Carlos R. Leffler

Division: Phoenix Capital Resources, Phoenix Management Services


Carlos R. Leffler was a $500 million privately held petroleum distributor, convenience store owner, and trucking company based in Pennsylvania.


The Company was underperforming, facing a leadership crisis, and was wracked by infighting among the heirs of the founder. Sensing a larger crisis, Leffler’s board realized outside help was needed.


Phoenix Management Services conducted an operational assessment of the Company and eventually assumed the roles of COO and Manager of Purchasing. Phoenix identified $2 million in annual expense savings, reorganized an unwieldy management structure, initiated a capital planning process, and put in place financial and inventory controls. Phoenix maintained Leffler’s operations while the Company was marketed for sale, and was ultimately sold for values that exceeded original expectations.