Clearsight Advises Stapleton Group in its Acquisition by J.S. Held

Clearsight Advisors, Inc. (“Clearsight”) is proud to announce another successful transaction by its leading Professional Services practice. Clearsight served as the exclusive advisor to Stapleton Group, LLC (“Stapleton” or the “Company”) in its acquisition by J.S. Held, LLC (“J.S. Held”), a portfolio company of Kelso and Co., L.P. (“Kelso”).

Stapleton Group, now a part of J.S. Held, provides best-in-class restructuring, fiduciary, and financial advisory services for operating businesses and real estate entities. It has earned a strong reputation among banks, shareholders, creditors, and counsel for helping companies overcome challenging situations, maximizing the recovery of capital for creditors and investors, and helping to resolve disputes between shareholders. Stapleton’s full-service team of financial consultants and industry leaders has resolved more than 750 troubled situations with an aggregate asset value exceeding $6 billion. Joining J.S. Held broadens Stapleton’s capacity, capabilities, and market reach.

J.S. Held is a rapidly growing global consultancy that combines financial, strategic, technical, and scientific expertise to advise clients seeking to optimize performance and value while mitigating risk. Its 1,500 employees serve leading financial services companies, law firms, and corporations across six continents. Stapleton’s team now is part of J.S. Held’s newly launched Strategic Advisory practice, comprised of well-respected restructuring professionals nationwide.

David Stapleton, Founder and President of Stapleton, stated, “Joining forces with J.S. Held represents an exciting new chapter for Stapleton. We are grateful to Clearsight for guiding us through the intricacies of a complex process. The Clearsight team’s professional services knowledge base and deep relationships with key industry leaders helped us achieve a successful outcome for our business and our team.”

Joel Kallett, Clearsight Co-Founder and Managing Director noted, “It was a pleasure working with the Stapleton team to achieve this pivotal step in their growth journey. This transaction builds on J.S. Held’s acquisition of Phoenix Management Services in 2023, adding fuel to the collective entity’s suite of turnaround advisory and restructuring services. Our team is excited to watch Stapleton and J.S. Held amplify their reach and client service offerings with Kelso’s support.”

The Clearsight deal team included Joel Kallett, Brendan Curran, Jake Lipman, and Emma Ito.