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.

Since 1985 Phoenix has provided hands-on, on-site management operational advisory and financial services to more than 1,500 transitional, under-performing, and distressed businesses. Phoenix helps clients navigate through crises, provides business reviews, develops financial forecasts, identifies options and solutions, implements the changes necessary to return businesses to sustained profitability, consummates operational and financial restructurings, and if necessary, consummates a sale of a business in a rapid, cost effective fashion. Phoenix professionals routinely serve in interim management capacities and, through its investment banking affiliate, Phoenix Capital Resources, assists its clients with their diverse financing and M&A needs. I joined Phoenix in 1992 and became a Shareholder in 1994. On a routine basis I identify solutions and implement changes on behalf of clients in some of the most challenging circumstances imaginable. I serve as a hands-on leader, I act with a sense of urgency, and I advocate for my clients’ needs. I routinely serve in interim management positions and advise clients in a wide array of areas, including the following:• Liquidity management• Working capital and borrowing base availability• Operational assessments and productivity improvements• Financial plan development and forecasting• Crisis and turnaround management• Creditor negotiations• Balance sheet restructurings• Capital raises• Acquisitions and divestitures• Liquidations and wind-downs• Integration of acquisitions• Viability analysis• Overhead rationalization• Introduction and expansion of new products and distribution channels• Realignment of sales and marketing objectives• Supply chain improvements• Inventory management• Strategic advisoryI have also advised clients operating under Chapter 11 of the U.S. bankruptcy code and have served as an Independent Director, Receiver and Liquidating Trustee.

Managed a $500 million commercial loan portfolio. Recruited by senior management to spearhead a newly-created unit responsible for restructuring complex transactions with substandard risk classifications.