Strategic Advisory

Investor Services

J.S. Held Strengthens Family Law Practice with Asset Acquisition of Luttrell Wegis

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Platform and add-on acquisitions hold great promise and expectations – they also come with investment risk. The difference between synergy and stagnation can be the partner you leverage throughout the process, from due diligence through deal close and integration.

We provide a full range of services to help maximize enterprise value. Our experienced professionals deliver practical and effective insights by distilling financial, operational, strategic, and transactional complexity into actionable opportunities and tangible execution.

Our team is guided by one common goal: driving enterprise value.

Our comprehensive suite of services provides investors with a unique, turnkey investor solution with global reach. Leveraging decades of experience across a wide range of sectors, we provide clients with accounting, finance, operations, investment banking, integration, consulting, technical, and scientific expertise. Working in collaboration with management, our experts deliver strategic guidance and implementation advisory supported by well-informed, data-driven decision-making throughout the investment lifecycle. 

Transaction Diligence & Support
  • Business Intelligence
  • Carve-Out & Divestiture Planning
  • Commercial Real Estate (CRE) Valuation
  • Competitor Research & Analysis
  • Cryptocurrency Market, Blockchain Technology & Digital Asset Diligence
  • Cyber Security Diligence
  • Environmental, Health & Safety Due Diligence & Risk Assessment
  • Financial & Accounting Diligence
  • Government Relations Advisory
  • Human Resource System Reviews
  • Intellectual Property Advisory
  • Market Entry Analysis
  • Operational Diligence
  • Political & Reputational Risk Analysis
  • Sell-Side Preparation Services
  • Supply Chain Diligence
  • Sustainability & ESG Diligence
  • Tangible & Intangible Asset Valuations
  • Tax Diligence
Integration Planning & Execution
  • 100-Day Planning & Execution
  • Acquisition Integration Services
  • Carve-Out & Divestiture Execution
  • Corporate Governance & Regulatory Compliance Services
  • Cyber Security & Information Governance Consulting
  • Environmental, Health & Safety Integration Services
  • Financial Planning & Analysis (FP&A) Services
  • Intellectual Property Management Consulting
  • Post-Merger Integration Services
  • Sustainability & ESG Integration Services
  • Technology Consulting
  • Transition Services Agreements (TSA)
  • Working Capital Management Services (Disputes & Liquidity Management)
Executive Leadership & Interim Management Services
  • Board Advisory
  • Chief Integration Officer
  • Chief Restructuring Officer
  • Interim Management
  • Office of the CFO & Corporate Finance Support
  • Operational Support - General Manager, Plant Manager, Purchasing Manager
  • Project Management
Operational Value Creation
  • Growth Strategies
  • Operational Advisory Services
  • Organizational Strategy & Risk Management
  • Performance Improvement
  • Profit Improvement
  • Revenue Enhancement
Our Differentiated Approach

Our hands-on approach allows our experts to operate at the tip of the spear, leading the transformation of an organization with purpose and positioning them for long-term, sustainable growth:

  • We are a partner our clients leverage throughout the lifecycle of their investment—from due diligence to deal close, integration, and value creation.
  • We provide operationally focused business solutions to address the diverse challenges of companies across a myriad of industries.
  • We are an experienced partner who views each situation objectively and takes the appropriate operational steps to grow an enterprise and create sustainable value.
  • Our team has diverse backgrounds and are expert problem-solvers. We leverage our ability to rapidly assess a situation, develop a holistic solution, and execute with purpose.
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