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J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreStephen Potts, MBA, CIRA, joined J.S. Held’s Strategic Advisory Group in October of 2024 as part of J.S. Held's acquisition of Stapleton Group. Stephen is a corporate advisory professional with extensive experience in financial restructuring and operational turnaround. His work focuses on identifying and resolving inefficiencies that impact liquidity and hinder a company’s ability to meet its financial obligations. He applies a data-driven approach to assess both quantitative metrics and qualitative factors, delivering strategic solutions tailored to the specific needs of distressed and underperforming businesses.
Stephen has advised companies across a broad range of industries, including infrastructure, energy, retail, and manufacturing. His expertise spans both in-court and out-of-court restructurings, where he has guided clients through complex financial landscapes to achieve sustainable outcomes. His background includes successful execution of mergers and acquisitions for both distressed and solvent entities, with a focus on maximizing value and ensuring operational continuity.
In his current role, Stephen provides advisory services to companies navigating financial distress. His areas of specialization include cash flow optimization, vendor management, balance sheet restructuring, and developing financial models to support strategic decision-making. His experience at leading financial advisory firms has equipped him with the tools to manage high-stakes engagements with precision and insight.
Stephen holds a Master of Business Administration from the Kellogg School of Management at Northwestern University and a Bachelor of Science in Finance with a minor in Management from Bentley University.
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