Stapleton Group Joins Global Consulting Firm J.S. Held

Published on October 10, 2024

Stapleton Group joins J.S. Held

Stapleton Group is excited to announce it has joined global consulting firm J.S. Held as part of its Strategic Advisory practice. The business combination broadens Stapleton Group’s capacity, capabilities, and market reach while expanding growth opportunities for its team members.

J.S. Held’s global team of over 1,500 professionals combines financial, strategic, technical, and scientific expertise to advise clients seeking to optimize performance and value while mitigating risk. Its client base spans financial institutions, corporations, law firms, insurance companies, and government agencies across six continents.

“Our fundamental goal since inception has been serving our clients’ best interests,” said David Stapleton, founder and president of Stapleton Group. “Like Stapleton Group, J.S. Held is a client-centric trusted advisor, helping clients grow, overcome challenges, and make well-informed business decisions. 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.”

Highlights of Stapleton Group’s broader capabilities as part of J.S. Held include a national team of restructuring, turnaround, and operations performance improvement professionals for troubled businesses; expanded capacity for expert witness, forensic accounting, and litigation support engagements; expanded construction advisory services; and a larger team of fiduciaries designing and implementing strategic plans to maximize the recovery of capital for creditors.

Key new service offerings include business valuations, including real estate entities and intellectual property; compliance and regulatory consulting; business intelligence; sustainability consulting; environmental, health, and safety consulting; cyber security services; and political risk consulting.

The Strategic Advisory practice’s team includes well-respected restructuring professionals who joined J.S. Held with its acquisitions of Phoenix Management, led by Michael Jacoby, and Simon Consulting, led by Peter Davis. Together with Stapleton Group’s team, the group offers a wealth of knowledge and experience with resources spanning the United States.

Please contact David Stapleton for more information.

 

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 (CRD#: 132710/SEC#: 8-66628, or Ocean Tomo Investment Group, LLC, a part of J.S. Held, member FINRA/ SIPC. All rights reserved.