Case Studies
J.S. Held Acquires GLI Advisors, Strengthening Our Construction Project Support Services in the Western US and Hawaii
Read MoreThe Company was a $60 million manufacturer of a wide range of Industrial Scales based in Kansas City, MO.
Due to a competitive, price-sensitive marketplace, the Company’s profit margins were beginning to erode. Rising costs in manufacturing and distribution also contributed to reductions in profit. These issues, coupled with an “out-of-formula” asset-based credit facility, were leading to an impending liquidity crisis.
Our experts assisted the Company’s management as they consolidated distribution, streamlined manufacturing, and restructured sales commissions. J.S. Held also assumed the role of CFO and assisted management with eliminating more than $5 million in costs. As the situation stabilized, J.S. Held successfully refinanced the Company’s credit facilities with a lender that was able to support the Company’s liquidity needs. As a result of J.S. Held’s efforts, the Company stabilized, and its business returned to profitability.
Joe Nappi, CTP
Senior Managing Director
Strategic Advisory Practice
+1 617 600 3602
[email protected]
> Executive Leadership and Interim Management Services
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.
> Office of the CFO & Corporate Finance Support
The financial function is a critical partner in value creation in most businesses. We provide unparalleled support to the Office of the CFO to shape organizational strategy and enhance long-term business value. As CFOs and finance leadership across sectors face increasing demands, understaffing, and unprecedented challenges, we deliver guidance regarding financial planning and operations improvement, risk mitigation, and strategic business intelligence.
> Investor Solutions and Corporate Performance Improvement
We help organizations and investors unlock enterprise value through operational excellence, strategic execution, and informed decision-making. Whether navigating a merger or acquisition, scaling through hypergrowth, or turning around underperforming assets, our experts deliver hands-on, results-driven support across the investment lifecycle.