Global consulting firm JS Held proudly celebrates 50 transformative years of providing strategic advice to a broad range of clients, including 65% of Fortune 100 executives, boards of directors and financial investors.
Strategic advice at JS Held has many facets and can draw on many years of experience in risk management, which leads to solutions that are both comprehensive and implementable. JS Held Strategic Advisory’s clients benefit from a select group of technical, scientific and financial experts, entrepreneurs with an unrivaled understanding of tangible and intangible assets, ensuring that clients’ advice is not just theoretical, but based on real experiences and innovations is based. Whether addressing a unique situation or improving a company’s operations, every strategic consulting engagement begins with understanding the client’s overall concerns and goals.
In general, our mandate is through:
- Senior executives of operating companies
- Public and private investors
- Supervisory boards of companies
- Investment banker
- Legal advice
- Business consultant
Michael Jacoby, CTPfrom Phoenix Management, part of JS Held, which has advised more than 400 clients in a variety of industries, including serving as an independent director and interim manager for 30 companies, states: “JS Held’s diverse range of experts ensures that the strategic advice we offer to companies of all sizes is practical, based on real-world experience and designed to deliver meaningful and lasting impact.
James E. (Jim) Malackowski, CPA, CLPby Ocean Tomo, part of JS Held: “In today’s knowledge economy, where 90% of a company’s value consists of intangible assets, intellectual property (IP) is often a company’s most valuable asset. At JS Held, we know that intellectual property is not just a legal matter – it is a crucial element for strategic business decisions and financial evaluation. Jim continues: “Our experts are uniquely positioned to advise on the complexities of valuing intellectual property and help clients realize the value of their innovations in the marketplace.” This multi-dimensional insight enables JS We want our clients to Provide them with tools to protect, use and exploit their intellectual property.
Greg Esslingera former attorney and former FBI Special Agent in the International Counterterrorism Division who has decades of experience advising companies and their attorneys in the areas of international compliance, cross-border investigations and risk management, illuminates the unique and complex dynamics at play Frontier, emerging and industrialized countries prevail when companies consider investing in new markets. “JS Held has extensive expertise and experience across diverse geographies and industries, which strengthens our ability to provide strategic advice to clients entering fast-growing and complex markets,” explains Greg. “Our extensive networks in the public and private sectors make this possible us to create our own analysis, gain access and influence, and deliver impact for clients seeking to maximize opportunity and mitigate risk.
John Peiserich, Esq.an expert in environmental risk and compliance strategies, explains JS’s triple focus: people, profit and planet. Held advises companies in the areas of sustainability and environmental, social and governance (ESG): “Throughout the entire sustainability and ESG process, we support companies in formulating their goals and strategies, selecting and implementing technologies, improving their processes, Minimize risks, strengthen governance and become more serious and sustainable to increase long-term shareholder value.” John continues: “We combine the diverse technical, financial, technological, scientific, regulatory, investigative and strategic consulting skills in our global team .”
The depth and breadth of our work in the insurance market provides a solid foundation for risk assessment, data analysis, global awareness, regulatory compliance, technological adaptability and risk mitigation. With these capabilities, our experts are better able to assess business risks across different geographic regions, geopolitical landscapes, compliance frameworks and digital developments. “In a world where uncertainty is the only constant, you need something solid to hold on to,” notes JS Held President and CEO Jonathon Held. “Our name is our promise,” he adds. “Our role as strategic advisor is emblematic of that promise: even in the face of the greatest risks, our clients have the expertise and guidance to act with confidence.
JS Held’s expertise in strategic consulting is based on five decades of experience in the most rigorous jurisdictions – state, federal and international courts – and spans more than 150 different industry segments. Since our past success is the best indicator of our capabilities, JS Held is proud to present some representative engagements.
Operational advice
JS Held continues to be a strategic partner for a $350 million outdoor products manufacturer that has struggled with operational and financial challenges. After an initial due diligence review, our experts provided insights and strategic guidance over a period of more than 7 years that the company was able to use to continue its growth trajectory. We recommended and implemented operational improvements and helped advance the company’s e-commerce initiatives. We have also provided key due diligence and transaction support in the evaluation, completion and implementation of bolt-on acquisitions. As a trusted operational advisor, we have often served as an extension of the company’s management, operations and finance teams during its years of expansion. Our experts were instrumental in the strategic planning process, led operational improvements, served as operational controllers on multiple occasions, and drove key improvement projects.
Financial advisor on mergers and acquisitions
Ocean Tomo, part of JS Held, was retained by a special purpose acquisition company (AltC Acquisition Corp.), co-founded by Sam Altman and Churchill Capital, to acquire Oklo, Inc., a nuclear fuel reprocessing company and a advanced manufacturer of small modular nuclear reactors. As financial advisors on this transaction, the experts conducted a strategic assessment of Oklo’s go-to-market plans as well as an analysis of the company’s technology and intellectual property. The multidisciplinary team had in-depth industry and regulatory knowledge that helped conduct a comprehensive analysis of the target company’s strategy and provide a sound fairness opinion for the board of AltC Acquisition Corp. were crucial.
New market entry
JS Held was engaged by one of the largest global mining companies to help it understand the key dynamics of the sector ahead of a proposed acquisition and related investment in a Central African country. As a trusted advisor, our team prepared a detailed report on key developments in the mining sector of the Central African countries, including enhanced due diligence through in-country visits. Our experts conducted both primary and secondary research on political developments, legal systems, financial and tax laws, social issues and operational risks to understand the characteristics of the sector and identify the challenges and opportunities. Our report was instrumental in helping the client better understand the operating environment in and around the mining sector in Central African countries and helped them determine their market entry strategy.
Carbon management & ESG strategy
With extensive experience in carbon markets and trading, JS Held was uniquely positioned to support a large, integrated oil and gas company that was facing a complex challenge: optimizing the market and reducing the cost of compliance to minimize various emissions regulations. Given the increasing prevalence and stringency of carbon pricing mechanisms worldwide, the client recognized the need for a comprehensive strategy to effectively manage its carbon obligations. With expert guidance from JS Held and the implementation of the carbon optimization trading book, the client was able to achieve significant benefits including cost savings, revenue increase, risk reduction, operational efficiency and regulatory compliance.
Learn about the passionate and entrepreneurial experts like Michael, Jim, Greg, and John who are helping transform JS. Explore our history and celebrate this significant milestone, our 50 & Forward celebration, with us at jsheld.com.
Information about JS Held
JS Held is a global consulting firm that combines technical, scientific, financial and strategic expertise to advise clients seeking to create value and minimize risk. Our professionals serve as trusted advisors to companies faced with high-stakes matters that require urgent attention, unwavering integrity, proven experience, clear analysis and an understanding of both tangible and intangible assets. The company offers a comprehensive range of services, products and data that enable customers to manage complex, contentious and often catastrophic situations.
More than 1,500 professionals serve organizations on six continents, including 81% of the Global 200 law firms, 70% of the Forbes Top 20 insurance companies (85% of the NAIC Top 50 Property and Liability Insurance), and 65% of the Fortune 100 companies.
JS Held, its partners and subsidiaries are not certified accounting firms and do not provide auditing, attestation or other public accounting services. JS Held, its affiliates and subsidiaries are not law firms and do not provide legal advice. Securities are offered by PM Securities, LLC, d/b/a Phoenix IB, a part of JS Held, member of FINRA/SIPC or Ocean Tomo Investment Group, LLC, a part of JS Held, member of FINRA/SIPC. All rights reserved.