Case Studies
J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreOur team achieved a 100% recovery for a senior secured creditor after its borrower, a 15-year-old tree trimming company, faced insolvency when a key customer, comprising 70% of its revenues, went bankrupt. The equipment-intensive, leveraged business immediately became non-compliant with its loan covenants and failed to pivot operations to generate cash through equipment sales or leases.
Concerned about the company’s viability, the senior secured lender recommended hiring a financial advisor and introduced our team. We quickly evaluated the company’s operations and assets to design and implement a recovery plan. Our key actions included:
Our Solutions
David Stapleton, CPA, CLPF
Senior Managing Director
Strategic Advisory Practice
+1 213 235 0601
[email protected]
Matt Flahive, CIRA
Director
Strategic Advisory Practice
+1 213 235 0611
[email protected]
> 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.