J.S. Held Launches Strategic Advisory Practice with Acquisition of Stapleton Group

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Oct 10, 2024, 11:07 ET

JERICHO, N.Y., Oct. 10, 2024 /PRNewswire/ -- Global consulting firm J.S. Held, proudly celebrating 50 transformative years, acquires Stapleton Group and announces the creation of the Strategic Advisory practice under the leadership of Michael Jacoby, CTP. The Stapleton Group acquisition further strengthens J.S. Held's restructuring capabilities, spanning bankruptcy, receiverships, turnarounds, ABCs, and other financial advisory services. Additionally, the acquisition adds specialized expertise in the real estate and agribusiness industries.

Founded in 2008, Stapleton Group, now a part of J.S. Held, is a full-service team of fiduciaries, financial advisors, turnaround experts, receivers, chief restructuring officers, and asset managers. The team has earned a strong reputation for helping companies overcome challenging situations, maximizing the recovery of capital for creditors and investors, and helping to resolve disputes between shareholders.

The acquisition of Stapleton Group builds upon the corporate finance expertise of Senior Managing Director, Peter Davis' team and J.S. Held's 2023 acquisition of Phoenix Management and Phoenix-IB, an independent licensed broker-dealer under federal and state securities law (CRD#: 132710/SEC#: 8-66628). The experts will combine to create the J.S. Held Strategic Advisory group.

"We look forward to introducing the Stapleton Group experts to our clients and referral sources, who will find our expanded geographic footprint and service offerings attractive," noted Senior Managing Director and new practice leader Michael E. Jacoby.

By joining J.S. Held, Stapleton Group clients now have access to more than 1,500 technical, scientific, financial, and strategic experts across five continents who provide specialized, complementary expertise in areas including dispute advisory; business enterprise, real estate, and intellectual property valuation; forensic accounting; capital projects advisory; compliance and regulatory consulting; business intelligence; ESG and sustainability consulting; environmental, health, and safety; political risk; M&A regulatory response; and cyber security, among others.

"Our fundamental goal since inception has been serving our clients' best interests," said Stapleton Group Founder and President, David Stapleton. "The time is right to broaden our capacity, capabilities, and market reach to continue to improve our client solutions, as well as to provide growth opportunities for our team members. We are excited about the opportunity to offer a single-source solution for distressed and high-growth companies with our new J.S. Held colleagues."

"Similar to what attracted J.S. Held to Phoenix Management, Stapleton Group is comprised of tenured, entrepreneurial, and visionary leaders with an unwavering focus on finance and operations, helping clients maximize enterprise value," added J.S. Held Chief Executive Officer, Jonathon Held.

"The addition of the Stapleton team further strengthens our expertise across many sectors, including agribusiness, real estate, construction, energy and power, manufacturing, retail, telecom, transportation, and others," added new J.S. Held President and COO Lee Spirer.

Clearsight Advisors served as financial advisor to Stapleton Group in connection with the transaction.

Stapleton Group is now part of the dedicated and entrepreneurial team of experts who help transform J.S. Held. Explore our story and celebrate this momentous milestone, our 50 & Forward celebration, with us at jsheld.com.

About J.S. Held

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

More than 1,500 professionals serve organizations across six continents, including 81% of the Global 200 Law Firms, 70% of the Forbes Top 20 Insurance Companies (85% of the NAIC Top 50 Property & Casualty Insurers), and 65% of the Fortune 100 Companies.

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, its affiliates and subsidiaries are not law firms and do 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.

Kristi L. Stathis | Global Public Relations | +1 786 833 4864 | [email protected]

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