J.S. Held Expands Financial Investigations Division with the Asset Acquisition of Kotzin Valuation Partners

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October 5, 2021
Kotzin Valuation Partners Joins J.S. Held
Kotzin Valuation Partners Joins J.S. Held

The asset acquisition of Kotzin Valuation Partners supports the strategic growth of J.S. Held’s Financial Investigations Division and expands the firm’s valuation capabilities.


JERICHO, N.Y. – October 5, 2021 – Global consulting firm J.S. Held announced today that it has acquired substantially all of the assets of Kotzin Valuation Partners, a financial advisory firm based in Phoenix, Arizona that provides business valuation, intangible asset and intellectual property valuation, litigation support consulting, forensic accounting, and other specialized financial services. This acquisition supports the strategic growth of J.S. Held’s Financial Investigations Division and expands the firm’s valuation capabilities.

Kotzin Valuation Partners is composed of 14 professionals with significant business valuation credentials and financial advisory experience. Its experts are retained by major national and regional corporations, law firms, accounting firms, trust departments, lending institutions, and business owners in a variety of valuation, litigation, taxation, financial reporting, and transactional matters.

"Kotzin Valuation Partners is highly regarded for their valuation expertise and client service," said Max Flynn, Co-Leader of J.S. Held’s Financial Investigations Division. "The addition of their team to our Financial Investigations Division bolsters our economic damages and valuations, forensic accounting, and litigation support services.”

The Kotzin Valuation Partners team holds individual certifications and credentials that include Accredited in Business Valuation (ABV), Accredited Senior Appraiser (ASA), Certified Business Appraiser (CBA), Chartered Financial Analyst (CFA), Certified Fraud Examiner (CFE), Certified in Financial Forensics (CFF), Certified Insolvency & Reorganization Advisor (CIRA), and Certified Public Accountant (CPA).

"This partnership reflects our commitment to professional growth and our mission to better serve our clients,” said Lynton Kotzin, Managing Partner at Kotzin Valuation Partners. “By joining forces, we gain access to additional resources and experts from a variety of disciplines and backgrounds that complement our team and the services we deliver."

About J.S. Held

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.

J.S. Held, its affiliates and subsidiaries are not certified public accounting firm(s) and do not provide audit, attest, or any other public accounting services. J.S. Held is not a law firm and does not provide legal advice. Securities offered through PM Securities, LLC, d/b/a Phoenix IB, a part of J.S. Held, member FINRA/ SIPC or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.
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