News
J.S. Held expands its Fiduciary Services Team, enhancing expertise to support distressed companies and complex disputes.
JERICHO, N.Y., February 12, 2025 -- Global consulting firm J.S. Held, announces the expansion of the Fiduciary Services Team, doubling in size and deepening their collective industry expertise.
Lenders, attorneys, federal & state courts, and federal regulatory agencies trust J.S. Held 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, the team meticulously designs and implements recovery strategies to maximize value for stakeholders. Solutions derive from deep and diverse industry experience and multidisciplinary expertise across our more than 1,500 technical, scientific, financial, operational, and strategic experts.
J.S. Held experts hold multiple certifications, including Licensed Professional Fiduciaries, Certified Public Accountants (CPA), Certified Insolvency & Restructuring Advisor (CIRA), Certified Fraud Examiners (CFE), and Chartered Financial Analyst (CFA), among others. Experts across the company contribute time and talent to important professional associations, including the National Association of Federal Equity Receivers (NAFER), the Turnaround Management Association (TMA), and the Building Owners and Managers Association (BOMA), among others. J.S. Held professionals are recognized industry thought leaders, public speakers, and authors who have been featured at major events and in industry-leading publications.
David P. Stapleton, CPA, CLPF, a nationally recognized federal receiver, trustee, and restructuring expert and his team join J.S. Held experts, including Senior Managing Director Peter S. Davis, CPA, ABV, CFF, CIRA, CTP, CFE, with over 20 years of experience in complex receivership, serving clients across the US, including as Receiver in regulatory matters brought by the SEC, FTC, Arizona Corporation Commission, the Arizona State Board of Education, as well as lenders and shareholders. Notable among Mr. Davis’ expertise is his receivership teaching experience at Arizona State University and training in fraud and forensic accounting for numerous organizations.
J.S. Held experts deliver unbiased, expert solutions in court-mandated and out-of-court situations that demand a third-party fiduciary, as demonstrated in the engagements below:
To learn more about our role as fiduciaries in court-mandated and out-of-court situations, click here.
J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.
More than 1,500 professionals serve organizations across six continents, including 84% of the Global 200 Law Firms, 75% of the Forbes Top 20 Insurance Companies (90% of the NAIC top 50 Property & Casualty Insurers), and 71% of the Fortune 100 Companies.