J.S. Held provides a single-source solution for distressed and high-growth companies. From strategy to execution, we help clients overcome complex enterprise challenges and realize long-term, sustainable business value.

Learn Why We're Better Together

Hear from our Strategic Advisory Practice Lead Michael Jacoby on the expanded benefits for our colleagues, clients, and partners.

Through the integration of Phoenix Management Services, Stapleton Group, and MorrisAnderson into the J.S. Held Strategic Advisory Group, our team has grown to more than 80 professionals across the United States advising debtors, lenders, creditors, legal counsel, investors, and boards of directors in matters including turnaround & restructuring, bankruptcy, fiduciary services, operational performance improvement, transactions, and disputes.

Our depth of operational and financial expertise — backed by the multidisciplinary technical and scientific capabilities of our global colleagues — uniquely positions J.S. Held to solve our clients’ most complex challenges.

Learn Why We're Better Together

Hear from our Strategic Advisory Practice Lead Michael Jacoby on the expanded benefits for our colleagues, clients, and partners.

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Michael E. Jacoby

Senior Managing Director | Strategic Advisory Practice Lead

Mobile: +1 610 888 9704
Office: +1 484 841 6808

[email protected]

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David Stapleton

Senior Managing Director

Office: +1 213 235 0601

[email protected]

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Dan F. Dooley

Senior Managing Director

Mobile: +1 630 660 8952

[email protected]

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Our Strategic Advisory Service Areas

Solutions for Distressed Situations

Investor Solutions and Corporate Performance Improvement

Investment Banking

Assignment for the Benefit of Creditors (ABC)

Bankruptcy Advisory

Fiduciary Services

Investigations and Litigation Support

Receiverships

Turnaround and Restructuring Services

Bankruptcy Advisory

Board Advisory and Independent Director

Business / Operational Assessment

Business Plan Validation

Chief Restructuring Officer (CRO) and Interim Management Services

Commercial Real Estate (CRE) Solutions

Debt Restructuring Services

Distressed Agribusiness Services

Lender Advisory

Liquidity Management

Out-of-Court Wind-downs

Why Our Teams Joined J.S. Held’s Strategic Advisory Group

“Phoenix Management’s breadth of client solutions expanded tremendously by joining J.S. Held’s global network, spanning 1,500 talented experts with deep technical and scientific know-how. We are thrilled to provide expanded expertise in leadership, finance, and operations as part of the newly formed Strategic Advisory Group, as well as unique insights into intellectual property and other intangible value drivers.”

Brian F. Gleason, CTP | Senior Managing Director

“Stapleton Group’s fundamental goal since inception has been serving our clients’ best interests. Joining forces with national restructuring experts at J.S. Held’s Strategic Advisory Group has broadened our capacity, capabilities, and market reach. Together, our single-source solution for distressed and high-growth companies nationwide and beyond enables us to continually improve client outcomes.”

David Stapleton, CPA, CLPF | Senior Managing Director

“MorrisAnderson’s strong reputation as a market leader in financial restructuring and operational consulting in the Midwest has catapulted to a more national presence with expanded industry expertise since we joined J.S. Held’s Strategic Advisory Group. J.S. Held’s global footprint and complementary practice areas also enable us to provide a wider array of one-stop services to our clients.”

Dan F. Dooley, CTP | Senior Managing Director

Our Featured Engagements From Decades of Experience Across Industries

Featured Insights

Check out our latest white papers, research reports, educational seminars, speaking engagements, and articles impacting businesses, society, the economy, and the environment.

Perspectives

The Case for Out-of-Court Winddowns

Perspectives

Unlocking Organizational Capacity for Change: A 6Cs Framework for Private Equity Transformation and Value Creation

Perspectives

Tariffs and Trade Series: What Investors Need to Know

View All Insights

IN THE NEWS

J.S. Held Expands Strategic Advisory Practice with Acquisition of MorrisAnderson

Based out of Chicago, MorrisAnderson is a nationally recognized market leader in financial and operational consulting that helps clients facing operational challenges or distressed situations, raising capital, or involved in a Chapter 11 bankruptcy case.

Under the leadership of Dan Dooley and Mark Welch, MorrisAnderson has built a strong reputation for expertise in turnaround and restructuring, bankruptcy, transaction, and dispute advisory services – helping clients mitigate risk and realize long-term, sustainable business value.

To learn more, view the press release.

Industry Recognition

ABF Journal recognizes specialty finance experts Michael Jacoby and Kevin Doyle as “Legends & Leaders” for their outstanding impact on the specialty finance industry.

Michael Jacoby, J.S. Held Strategic Advisory Practice Lead, is recognized as an “Icon”, an industry leader and long-standing figure with enduring influence in asset-based lending and factoring.

Kevin Doyle, Director in our Strategic Advisory practice, is recognized as a “NextGen Leader”, a rising star paving the way forward.

Learn more about their recognition.

Expanded Fiduciary Expertise

Lenders, attorneys, federal & state courts, and federal regulatory agencies trust our experts in situations demanding a third-party fiduciary for companies in distress, entrenched in complex disputes, or when fraud is suspected.

Serving as Federal and State Receiver, Bankruptcy Trustee & Examiner, and Assignee for the Benefit of Creditors, we design and implement recovery strategies to maximize value for all stakeholders. Our solutions derive from deep and diverse industry experience and multidisciplinary expertise across our more than 1,500 technical, scientific, financial, operational, and strategic experts.

To learn more about our role as fiduciaries in court-mandated and out-of-court situations, click here.

Investor Services

Platform and add-on acquisitions hold great promise and expectations, but also come with significant investment risk. There are unique financial, operational, strategic, and transactional factors throughout the investment lifecycle that influence the success of an acquisition and the overall enterprise.

We leverage specialized operations, integration, finance, investment banking, accounting, technical, and scientific expertise to help investors navigate complex investment decisions, identify and capitalize on business opportunities, and protect their investments.

To learn more about how we advise investors, click here.

Operational Performance Improvement

Navigating the many challenges confronting a company in transition requires an operationally focused approach that looks beyond the balance sheet to effectively turn the business around and build a path to sustainable growth. The same principles apply to an organization seeking to enhance operations and business performance.

With decades of business management and diverse industry experience, our Strategic Advisory experts help companies transform processes, people, and systems – from strategy development through plan execution with hands-on guidance and resource support – to improve operations and drive long-term business value.

To learn more about our operationally focused business solutions and specialized turnaround and restructuring expertise, click here.

J.S. Held Acquires Stapleton Group & Announces Launch of Strategic Advisory Practice

J.S. Held welcomes the team from Stapleton Group and announces the launch of its Strategic Advisory practice, led by Michael Jacoby. The acquisition further strengthens J.S. Held’s restructuring capabilities, spanning bankruptcy, receiverships, and turnaround, while adding specialized expertise in the real estate and agribusiness industries.

Click here to read the press release.

Industry Leaders

Strategic Advisory at J.S. Held is multi-faceted and enriched by a legacy of risk management that results in solutions that are as comprehensive as they are actionable.

Through our combination of technical, scientific, and financial expertise and unrivaled understanding of both tangible and intangible assets, we help investors, executives, and boards of directors navigate complex situations and realize long-term, sustainable business value.

To learn more about our strategic advisory experts and the solutions we deliver, click here.

J.S. Held Expands Strategic Advisory Group with Acquisition of Phoenix Management

Phoenix Management helps companies build and maximize long-term enterprise value. Their services span strategic growth advisory, turnaround management, transaction advisory, and investment banking.

Click here to read the press release.

To view all J.S. Held news stories, click here.

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]

J.S. Held Trust Center

Do Not Sell My Personal Information

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 or Ocean Tomo Investments, a part of J.S. Held, member FINRA/SIPC. All rights reserved.

J.S. Held

Headquarters

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

J.S. Held Trust Center

Do Not Sell My Personal Information

Areas of Expertise

Technical & Scientific