Directory
J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024
Read MoreJames "Jim" Fleet joined J.S. Held in October of 2023 as part of J.S. Held's acquisition of Phoenix Management Services.
Jim Fleet has more than 30 years of executive management and advisory experience. He led the Phoenix Management Services' Boston office since its inception in 2000.
Jim’s advisory experience includes more than 150 engagements in which he managed or provided material guidance in turnaround/restructuring, investment banking—both M&A and refinancing assignments—and extensive transaction advisory assignments ranging from Quality of Earnings and Enterprise, cross-border, platform, and roll-up environments for all enterprise capital providers. He is an expert in executive leadership in serving as interim CEO, CRO, and CFO roles as well as bankruptcy financial advisory.
His track record of success in a wide array of corporate environments, including private, public, international, and family-owned companies demonstrates his unique ability to adapt to the distinctive elements of each assignment. His leadership style is to advocate strongly on behalf of his clients in a manner that builds consensus among all constituents, providing a credible and efficient process and producing measurable results. His middle market client focus is typically serving in a leadership role at the behest of investors, lenders, and other opportunistic capital providers.
Prior to joining Phoenix Management Services, Jim spent considerable time in the manufacturing, advertising, and distribution sectors in roles ranging from Executive Vice President of Sales and Marketing, COO, and President/CEO in industries including precious metal manufacturing, insurance, hospitality, and advertising services.
Jim graduated with a B.S. in Economics and Finance from Southern New Hampshire University in 1984. Given Jim’s broad experience and communication presence, he often is asked to lead and speak on panels at industry conferences on a variety of subjects pertaining to turnaround management, restructurings (CRO), bankruptcy/insolvency proceedings, and investing and gaining insight into complex and distressed investment transactions.
Professional Affiliations/Memberships/Licenses/Training
