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Deloitte Corporate Finance LLC advises J.S. Held, Inc. and Held Enloe & Associates, LLC in their sale to Lovell Minnick Partners LLC

CHARLOTTE, N.C., April 21, 2015 – Deloitte Corporate Finance LLC (“DCF”) acted as exclusive financial advisor to Roslyn Heights, New York-based J.S. Held, Inc. and Washington, D.C.-based Held Enloe & Associates, LLC (collectively, “Held”) in their merger and consequential sale to private equity firm Lovell Minnick Partners LLC (“Lovell Minnick”). Held, a leader in the property insurance and loss consulting market offering litigation and construction scheduling services, engaged DCF to explore various strategic alternatives. The deal closed on March 30, 2015.

“The DCF team was critical in finding us a financial partner with both a strong consulting and insurance sector history, as well as established financial and operational expertise. DCF’s deep transaction and industry experience added value throughout the process, enabling us to find an ideal partner to help us realize our long-term vision,” said Jon Held, CEO of Held.

“Serving as advisor to one of the nation’s foremost construction and insurance consulting companies was a privilege. Through a full financial sponsor process, we were able to assist Held with identifying an experienced and sophisticated partner to help execute Held’s strategic growth plan,” said Phil Colaco, managing director and Business Services Group lead, Deloitte Corporate Finance LLC.

About J.S. Held, Inc. and Held Enloe & Associates, LLC
Founded in 1974 and headquartered in Roslyn Heights, NY, J.S. Held, Inc., along with related entity Held Enloe & Associates, LLC, are leading specialty consulting firms focused on providing property insurance and loss consulting, litigation and dispute resolution services, and construction and development consulting services to clients in those industries. Held has established itself as a preferred provider of its services and maintains national and regional vendor agreements with many of the world’s largest insurers for large-scale disasters and middle-market claims. For more information, visit and

About Lovell Minnick Partners LLC
Lovell Minnick is an independent private equity firm providing buyout and growth capital to companies in the financial services industry. With offices in Philadelphia, PA and Los Angeles, CA, Lovell Minnick manages private equity partnerships with committed capital totaling over $1.2 billion. Portfolio companies of Lovell Minnick operate in various areas of the global financial services industry, including asset management, banking, specialty finance, financial product distribution, securities brokerage, financial consulting services and specialized outsourcing solutions. For more information, visit

About Deloitte Corporate Finance LLC
Deloitte Corporate Finance LLC (DCF) provides strategic advisory services and M&A advice that help corporate, entrepreneurial and private equity clients create and act upon opportunities for liquidity, growth and long-term advantage. With an in-depth understanding of the marketplace and access to a global network of investment bankers, we help clients confidently pursue strategic transactions in both domestic and global markets. DCF, together with the Corporate Finance Advisory practices within the Deloitte Touche Tohmatsu Limited network of member firms, include in excess of 1,900 professionals, who work collaboratively across 150 international locations. With our significant experience providing investment banking services across key industries, we are able to offer our clients solutions that help them to achieve their strategic objectives. For more information, visit

Prior engagement performance is no guarantee of future performance and may not be representative of the experience of other clients. This communication is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security.

Deloitte Corporate Finance LLC, an SEC registered broker-dealer and member of FINRA and SIPC, is an indirect wholly-owned subsidiary of Deloitte Financial Advisory Services LLP and affiliate of Deloitte Transactions and Business Analytics LLP. Investment banking products and services within the United States are offered exclusively through Deloitte Corporate Finance LLC. For more information, visit Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.


Shelley Pfaendler
Public Relations
Deloitte LLP
+1 212 492 4484

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