Meet Our Team Kevin Barr, CFA
Meet Our Team

Kevin Barr, CFA

Vice President
Years with Phoenix: 7
Years of Turnaround Experience: 7

Kevin Barr joined the Company in June 2010 and is a Vice President of Phoenix Management Services with approximately 7 years of experience in financial and crisis management.

Mr. Barr has advised in a broad range of industries including not-for-profit and public sector, manufacturing, consumer products, technology, and healthcare. He has held interim management positions and served in advisory roles in a wide range of corporate environments including public, private, equity-sponsored, and family-owned. Mr. Barr's extensive experience in the areas of operational improvements, financial forecasting, cash management, and liquidation and business wind down allows him to craft and provide tailored solutions for Phoenix clients.

Mr. Barr also provides hands-on transactional leadership for companies that are in need of capital, financial restructuring, and M&A assistance. He advises middle market companies on a wide range of transactions in and out of bankruptcy including mergers and acquisitions, plans of reorganization, financial restructurings as well as private placement for senior and subordinated debt.

PHOENIX MANAGEMENT SERVICES ® EXPERIENCE

  • Turnaround Management
  • Crisis Management
  • Interim Management
  • Strategic Advisory
  • Financial Forecasting
  • Cash Management
  • Operational Assessment
  • Bankruptcy Advisory
  • Liquidation & Business Wind Down
  • Due Diligence Reviews
  • Profit improvement

SELECTED ADVISORY ASSIGNMENTS

  • Served as Financial Advisor for a contract manufacturer and packager of cosmetic products with revenue of approximately $40 million. As Financial Advisor, Mr. Barr was responsible for overseeing the Company’s financial function, managed the Company’s financial team, supported the Company’s executives, developed the Company’s budget and long range projections and guided the Company as it struggled with cash management and liquidity.
  • Served as Financial Advisor to a $175 million importer and distributor of seafood, providing cash flow and financial statement forecasting and cash management responsibilities, oversight of the Company’s bi-weekly borrowing base submission and communications with its senior lender and other external constituents.
  • Served as Financial Advisor to a $35 million distributor of pipes and valves for the oil and gas industry. Oversaw the Company’s remaining staff as the Company liquidated their assets outside of bankruptcy court. Provided financial forecasting and negotiated and closed on the sale of the Company’s inventory and fixed assets to maximize the recovery for the Company’s senior lender and unsecured creditors.
  • Served on a team that provided support and analysis to Phoenix's expert witness who reported and testified on the City of Detroit’s Reorganization plan developed in bankruptcy. Responsible for analyzing and vetting the City’s financial projections and restructuring initiatives.
  • Served as Financial Advisor to a $175 million processor and canner of vegetables. Performed due diligence, provided strategic advice and developed financial projections for the Company as they were contemplating acquiring a competitor.
  • Served as Financial Advisor to a $125 million salmon farmer. Provided cash management, financial forecasting and communicated with various constituents on the Company’s behalf including the Company’s senior lender.
  • Served as Interim Controller to a $10 million engineering company focused on the assembly of active alignment camera modules. Responsibilities included financial forecasting, communicating with customers and vendors and closing the monthly financials.

INDUSTRY EXPERIENCE

  • Apparel
  • Building Products
  • Business Services
  • Consumer Products
  • Food and Beverage
  • Healthcare
  • Machinery/Equipment
  • Manufacturing
  • Paper Products
  • Plastics
  • Printing/Direct Mail
  • Public Sector/No-for-Profits
  • Restaurants
  • Technology
  • Utilities

CAPITAL ADVISORY EXPERIENCE

  • Recapitalization
  • Refinancing
  • Expansion/Growth Financing
  • Balance Sheet Restructurings

SELECTED CAPITAL ADVISORY TRANSACTIONS

Kevin served as a Financial Advisor for the following deals:

  • Served as Financial Advisor to a $115 million manufacturer and compounder of plastics, completing a $49 million refinancing of the Company's senior debt, term debt and establishing a new capex facility.
  • Served as Financial Advisor to a $60 million sweet potato farmer and distributor, establishing a new $8 million revolving credit facility for the Company.

PRIOR EXPERIENCE

Prior to joining Phoenix, Mr. Barr was an investment Analyst for a family office. As an Investment Analyst his responsibilities included portfolio management, investment research, and performance reporting. Mr. Barr began his professional career at JB Investments Fund, LP, a hedge fund focused on distressed investing opportunities.

EDUCATION / AFFILIATIONS

Mr. Barr earned a Bachelors of Science in Economics, with a concentration in Finance, from the Wharton School at the University of Pennsylvania. He is an active member of the Turnaround Management Association (TMA) and Association for Corporate Growth (ACG). Mr. Barr holds a Chartered Financial Analyst (CFA) designation from the CFA Institute and is registered with FINRA and holds his Series 79 license.

Kevin Barr

Contact Information

Office Location: Philadelphia
 

Office: (484) 841-6801

Mobile: (484) 678-5953


Email:
kbarr@phoenixmanagement.com

vCard: Kevin Barr.vcf