J.S. Held Archives - ABFJournal

J.S. Held Adds Asset Tracing Expertise to Strengthen Family Law Practice

Global consulting firm J.S. Held acquired substantially all of the assets of Luttrell Wegis, a forensic accounting and business valuation firm serving clients throughout California and surrounding states.

November 25, 2024 David Weiner | J.S. Held | Jason Wegis | Luttrell Wegis | Mark S. Luttrell Brianna Wilson

Turnaround and Restructuring Expert Gleason Voted President-Elect of TMA

Brian Gleason, a consulting and turnaround management expert, has been selected to the Turnaround Management Association leadership team, first as president-elect, then president and, ultimately, as global chair.

Phoenix IB Assists in Pathward’s $10MM Loan Package to Congoleum

Phoenix IB, a part of J.S. Held, a middle-market special situations investment bank and independent licensed broker-dealer under federal and state securities law, acted as the financial advisor and investment banker to Congoleum Acquisition in arranging, structuring and negotiating a $10 million loan package with Pathward.

J.S. Held Acquires Phoenix Management Services

Global consulting firm J.S. Held expanded its corporate finance and investment banking expertise with the acquisition of Phoenix Management Services, a provider of turnaround, transaction and strategic growth investor services, and Phoenix IB, an independent, licensed broker-dealer.

October 10, 2023 Clearsight Advisors | David Weiner | J.S. Held | Michael Jacoby | Phoenix Management Ian Koplin

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Tag Archives: J.S. Held

J.S. Held Adds Asset Tracing Expertise to Strengthen Family Law Practice

Turnaround and Restructuring Expert Gleason Voted President-Elect of TMA

Phoenix IB Assists in Pathward’s $10MM Loan Package to Congoleum

J.S. Held Acquires Phoenix Management Services