J.S. Held Acquires IPFC Corp.

J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

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November 18, 2021
IPFC Corp. Joins J.S. Held
IPFC Corp. Joins J.S. Held

Bringing IPFC into J.S. Held expands our service offering in intellectual property valuations and disputes while also strengthening our depth of expertise in commercial damages.


JERICHO, N.Y. – November 18, 2021 – Global consulting firm J.S. Held announced today that it has acquired substantially all of the assets of IPFC Corp., a consulting firm based in Houston, Texas. Established in 2008, IPFC provides forensic accounting, economic, valuation, and expert consulting services to law firms, corporations, educational institutions, government agencies, and individuals in the context of business transactions and disputed matters, including intellectual property infringement actions and commercial litigation.

IPFC has provided opinions and expert testimony in state and federal courts across the United States, as well as foreign jurisdictions, evaluating financial and economic damages in the form of lost profits, price erosion, reasonable royalties, convoyed sales, cost savings, feasibility of design around alternatives, unjust enrichment, and corrective advertising, among other areas. IPFC has also provided opinions and expert testimony in Section 337 investigations before the International Trade Commission, with a focus on economic domestic industry, remedy, bond, and public interest issues.

“This acquisition furthers the strategic growth of our Financial Investigations Division,” said Max Flynn, Senior Executive Vice President of J.S. Held. “Bringing IPFC into J.S. Held expands our service offering in intellectual property valuations and disputes while also strengthening our depth of expertise in commercial damages.”

The IPFC team holds individual certifications and credentials that include Accredited Valuation Analyst (AVA), Certified in Financial Forensics (CFF), Certified Licensing Professional (CLP), Certified Public Accountant (CPA), and Master of Business Administration (MBA).

“Our mission is to provide clients with the best service, guidance, and expert economic and financial analysis,” said W. Todd Schoettelkotte, President and Managing Director of IPFC Corp. “We are very excited to join J.S. Held and continue our professional growth. The complexity of intellectual property and commercial disputes will only continue to increase, and access to J.S. Held’s additional resources and diverse experts will allow us to serve our clients at the highest level for years to come.”

IPFC joins the J.S. Held team of more than 1,500 professionals around the world. By joining forces with J.S. Held, IPFC gains access to additional resources and experts to provide clients with an expanded suite of technical and scientific, financial, and strategic consulting services.

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.

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, 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.
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