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Phoenix Year End in Review

Phoenix Management Services Phoenix Transaction Advisory Services Phoenix Capital Resources 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