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Meet Our Team
Mitchell B. Arden
Vincent J. Colistra
James E. Fleet
Brian F. Gleason
Michael E. Jacoby
Joseph Nappi
Martha E. M. Kopacz
David M. Drinan
Rodney Gayle
Robert B. Gowens
Bayard B. Hollingsworth
Albert J. Mink
Richard J. Szekelyi
Malainy Xia
Michael Gaul
Mark Karbiner
Kevin Barr, CFA
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Phoenix Year End in Review
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Stay connected with Phoenix
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.
Promotions
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 jnappi@phoenixmanagement.com
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
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Meet the Team
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