J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreThrough our affiliated broker-dealer, we provide access to middle-market investment banking services that deliver expertise in traditional, special situations, technology, and intellectual property (IP) engagements.
These services include mergers and acquisitions (M&A), capital markets, and strategic advisory across a range of industries, circumstances, and transaction types. Our experts navigate complex engagements with tailored strategies designed to help clients achieve optimal outcomes.
Securities offered through PM Securities, LLC, d/b/a Phoenix IB, or Ocean Tomo Investments, a part of J.S. Held, member FINRA/SIPC.
We facilitate access to high-touch investment banking services, centered around collaborative relationships built on trust. Together with our clients, we define clear goals and assess potential and optimal transaction outcomes.
Our recommendations are informed by real-time market insights into the client’s industry and capital markets. Once a strategy is defined, our affiliated broker-dealer implements processes designed to execute with precision and urgency.
We deliver comprehensive services designed to support financing strategies across the full capital structure, particularly for clients navigating complex growth or funding situations.
Our team employs a highly customized and collaborative approach to deliver solutions that fit each client’s needs, providing financing alternatives across the entire capital structure. We support clients in raising adequate funds, allowing them to execute strategic plans, expand their businesses, and pursue long-term value creation. This includes helping transitioning, rebounding, or early-stage companies explore non-traditional sources of capital to support their recovery or growth goals.
Learn more about our capital markets advisory services.
We advise in buy-side and sell-side engagements, corporate divestitures, mergers, and the evaluation of M&A alternatives for traditional, special situations, technology, and intellectual property (IP) focused enterprises.
Our team connects clients with a broad network of both strategic and financial counterparties, helping foster competitive dynamics that support favorable transaction outcomes. We thoughtfully tailor each engagement to our client’s needs, collaborating with them at every stage, from identifying potential buyers or sellers to initiating discussions, managing due diligence, and supporting final negotiations.
A key differentiator is the global expertise provided by our affiliated in-house technical, scientific, operational, and financial experts. Our collective experience helps us understand the unique value drivers of each business and the top-to-bottom synergies that contribute to strong partnerships.
Learn more about our M&A advisory services.
We deliver extensive, specialized expertise in special situations restructuring and intellectual property (IP) driven enterprises to help clients maximize business value, navigate financial challenges, and recalibrate debt obligations through out-of-court refinancing, financial restructuring, and/or a recapitalization process.
Our restructuring advisory services are tailored to optimize and enhance clients’ balance sheets—during any stage or situation—regardless of industry, objectives, or business characteristics. Leveraging decades of experience and a broad network of industry relationships, we help reconfigure an organization’s financial structure in a manner that is both realistic and aligned with our client’s specific needs and objectives.
Learn more about our restructuring advisory services.
We deliver advisory services focused on a wide range of strategic financial matters, grounded in our ability to value intellectual property (IP) from a bottom-up qualitative perspective, as well as from top-down quantitative methodologies. Our work facilitates strategic IP-driven transactions, mergers and acquisitions, and IP portfolio optimization and rationalization, as well as competitive positioning.
We provide IP-based services and products to corporations rich in intangible assets who are looking for non-traditional ways to approach their structural, capital, and strategic issues.
Through PM Securities, LLC, our FINRA-registered broker-dealer affiliate, we work with clients to raise capital for a variety of strategic purposes. Depending on their unique business needs, we assist in raising equity, debt, and/or off-balance sheet financing.
Learn more about our intellectual property investment banking services.
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