Case Studies
J.S. Held Strengthens Forensic Accounting Expertise for Marital and Commercial Disputes with Acquisition of Forensic Accountants & Consultants
Read MoreThe company was a Midwestern farm and ranch retailer operating 25 stores across Wisconsin, Illinois, Indiana, Michigan, and Ohio, with two additional locations planned. Our team was engaged to assess the business and develop strategic alternatives.
Our team prepared a teaser and confidential information memorandum, created a monthly financial model, developed a plan of reorganization, and identified opportunities for expense reduction and lease restructuring. We led a strategic sale process through the Chapter 11 proceeding, resulting in a Section 363 sale to a strategic acquirer in the Midwest. The company continued operating under new ownership, repaid its senior debt in full, and generated a return on capital exceeding 20 percent.
> Bankruptcy Advisory
Navigating bankruptcy is inherently complex, often involving struggling businesses, litigation, incomplete or inaccurate financial records, potential fraud, and other challenges, in addition to strict court-mandated processes. Our experienced team of turnaround and restructuring experts seamlessly guides clients throughout the process to optimize outcomes for lenders, creditors, shareholders, and employees.
> Turnaround and Restructuring Services
Navigating the many challenges confronting a company in transition requires an operationally focused approach that looks beyond the balance sheet to minimize further degradation and build a path to sustainable growth. Drawing upon decades of experience in the turnaround space, we help companies in transition identify practical strategies to improve profitability and liquidity for immediate relief, while concurrently developing and executing a comprehensive turnaround plan for long-term, sustainable value creation.
