Case Studies
J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreAs the result of a precipitous drop in oil prices, demand from oil producers for services from an electrical engineering company servicing the oil and gas industry declined dramatically. Management’s expense reductions to right-size the business were not fast and deep enough. As a result, its senior lender lost faith in management’s financial projections.
The borrower engaged J.S. Held as financial advisor to create a cash flow projection model and guide its shareholders through a refinancing or, if the refinancing failed, selling the business.
After being engaged as financial advisor, J.S. Held successfully intermediated a refinancing between the defaulted borrower and its lender by:
Obstacles & Our Solutions
David Stapleton, CPA, CLPF
Senior Managing Director
Strategic Advisory Practice
+1 213 235 0601
[email protected]
> Debt Restructuring Services
When a company is in financial distress, our Strategic Advisory experts design and implement debt restructuring and refinancing strategies tailored to the company’s unique circumstances. We help middle-market businesses stabilize operations, improve liquidity, and optimize their capital structures.
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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.