Operational Strategy & Leadership Consulting Services

Our team leverages extensive and wide-ranging expertise to deliver strategic guidance and provide executive leadership to support companies throughout their lifecycle.

We provide critical guidance by taking a hands-on approach to ensure accountability while building the stabilizing pillars to maximize long-term enterprise value. With our experience leading companies through growth, transition, and distress, we are committed partners to Boards, owners, and stakeholders, providing independent direction, filling critical vacancies, and helping to set the course to improved performance.

Our Services

Board Advisory
Growth Strategies
Interim Management
Office of the COO & Operational Support

Operating Model Development
Operational Performance Improvement
Operational Support - General Manager, Plant Manager, Purchasing Manager
Organizational Structure & Efficiency Advisory

Program & Project Management
Risk Assessment & Mitigation
Strategic Planning

Growth Strategies

Our professionals provide specialized expertise in developing and implementing sustainable growth strategies. Explosive growth is often challenging to manage, and aligning operations to support growth can be even more difficult. We leverage our hard-won, experience-based expertise to balance your business model and help to effectuate a turnkey, scalable growth strategy.

Acting as an extension of client’s management teams, we assess the operations of both start-ups and established enterprises, identifying key assets and weak points to determine how to best position them for success. We help clients execute sound business plans, implement complex integrations, and develop financial plans that lead enterprises toward sustainability and stable growth. Our experts are deployed in the following situations, among others:

Potential acquisitions & integrations
Consolidation of operating facilities
Product launches
Contraction or consolidation initiatives
Systems initiatives & integration
Geographic expansion
Vertical or horizontal market expansion strategies

Office of the COO & Operational Support

Our experts are engaged to serve in executive leadership roles across the COO’s entire landscape to fill critical vacancies and skill gaps during times of need. Whether following a resignation from an organization’s COO, providing additional assistance during a transitional period, or bridging the gap during an extended job search, our experts are frequently called on to serve in interim management roles to provide stability, decisiveness, and improvements to an organization’s operations.

We serve as strategic, accountable leaders in operations management roles to provide stability and augment current resources to quickly effectuate change. We provide short-term leadership for an organization and enable a permanent successor to onboard and operate more quickly and effectively.

Situations in which we perform in a support role to the Office of the COO include:

Division President - taking complete accountability for operations across all functions
General Manager - to stabilize & revitalize a struggling manufacturing operation
COO - to provide temporary support to the CEO, refreshing strategy & execution
Supply Chain Director - to redesign end-to-end flow of materials
VP of Operations - to backfill, carry & improve troubled fabrication operations
Independent Transformation Leader - driving programs of operations improvement projects
Continuous Improvement Leader - to kickstart a new culture committed to positive change

Organizational Structure & Efficiency

With every engagement, our experts evaluate the management team involved, whether formally or informally. We gauge the talent and controls of all business sectors, assessing how each entity works together and whether roles and responsibilities are aligned appropriately.

We understand the importance of a strong organizational structure that properly fits its respective company. We help organizations recognize key players and assign responsibility and skill sets where they fit best. Working in a mentorship capacity, we support team members in their evolved roles, organizing duties and workflows so businesses can focus their attention on larger-scale efforts in the future.

Project Management Services

Our experts are strategic thinkers who offer hands-on practical guidance to transformation initiatives. We bring a wealth of experience managing projects that solve organizational problems, improve performance, and effectuate positive change. Across a variety of applications, our professionals take ownership and accountability for project outcomes and drive execution by leveraging best practices and transparent, thorough communication.

Common applications of our project management services include:

Purchasing controls & cost-optimization program implementation
Intercompany transfers between sites
Integration initiatives & Transitional Services Agreements (TAS)
Inventory management process & controls
Materials forecasting process & accuracy analysis
NPI process & control implementation
Cost-saving programs
Environmental, Health & Safety & Sustainability Implementation & Operations
Site consolidation & relocation initiatives
Supply chain integration for acquired companies
Supply chain metrics development
Vendor management program implementation

Operational Risk Assessment & Mitigation

Leveraging the diverse skillsets and experience across J.S. Held, our operations experts can identify, assess, and develop risk mitigation strategies for current and future risks within an organization’s operations spanning:

Corporate Governance & Regulatory Compliance
Cyber Security & Information Governance
Environmental, Health & Safety
Financial Risk
Intellectual Property (IP) & Trade Secrets
Market & Product Risk
Politics & Government Relations
Property Portfolios
Organizational & Executive Reputation
Strategic Risk
Supply Chain Risk & Integrity
Sustainability & ESG
Technology

RELATED SERVICE AREAS Click the to view directory

Fiduciary Services – Receivers, Assignees, Trustees

Investor Services

Office of the CFO & Corporate Finance Support

Operational Value Creation

Turnaround & Restructuring Services

INDUSTRY INSIGHTS

Keep up with the latest research and announcements from our team.

J.S. Held

Headquarters

50 Jericho Quadrangle
Suite 117
Jericho, N.Y. 11753
+1 516 621 2900
[email protected]

Service Organization Control (SOC) 2 Type II

Areas of Expertise

Technical & Scientific

Strategic Advisory

Financial Investigations, Valuation & Risk

Digital & Data

Insights

White Papers & Research Reports

Perspectives

Educational Seminars & Events

Markets Served

About J.S. Held

Media Relations

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.

Member FINRA | SIPC