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Introduction to Special Situation Investment Banking

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Introduction to Special Situation Investment Banking


Presenter(s): To Be Announced
C.E. Credit(s): To Be Approved
C.L.E. Credit(s): To Be Approved
Approved In: To Be Approved

Learn about:

  • What is a “Special Situation” Transaction and expertise required
  • Process considerations and typical timelines for engagement with an investment banker
  • Seller valuation considerations and methods for M&A transactions
  • Company financing considerations and typical timelines

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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
J.S. Held

Headquarters

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

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
Markets Served

Geographies

Industries

Media Relations

[email protected]

© 2025 J.S. Held LLC.  

All Rights Reserved.

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