M&A Deal Summary

J.S. Held Acquires Stapleton Group

On October 10, 2024, J.S. Held acquired business services company Stapleton Group

Acquisition Highlights
  • This is J.S. Held’s 21st transaction in the Business Services sector.
  • This is J.S. Held’s 21st transaction in the United States.
  • This is J.S. Held’s 2nd transaction in California.

M&A Deal Summary
Date 2024-10-10
Target Stapleton Group
Sector Business Services
Buyer(s) J.S. Held
Deal Type Add-on Acquisition
Advisor(s) Clearsight Advisors, Inc. (Financial)

Target

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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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 28 of 29
Sector (Business Services) 21 of 22
Type (Add-on Acquisition) 27 of 28
State (California) 2 of 3
Country (United States) 21 of 22
Year (2024) 4 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-25 ADS Forensics

Whitby, Ontario, Canada

ADS Forensics provides specialized financial expertise in personal injury, medical malpractice, and wrongful death cases; commercial insurance claims and litigation; and accident benefit reports as legislated under the Statutory Accident Benefits Schedule. ADS Forensics was formed in 2010 and is headquartered in Whitby, Ontario.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-11-21 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.

Buy -
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