J.S. Held Acquires Assets of Simon Consulting, Mehner CPAs and Cohen Volk Economic Consulting Group

J.S. Held Acquires Luttrell Wegis

November 21, 2024

Professional Services

Global consulting firm J.S. Held has acquired substantially all assets of Luttrell Wegis, a specialized forensic accounting and business valuation practice serving family law and civil litigation clients in California. The roughly 40-person team will join J.S. Held to strengthen its family law, asset tracing, and valuation capabilities.

J.S. Held Acquires MorrisAnderson

July 9, 2025

Consulting

Global consulting firm J.S. Held has acquired MorrisAnderson, a Chicago-based turnaround and restructuring specialist. The acquisition expands J.S. Held’s restructuring, bankruptcy, transaction, and dispute advisory capabilities and gives MorrisAnderson access to J.S. Held’s broader global resources and network of experts.

J.S. Held Acquires Forensic Resolutions, Inc.

January 9, 2024

Accounting & Tax

Global consulting firm J.S. Held has acquired Forensic Resolutions, Inc., a New Jersey-based forensic and investigative accounting firm, to expand its Economic Damages and Valuations practice and strengthen its presence in the Eastern United States. The acquisition brings additional forensic accounting, fraud investigation, and litigation support capabilities to J.S. Held and gives Forensic Resolutions' clients access to J.S. Held's broader global technical and scientific expertise.

Kelso & Company Acquires J.S. Held

July 1, 2019

Professional Services

Kelso & Company (via Kelso Fund X) has acquired a majority investment in J.S. Held, a specialty consulting firm focused on insurance claims management and forensic consulting. The transaction transfers ownership from Lovell Minnick Partners to Kelso and positions J.S. Held to pursue further organic and inorganic growth and capability expansion.

J.S. Held Acquires Phoenix Management Services and Phoenix IB

October 10, 2023

Consulting

Global consulting firm J.S. Held has acquired Phoenix Management Services and Phoenix IB to expand its turnaround, restructuring, corporate finance, and investment banking capabilities. The deal brings Phoenix's operational turnaround and advisory expertise together with a FINRA-registered broker-dealer platform to support middle-market special-situation and M&A work across multiple industries.

J.S. Held Acquires Environmental Consultants, LLC

September 12, 2023

Environmental Services

Global consulting firm J.S. Held has acquired Environmental Consultants, LLC, a Greater St. Louis–area environmental services firm founded in 2003. The acquisition expands J.S. Held’s Environmental, Health & Safety (EHS) practice by adding industrial hygiene, environmental testing, inspection and remediation support and strengthens its Midwest capabilities.