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These strategic acquisitions bring new services and more than 30 financial and advisory professionals to J.S. Held, further strengthening the firm’s ability to address diverse clients’ needs across North America.
JERICHO, N.Y. – January 7, 2021 – Global consulting firm J.S. Held announced today that it has acquired substantially all of the assets of Simon Consulting, Mehner CPAs, and Cohen Volk Economic Consulting Group. The addition of this personnel brings new services and more than 30 financial and advisory professionals to J.S. Held, further strengthening the firm’s ability to address diverse clients’ needs across North America.
The acquisition of Simon Consulting establishes the foundational team of J.S. Held’s new Turnaround & Restructuring practice group. Based in Phoenix, Arizona, the Simon Consulting team is led by Peter Davis, Dan Williams, and Barry Monheit and supports clients by solving complex problems related to turnaround, restructuring, receivership, litigation, business valuation, and forensic accounting.
“This is an exciting time for our company,” said Sean Donohue, Senior Executive Vice President and Global Leader of J.S. Held’s Advisory Services Division. “The Simon Consulting team brings specialized expertise to our firm that expands our financial advisory service offerings. Peter, Dan, Barry, and their colleagues are among the very best in the industry and are driven by a shared set of core values that aligns with our firm.”
With the acquisition of substantially all of the assets of Mehner CPAs, J.S. Held has bolstered the firm’s ability to provide local financial experts in Southern California for matters related to family law. The Mehner team works with attorneys and high net worth individuals to provide forensic accounting services including, business valuation, business litigation, and expert witness testimony. Mehner CPAs is led by Glenn Mehner and based in Orange County, California.
“We are thrilled to have the team from Mehner CPAs join us,” said Victoria Wilkerson, Executive Vice President – J.S. Held Forensic Accounting & Economics Practice. “Their specialized expertise in forensic accounting related to family law adds to our growing capabilities in this area and furthers our local presence throughout the Western United States.”
The experts of Cohen Volk Economic Consulting Group are recognized for delivering high-quality forensic economic analysis in business, personal injury, wrongful death, employment, and marital litigation. The Cohen Volk team is led by Mark Cohen and is based in Northern California. They have been engaged by attorneys, insurance professionals, and government agencies to perform lost earnings analysis, lost profits analysis, business valuation, mitigation earnings analysis, labor and job market analysis, and expert witness testimony.
David Weiner, Executive Vice President – J.S. Held Forensic Accounting & Economics Practice said, “Mark Cohen and his team are a natural fit for our firm. We both share the same emphasis on quality and service, have proven experience in expert services, and are driven by a common set of values.”
By joining forces with J.S. Held, Simon Consulting, Mehner CPAs, and Cohen Volk gain access to additional resources and experts to provide clients with an expanded suite of technical and scientific, financial, and strategic consulting services.
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.