Investor Services

Executive Leadership & Interim Management Services

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

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When portfolio companies face critical vacancies and skill gaps, our experts step into executive and management roles and serve as part of the organization’s leadership team.

Whether an opening is a result of a recent officer resignation, the need for added support during busy periods, or to bridge an extended job search for the right individual, we provide experienced executives who ensure stability and immediately add value.

We have extensive, hands-on operating expertise and provide strategic advisory and tactical execution support to address our clients’ management needs.

We have served as on-site CEOs, CFOs, COOs, CROs (Chief Restructuring Officer), CIOs (Chief Integration Officer), CISOs (Chief Information Security Officers), CIPOs (Chief Intellectual Property Officers); as well as management support roles, including Controllers and Plant Managers; and a variety of other staff and line positions spanning a wide array of situations and industries. Our professionals often serve as liaisons with our clients’ lenders, creditors, customers, suppliers, unions, employees, board members, and other constituents.

Executive Leadership
  • Board Advisory
  • Office of the CFO & Corporate Finance Support
  • Organizational Strategy
  • Project Management
  • Risk Assessment & Mitigation
Interim Management
  • Chief Executive Officer
  • Chief Financial Officer
  • Chief Information Security Officer
  • Chief Integration Officer
  • Chief Intellectual Property Officer
  • Chief Operating Officer
  • Chief Restructuring Officer
  • Operational Support - General Manager, Plant Manager, Purchasing Manager
Board Advisory

Our experts serve as independent directors and provide board advisory services for companies of all sizes, ownership structures, and industry sectors. Our unique blend of operational, financial, and transactional expertise allows us to advise a Board of Directors regarding the totality of its situation and the potential ramifications of the various courses of action or inaction.

In many cases, the Board’s role as a constructive resource for management teams—a fiduciary regarding financial oversight and a body that represents all stakeholders—is enhanced by the addition of a third-party perspective.

Our board participation and advisory services deliver value in a variety of situations, including:

  • In transition, after an interim management assignment has been completed
  • After a complex period of financial or operational restructuring, as an independent director or advisor
  • While examining the possible sale of a company or operating division and/or evaluating offers to purchase the company
  • While determining potential insolvency action strategies, including bankruptcy, receivership, or other out-of-court resolutions
  • When establishing board representation for a specific investor constituent
  • When intra-board disputes exist and need resolution
  • When an independent director is needed
Interim Management

Providing stability and decisiveness in complex situations, our experts step into an organization’s leadership team and shoulder the responsibility of making difficult decisions unburdened by historical and emotional issues that often cloud decision-making. We bring credibility to our engagements and serve as a stabilizing force for all constituents as we build consensus, direct or support the business needs of our clients, instill stability, and enhance enterprise value.

Integration & Project Management

For most portfolio companies, managing an integration or value creation project is an infrequent role or responsibility, which can be risky, costly, and time-consuming when not managed with focus and accountability. Depending on a portfolio company’s needs, we bring objectivity, experience, and decisiveness to the project, enabling business leaders to get back to managing their day-to-day operations and continue growing their businesses. We may serve in a leadership role such as Chief Integration Officer, as an overall project manager, lead individual initiatives, or serve in an implementation role.

Office of the CFO & Corporate Finance Support

Leveraging the diverse accounting, finance, operations, investment banking, investing, and consulting expertise across our team, we lead our clients toward stability and value maximization. From businesses in transition to businesses in transaction, we provide a full range of value-focused services spanning the entire enterprise lifecycle. Our services bridge talent gaps and create value through data-driven insights and industry expertise. Our services include:

Interim Management

  • Interim CFO
  • Interim Controller
  • Interim Accounting Support
  • Treasury Support Functions
  • Corporate Finance Functions

Analytics

  • Accounting & Financial Reporting
  • Business Intelligence
  • Financial Planning & Analysis (FP&A) Support
  • Cost Optimization
  • Cash Conversion Enhancement
  • Value Creation Analytics

Investment Banking

  • Capital Markets Advisory
  • Mergers & Acquisition (M&A) Advisory
  • Sell-Side Preparation
 
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