Strategic Advisory

Operational Value Creation

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

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We provide operationally focused business solutions to address the diverse challenges of companies across a myriad of industries.

We take a hands-on approach with clients to transform processes, people, and systems to improve operations. Our approach puts our experts at the tip of the spear, leading the transformation of an organization with purpose and positioning them for long-term, sustainable growth. Our professionals leverage extensive experience and wide-ranging expertise to deliver strategic guidance that establishes stabilizing pillars to build and maximize long-term value. We help identify areas of opportunity across the business landscape, develop improvement strategies, and implement them to optimize performance.

Organizational Performance Improvement
  • Operational Advisory Services
  • Profit Improvement
  • Revenue Enhancement
Organizational Strategy & Operations Leadership
  • Growth Strategies
  • Office of the COO & Operational Support
  • Operating Model Development
  • Organizational Structure & Efficiency
  • Program & Project Management
  • Risk Assessment & Mitigation
  • Strategic Planning
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
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)
Our Process

We provide strategic guidance through assessments, development of improvement plans, and active leadership to help drive performance improvements from the revenue cycle to product/service delivery. We deliver specialized sales, operations, and financial expertise that drives long-term value for organizations and their stakeholders, whether they are growing, underperforming, or experiencing disruption. Our process is delivered in four distinct steps that work in concert to identify opportunities and execute with a sense of urgency:

  • Assess – identify opportunities
  • Improve – develop & implement solutions
  • Operate – lead organizational change
  • Integrate – optimize integration value
Rapid Operational Evaluation (ROE)

An independent view can be integral to understanding issues and opportunities when forming a plan to improve. Our experts can provide a quick assessment of an operation. We rapidly get “boots on the ground” to provide critical insight from our seasoned professionals with deep experience in thousands of operational situations.

Our Subject Matter Experts

Our professionals leverage a deep understanding of organizational and process enhancements across the operational landscape and utilize proven methods to improve efficiency and effectiveness. Our services enhance an organization’s ability to drive topline growth, improve profitability, proactively improve processes, and overcome unforeseen operational disruptions. Our team is comprised of:

  • Business Intelligence Consultants
  • Certified Commercial Cannabis Experts
  • Certified Licensing Professionals
  • Certified Public Accountants
  • Change Management Experts
  • Chief Revenue Officers & Sales Leaders
  • Compliance, Sanctions & Regulatory Experts
  • Construction & Real Estate Experts
  • Cyber & Information Governance Experts
  • Environmental, Health & Safety Experts
  • Former C-Suite Executives
  • Intellectual Property Value, Risk & Strategy Experts
  • Operational Performance Experts
  • Patent, Technology & Equipment Experts
  • Political Risk & Government Relations Experts
  • Process Optimization Experts – Lean, Six Sigma, CPIM, Supply Chain
  • Profit & Loss Optimization Experts
  • Project Management Experts – PMP Certified, PMI-related Methodologies
  • Sustainability & ESG Advisors
Our Clients
  • Private Equity Funds
  • Family Offices
  • Regulated & Non-Regulated Lenders
  • Closely Held Private Companies
  • Board of Directors
  • Stakeholders within the Capital Structure
We Are Engaged in Matters Involving
  • Operational Transformation & Improvement
  • Change Management & Leadership
  • Augmenting Special Projects / Project Management
  • Business / Enterprise Planning
  • Changes in Organizational Structure
  • Leadership Competency Analysis
  • Physical Inventory Management
  • Product Development Strategy
  • Sales Transformation & Revenue Improvement
  • Sourcing Strategy
Expertise Across the Operational Landscape

We deliver specialized expertise in the assessment and improvement of an organization’s processes across the entire operational landscape. Our customized approach can address any of the main functional areas of an organization’s operations, including:

  • Acquisition Integration
  • Business Intelligence & Data Analytics
  • Commercial Real Estate
  • Continuous Improvement
  • Corporate Governance & Regulatory Compliance
  • Cyber Security & Information Governance
  • Environmental, Health & Safety
  • Facility Management
  • Financial Management & Reporting
  • Intellectual Property
  • Leadership & Strategic Planning
  • Maintenance
  • Product & Inventory Management
  • Production
    • Planning & Capacity Management 
    • Production Flow
    • Execution & Control
  • Project Management
  • Quality Management
  • Resource Management
  • Sales & Revenue Enhancement
  • Supply Chain Assessment, Optimization, Innovation & Integrity
  • Sustainability & ESG
 
Featured Engagements
     
 
INDUSTRY INSIGHTS
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Our Experts