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Phoenix Year End in Review

Subject Line
Phoenix Management
Phoenix Management
Phoenix Transaction
Advisory Services
Phoenix Capital
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2018 Year in Review: Diverse & Robust
Busy 2018
  • 100+ engagements across our three service groups - Phoenix Management Services, Phoenix Transaction Advisory Services, and Phoenix Capital Resources.
Joseph Nappi was promoted to Senior Managing Director and Shareholder of the firm. Mr. Nappi, a mainstay in the firm’s Boston, MA office for fourteen years, is a seasoned professional with over 20 years of successful accomplishments within the restructuring industry. He is a Certified Turnaround Professional (“CTP”) with the Turnaround Management Association and holds his Series 79 license registration with FINRA. Joseph can be reached at
2018 Awards, Recognitions, and Certifications
  • Joseph Nappi and Bayard Hollingsworth earned the Certified Turnaround Professional (CTP) designation.
Sample of Phoenix Engagements
  • Serving as interim Chief Executive Officer to a high security printer and technology company.
  • Performing a business and operational assessment for a $1.5 billion engineering and construction service provider.
  • Chief Financial Officer to an $80 million provider of cloud-based communication solutions and hybrid network solutions.
  • Chief Restructuring Officer to a $75 million health and wellness public company.
  • Serving as Chief Restructuring Advisor for a $180 million manufacturer and distributor of bakery rolls.
  • Chief Restructuring Advisor to a $180 million in-patient behavioral health facility.
  • Financial Advisor for a $125 million hosiery company.
  • Raising equity for a manufacturer of hemp based cannabidiol.
  • Assisting in the evaluation of the Public/Private partnership for a municipally operated prison.
Sample of Phoenix Transaction Advisory Engagements
  • Provided operational integration services for a manufacturer of precast concrete.
  • Provided quality of earnings review to a Private Equity Fund for a multi national precision manufacturer.
2018 Phoenix Capital Transactions
Phoenix Capital Resources is a U.S. registered broker dealer and a member of FINRA and SIPC. Securities offered through Phoenix Capital Resources.
2018 Published Articles
  • Michael Jacoby and Jessica Zwirzina authored an article in regards to Phoenix's Q4 2017 Lending Survey Results for TSL Express
  • Bayard Hollingsworth authored an article titled "Other People’s Money: What Turnarounds Teach Us About Working with Lenders when a Deal Goes South" for ABF Journal
  • Michael Jacoby and Jessica Zwirzina authored an article in regards to Phoenix's Q2 2018 Lending Survey Results for TSL Express