M&A Deal Summary

J.S. Held Acquires Luttrell Wegis

On November 21, 2024, J.S. Held acquired business services company Luttrell Wegis

Acquisition Highlights
  • This is J.S. Held’s 22nd transaction in the Business Services sector.
  • This is J.S. Held’s 22nd transaction in the United States.
  • This is J.S. Held’s 3rd transaction in California.

M&A Deal Summary
Date 2024-11-21
Target Luttrell Wegis
Sector Business Services
Buyer(s) J.S. Held
Deal Type Add-on Acquisition

Target

Luttrell Wegis

Irvine, California, United States
Luttrell Wegis is a forensic accounting and business valuation firm serving clients throughout California and surrounding states. Luttrell Wegis was formed in 2018 and is headquartered in Irvine California.

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Buyer(S) 1

Buyer

J.S. Held

Jericho, New York, United States
Category Company
Founded 1974
Sector Business Services
DESCRIPTION

J.S. Held is a provider of specialized consulting services to address complex and high-value insurance claims and construction-related matters. J.S. Held was founded in 1974 and is based in Jericho, New York.

DEAL STATS #
Overall 29 of 29
Sector (Business Services) 22 of 22
Type (Add-on Acquisition) 28 of 28
State (California) 3 of 3
Country (United States) 22 of 22
Year (2024) 5 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-10 Stapleton Group

Los Angeles, California, United States

Stapleton Group is a full-service team of fiduciaries, financial advisors, turnaround experts, receivers, chief restructuring officers, and asset managers. Stapleton Group was formed in 2008 and is headquartered in Los Angeles, California.

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