Video Insights: What Investors Need to Know About Shifting Tariffs

Featuring Brian Gleason, John Peiserich, James E. Malackowski, and Tom Burns from J.S. Held

Jun 5, 2025

2 min

John Peiserich, Esq.James E. Malackowski, CPA, CLP

Unprecedented uncertainty brought on by quickly evolving tariff policies is creating challenges and additional considerations for investors and other capital providers.


In this video, J.S. Held experts Brian Gleason, John Peiserich, James E. Malackowski, and Tom Burns – experts in turnaround, supply chain, intellectual property, and political risk – pose twelve questions to private equity sponsors and their portfolio companies to explore amid the continued tariff uncertainty.



Restructuring and operations expert Brian Gleason has managed or participated in more than 300 turnaround engagements over the past 29 years and applies the principles utilized in J.S. Held's work advising companies in crisis. In the video, Brian addresses three essential questions that investors should consider with their portfolio companies during this period of unprecedented tariff-policy-induced uncertainty:


1) How have tariffs impacted business forecasting and investor confidence?

2) What are the key actions portfolio company management teams should take during tariff-induced uncertainty?

3) What leadership strategies are recommended for navigating the economic stress caused or complicated by tariffs?


Business intelligence expert Tom Burns has extensive experience leading intelligence collection assignments for financial institutions, law firms, and blue-chip multinationals around the world. Tom explores the additional pre-acquisition diligence essential amid tariff uncertainty in the video. He addresses three questions, including:


4) How have tariffs changed the due diligence process in acquisitions?

5) What is transshipment, and why is it a concern for investors and their portfolio companies?

6) What steps should investors take to manage tariff-related risks in acquisitions?


Capital projects, environmental risk, and compliance expert John Peiserich has over 30 years of experience advising heavy industry and law firms throughout the country with a focus on Oil & Gas, Energy, and Public Utilities. In the video, John reflects upon:


7) Why is it important for investors to assess the owner-operator's understanding of supply chain risks?

8) How have tariffs introduced new challenges for large-scale projects?

9) What is the potential impact of supply chain and tariff-related delays on investment outcomes?


James E. Malackowski has a unique perspective on intellectual property litigation risk, strategic management, and monetization, which benefits from his prior work at a leading private equity firm. In the video, he advises investors and their portfolio companies to consider:


10) How do tariffs influence decisions around manufacturing relocation and intellectual property?

11) What IP-related risks should companies consider when relocating manufacturing operations?

12) What steps should investors take to ensure IP is properly managed in response to tariffs?


The J.S. Held Tariffs and Trade Series is a collection of intelligence, insights, and action plans that inform strategic business decision-making and foster resilience in an increasingly volatile global market.


To view more of our Tariffs and Trade Series expert analysis and commentary, visit:



Looking to know more or connect with John Peiserich and James E. Malackowski? Simply click on either expert's icon now to arrange an interview today.


If you are looking to connect with Brian Gleason or Tom Burns - contact :


Kristi L. Stathis, J.S. Held

+1 786 833 4864

Kristi.Stathis@JSHeld.com

Connect with:
John Peiserich, Esq.

John Peiserich, Esq.

Executive Vice President | Environmental, Health & Safety Practice Lead

Environmental Risk & Compliance Expert | Independent Monitor - EPA Suspension & Debarment Program | Public Policy Advisor

Environmental Risk & ComplianceOil & GasProducts Liability & Mass TortsToxic TortsNatural Resources
James E. Malackowski, CPA, CLP

James E. Malackowski, CPA, CLP

Chief Intellectual Property Officer, J.S. Held

IP Hall of Fame inductee | LES Gold Medal Recipient | Technology Licensing Testifying Expert | Board Director | On Air Tech Expert

Regulatory and Reporting ObligationsCorporate Accounting InvestigationsAdvisory ServicesManagement ConsultingBusiness Strategy
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