with deep technical and scientific know-how. We are thrilled to provide expanded expertise in leadership, finance, and operations as part of the newly formed Strategic Advisory Group, as well as unique insights into intellectual property and other intangible value drivers."

"Stapleton Group's fundamental goal since inception has been serving our clients' best interests. Joining forces with national restructuring experts at J.S. Held's Strategic Advisory Group has broadened our capacity, capabilities, and market reach. Together, our single-source solution for distressed and high-growth companies nationwide and beyond enables us to continually improve client outcomes."

“MorrisAnderson’s strong reputation as a market leader in financial restructuring and operational consulting in the Midwest has catapulted to a more national presence with expanded industry expertise since we joined J.S. Held’s Strategic Advisory Group. J.S. Held’s global footprint and complementary practice areas also enable us to provide a wider array of one-stop services to our clients.”

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IN THE NEWS

J.S. Held amplía su práctica de Asesoría Estratégica con la adquisición de MorrisAnderson.

Con sede en Chicago, MorrisAnderson es un líder de mercado reconocido a nivel nacional en consultoría financiera y operativa que ayuda a los clientes que enfrentan dificultades operativas o situaciones de estrés, que requieren capital o que están involucrados en un caso de bancarrota en virtud del capítulo 11 de la ley correspondiente.

Bajo el liderazgo de Dan Dooley y Mark Welch, MorrisAnderson ha construido una sólida reputación por su experiencia en reestructuración y recuperación, bancarrota, transacciones y servicios de asesoría en disputas, al ayudar a los clientes a mitigar riesgos y a alcanzar un valor empresarial sostenible a largo plazo.

Para obtener más información, consulte el comunicado de prensa.

Reconocimiento de la industria

ABF Journal recognizes specialty finance experts Michael Jacoby and Kevin Doyle as “Legends & Leaders” for their outstanding impact on the specialty finance industry. 

Michael Jacoby, J.S. Held Strategic Advisory Practice Lead, is recognized as an “Icon”, an industry leader and long-standing figure with enduring influence in asset-based lending and factoring. 

Kevin Doyle, Director in our Strategic Advisory practice, is recognized as a “NextGen Leader”, a rising star paving the way forward.

Learn more about their recognition.

Expanded Fiduciary Expertise

Lenders, attorneys, federal & state courts, and federal regulatory agencies trust our experts in situations demanding a third-party fiduciary for companies in distress, entrenched in complex disputes, or when fraud is suspected.

Serving as Federal and State Receiver, Bankruptcy Trustee & Examiner, and Assignee for the Benefit of Creditors, we design and implement recovery strategies to maximize value for all stakeholders. Our solutions derive from deep and diverse industry experience and multidisciplinary expertise across our more than 1,500 technical, scientific, financial, operational, and strategic experts.

Para conocer más sobre nuestro rol como fiduciarios en situaciones judiciales y extrajudiciales, haga clic aquí.

Servicios para asesores

Platform and add-on acquisitions hold great promise and expectations, but also come with significant investment risk. There are unique financial, operational, strategic, and transactional factors throughout the investment lifecycle that influence the success of an acquisition and the overall enterprise.

We leverage specialized operations, integration, finance, investment banking, accounting, technical, and scientific expertise to help investors navigate complex investment decisions, identify and capitalize on business opportunities, and protect their investments.

To learn more about how we advise investors, click here.

Mejora del rendimiento operativo

Navigating the many challenges confronting a company in transition requires an operationally focused approach that looks beyond the balance sheet to effectively turn the business around and build a path to sustainable growth. The same principles apply to an organization seeking to enhance operations and business performance.

With decades of business management and diverse industry experience, our Strategic Advisory experts help companies transform processes, people, and systems – from strategy development through plan execution with hands-on guidance and resource support – to improve operations and drive long-term business value.

To learn more about our operationally focused business solutions and specialized turnaround and restructuring expertise, click here.

J.S. Held adquiere Stapleton Group y anuncia el lanzamiento de la práctica de Asesoría Estratégica

J.S. Held welcomes the team from Stapleton Group and announces the launch of its Strategic Advisory practice, led by Michael Jacoby. La adquisición refuerza aún más las capacidades de reestructuración de J.S. Held, que abarcan bancarrota, administraciones judiciales y recuperaciones, a la vez que suma conocimientos especializados en los sectores de los bienes raíces y los agronegocios.

Click here to read the press release. 

Industry Leaders

Strategic Advisory at J.S. Held is multi-faceted and enriched by a legacy of risk management that results in solutions that are as comprehensive as they are actionable.

Through our combination of technical, scientific, and financial expertise and unrivaled understanding of both tangible and intangible assets, we help investors, executives, and boards of directors navigate complex situations and realize long-term, sustainable business value.

To learn more about our strategic advisory experts and the solutions we deliver, click here

J.S. Held Expands Strategic Advisory Group with Acquisition of Phoenix Management

Phoenix Management ayuda a las empresas a construir y maximizar el valor empresarial a largo plazo. Sus servicios abarcan asesoramiento sobre crecimiento estratégico, gestión de cambios, asesoramiento sobre transacciones y banca de inversión.

Click here to read the press release.

To view all J.S. Held news stories, click here.

 
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