Global consulting firm J.S. Held, reveals the “Lending Climate in America” survey results from Phoenix Management, a part of J.S. Held. The first quarter survey results highlight lender views on policy decisions and their national/global impacts....
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March 20, 2025, 08:13 AM
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Global consulting firm J.S. Held announces that Chief Executive Officer (CEO) Jonathon (Jon) Held intends to step down as Chief Executive Officer. J.S. Held President and Chief Operating Officer (COO) Lee Spirer will succeed Jon Held as President...
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March 18, 2025, 08:00 AM
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As The Federal Reserve cuts interest rates again, lenders expect further interest rate reductions and have concerns with retail and consumer sectors. Global consulting firm J.S. Held, proudly celebrating 50 transformative years, reveals the “Lending...
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December 19, 2024, 08:10 AM
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J.S. Held acquired substantially all of the assets of Luttrell Wegis, a highly specialized forensic accounting and business valuation firm serving clients throughout California and surrounding states.With 30+ years of experience, primarily in family...
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November 25, 2024, 07:53 AM
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Global consulting firm J.S. Held, proudly celebrating 50 transformative years, announced that Brian Gleason, a 25+ year consulting and turnaround management expert, has been selected to the Turnaround Management Association (TMA) leadership team...
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November 19, 2024, 08:21 AM
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Phoenix IB, part of J.S. Held, acted as the exclusive investment banker to its long-term client, Spray Products Corporation, in arranging, structuring, and negotiating a $40 million loan package with Legacy Corporate Lending. “Phoenix IB is...
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November 06, 2024, 08:15 AM
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Global consulting firm J.S. Held, proudly celebrating 50 transformative years, acquired Stapleton Group and announces the creation of the Strategic Advisory practice under the leadership of Michael Jacoby, CTP. The Stapleton Group acquisition further...
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October 10, 2024, 08:12 AM
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Global consulting firm J.S. Held, proudly celebrating 50 transformative years, reveals the “Lending Climate in America” survey results from Phoenix Management, a part of J.S. Held. The third quarter survey results highlight concern about the...
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September 20, 2024, 08:05 AM
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J.S. Held reveals the “Lending Climate in America” survey results from Phoenix Management, a part of J.S. Held. The first quarter survey results highlight concern about the outcome of the upcoming Presidential election and increased uncertainty...
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March 28, 2024, 09:03 AM
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Phoenix Management, a part of J.S. Held, released the results of their Q4 2023 “Lending Climate in America” survey, which asked lenders how the credit ratings in their portfolios have changed from Q3 to Q4. A high majority of lenders (83%) signified...
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January 19, 2024, 07:58 AM
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Phoenix Management, a part of J.S. Held “Lending Climate in America” third quarter survey results reveals increased optimism in the economy despite some contradicting underlying factors.Phoenix’s Q3 2023 “Lending Climate in America” survey asked...
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November 20, 2023, 07:35 AM
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Global consulting firm J.S. Held announced expanded corporate finance and investment banking expertise with the acquisition of Phoenix Management, providing operationally focused turnaround, transaction, strategic growth investor services, and...
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October 10, 2023, 08:15 AM
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Deloitte Corporate Finance LLC acted as exclusive financial advisor to Roslyn Heights, New York-based J.S. Held, Inc. and Washington, D.C.-based Held Enloe & Associates, LLC (collectively, “Held”) in their merger and consequential sale to private...
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April 22, 2015, 07:39 AM
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