J.S. Held Acquires CMM, LLP

J.S. Held Acquires Forensic Accountants & Consultants

October 9, 2026

Professional Services

J.S. Held acquired and integrated Forensic Accountants & Consultants (FAC), a Florida-based forensic accounting and litigation consulting firm founded in 2013. The acquisition expands J.S. Held’s capabilities in economic damages, valuation, financial investigations, asset tracing, and expert witness services.

J.S. Held Acquires Shechter 26 Everett to Expand Family Law Forensic Accounting

June 11, 2026

Professional Services

J.S. Held announced the acquisition of Shechter 26 Everett, a Florida-based forensic accounting and litigation consulting firm, to expand its forensic accounting capabilities for family law disputes and complex commercial disputes. The combined platform is intended to provide specialists across asset valuation and tracing, including digital assets and alternative investments, under a single coordinated team.

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 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.

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

January 7, 2021

Consulting

Global consulting firm J.S. Held acquired substantially all of the assets of Simon Consulting (Phoenix), Mehner CPAs (Orange County) and Cohen Volk Economic Consulting Group (Northern California). The asset acquisitions add more than 30 financial and advisory professionals and expand J.S. Held’s forensic accounting, economics, and corporate finance capabilities across North America.

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.