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Michael Gaul, CTP, CFE

J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida

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Michael Gaul, CTP, CFE, joined J.S. Held in October of 2023 as part of J.S. Held's acquisition of Phoenix Management Services. A member of J.S. Held’s Strategic Advisory Group, he leverages more than 20 years of experience in financial and crisis management. Michael has served in interim management and advisory roles across a multitude of corporate environments, including private, equity-sponsored, family-owned, and start-up ventures. His extensive experience working in areas such as turnaround management, financial forecasting, cash management, and corporate administration enables him to quickly identify clients’ operational challenges and work with them to develop effective turnaround strategies.

Michael has experience in companies reorganizing under Chapter 11 protection of the U.S. Bankruptcy Code. He is experienced with transactions involving Section 363 of the Bankruptcy Code in which debtor companies transfer their assets to a buyer with speed, efficiency, and the approval of the Bankruptcy Court.

Prior to joining Phoenix, Michael was an equity research analyst at FleetBoston Robertson Stephens, the San Francisco-based investment bank, where he was part of the Specialty Finance Group whose portfolio included public non-bank financial companies and public auto dealership companies. Before that, Michael was a senior credit analyst in the Specialty Finance Group of Fleet Bank, N.A., analyzing existing and prospective clients’ financial performance via their historical and forecasted operating results. He began his banking career at Sanwa Bank, where he completed Sanwa’s Credit Training Program and worked in the Bank’s Industrial Research Group.

Michael graduated from Georgetown University with a B.S. in Finance.

Professional Affiliations/Memberships/Licenses/Training

  • Certified Turnaround Professional (CTP), TMA
  • Certified Fraud Examiner (CFE)
  • Turnaround Management Association (TMA), Member
  • National Association of Securities Dealers (NASD), Member
  • FINRA Series 7, Series 63, and Series 24 licenses

Insights by Michael Gaul

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