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J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreThomas "Tom" Caulfield joined J.S. Held's Strategic Advisory Group in January 2024 as a member of Phoenix Management. He brings strong analytical, financial, and strategic expertise to organizations navigating transitions across the software-as-a-service (SaaS), manufacturing, wholesale, and healthcare sectors, using a data‑driven approach to assess performance, evaluate risk, and identify opportunities that support informed, actionable decision‑making. By collaborating closely with stakeholders to define objectives and deliver insights, Tom provides clarity and precision by considering financial, operational, and market factors, thereby providing leadership teams with a reliable foundation for strategic decisions.
Tom's background includes extensive experience in investment banking analytics, developing financial models to assess valuation drivers and analyze market conditions in complex transactions. He also has experience building scalable data models and performing detailed financial analyses, including revenue forecasting, cost analysis, and financial statement interpretation.
Tom holds a Master of Business Administration (MBA) with a concentration in Finance from Drexel University’s LeBow College of Business and a Bachelor of Science in Business Administration from Birmingham‑Southern College.
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