Case Studies
J.S. Held Strengthens Forensic Accounting Expertise for Marital and Commercial Disputes with Acquisition of Forensic Accountants & Consultants
Read MoreThe company manufactured and distributed heating, cooling, and ventilation products for commercial, industrial, agricultural, retail, horticultural, and residential applications. For more than 70 years, it served customers in more than 25 countries. The company’s senior lender retained our team to evaluate the business, oversee liquidity, and provide strategic guidance.
Our team assessed the company’s financial condition on behalf of the senior lender, prepared monthly financial statements and borrowing-base forecasts, and developed a diagnostic assessment, strategic business plan, and actionable recommendations. We evaluated strategic alternatives and prepared a reorganization plan to support the company’s restructuring and value-maximization efforts.
> Lender Advisory
We have advised thousands of troubled and distressed middle market companies across nearly every industry, often exceeding expected recoveries for lenders and other stakeholders. We provide lenders with objective, data-driven analysis and solutions, enabling them to protect their interests and maximize recoveries in difficult situations.
>Turnaround and Restructuring Services
Navigating the many challenges confronting a company in transition requires an operationally focused approach that looks beyond the balance sheet to minimize further degradation and build a path to sustainable growth. Drawing upon decades of experience in the turnaround space, we help companies in transition identify practical strategies to improve profitability and liquidity for immediate relief, while concurrently developing and executing a comprehensive turnaround plan for long-term, sustainable value creation.
