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Phoenix News & Updates...
Busy First Half of 2019
  • 70+ engagements across our three service groups - Phoenix Management Services, Phoenix Transaction Advisory Services, and Phoenix Capital Resources.
New Hires
  • Jason E. Egger joins Phoenix as a Director in the firm's Cleveland, OH office. Jason joins Phoenix after spending 15 years with KeyBank as a Relationship Manager / Loan Workout Officer. Mr. Egger brings to the firm over 23 years of financial expertise with a proven track record for crafting creative strategies to improve financial outcomes. To view Jason's Phoenix bio and learn more about his expertise click here
  • Sean Rieder joins Phoenix as a Senior Analyst in the firm's Philadelphia, PA office. Sean joins Phoenix after spending 6 years with Hirtle, Callaghan & Co. as a Senior Analyst. Mr. Rieder holds a Chartered Financial Analyst (CFA) designation from the CFA Institute. In addition, he is registered with FINRA and holds his Series 65. Sean is a Magna Cum Laude graduate from the Pennsylvania State University - Smeal College of Business.
  • Michael Jacoby was named a recipient of Philadelphia Inquirer's 2019 Influencers of Finance Award.
  • RJ Bell earned his Series 79 investment banking license and has become a Licensed Investment Banking Representative with FINRA.
Sample of Phoenix Engagements
  • Chief Financial Officer to a printer, digital marketer, and fulfillment house.
  • Performing a business and operational assessment for a provider of municipal and security uniforms.
  • Raising Equity for a shared kitchen space and food hall.
  • Financial Advisor to a manufacturer and distributor of aluminum products.
  • Performing a business and operational assessment for an operator of 100+ health clubs.
  • Chief Restructuring Advisor to a LTL and full load mid-Atlantic trucking company during its bankruptcy proceeding.
  • Serving as interim Chief Executive Officer to a high security printer and technology company.
  • Performing a business and operational assessment for a manufacturer of workwear and safety products.
Sample of Phoenix Transaction Advisory Engagements
  • Sell-side preparation services for a producer of skincare products and essential oils.
  • Provided quality of earnings review to a mobile computing and wireless systems retailer.
Published Articles
  • Bayard Hollingsworth authored an article titled "Successfully Navigating the Realities of Lender Communications" for TSL Express
  • Michael Jacoby and Jessica Zwirzina authored an article in regards to Phoenix's Q2 2019 Lending Survey Results for TSL Express
  • Download Phoenix's "Your Guide to Making the Right Call" eBook for your one-stop-guide to navigating your most complex business challenges.