J.S. Held Acquires Ocean Tomo LLC

J.S. Held Acquires TechPats (now part of Ocean Tomo)

September 7, 2023

Consulting

Global consulting firm J.S. Held has acquired TechPats and integrated the business into its Ocean Tomo brand to form an Intellectual Property Specialty Services group. The deal brings TechPats' patent-focused business intelligence capabilities to J.S. Held/Ocean Tomo, expanding the firm's IP advisory, litigation support, and portfolio strategy offerings.

Bow River Capital Recapitalizes Ocean Tomo

April 16, 2020

Professional Services

Bow River Capital completed a recapitalization of Ocean Tomo, taking a meaningful investment while Ocean Tomo's existing equity owners retain a significant stake. Sinofaith IP Group also increased its prior investment; the capital will support Ocean Tomo's expansion from IP-only services to broader IP-driven valuation, investment banking offerings and follow-on acquisitions.

Ocean Tomo (with Bow River) Acquires Veris Consulting

June 29, 2021

Consulting

Ocean Tomo, in partnership with Bow River Capital, has acquired Virginia-based financial forensics firm Veris Consulting to expand its litigation consulting, financial forensics, and expert witness capabilities. The deal brings Veris’ team into Ocean Tomo’s IP and intangible-asset advisory platform, creating a combined firm of more than eighty professionals and broadening services for law firms, corporations, and government clients.

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.

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 Africa Matters Limited

June 1, 2023

Consulting

Global consulting firm J.S. Held has acquired London-based Africa Matters Limited, an Africa-focused strategic advisory firm that provides business intelligence, stakeholder engagement, and sustainability consulting. The acquisition expands J.S. Held's Global Investigations Practice and strengthens the firm's capabilities and regional reach across the African continent.