With more than 1,600+ engagements in our arsenal spanning nearly every sector of the economy, we have simplified the path to value for businesses facing a myriad of enterprise challenges. Drawing upon our long history delivering operationally focused solutions, we understand business drivers and their relationship to financial performance.
Please take some time to explore a cross section of our case studies and discover how Phoenix can simplify the path to value for your business.
Primary IndustryClear All
Secondary Industry
Primary Services
Manufacturing
Phoenix was engaged to assist a portfolio company of a PE fund structure a transitional services agreement with an acquisition target.
Transportation
Phoenix is engaged by a portfolio company of a PE fund to serve as CFO from day 1 while it completed its search for a full time CFO.
Technology
Phoenix is engaged to provide insight to the Board of venture capital investors in support of their continued investment in a leader of artificial intelligence.
Phoenix is engaged by one of the largest manufacturers of extruded pipes to validate its growth forecast to support an increase in its line of credit.
Mission Based
When a Michigan metropolitan city filed the largest municipal bankruptcy in history, the Phoenix team developed a standard for establishing Feasibility in the context of Chapter 9.
Services
Phoenix is engaged by the Official Committee of the Unsecured Creditors of a privately-held operator of nursing homes to review & analyze ongoing business operations.
Financial
Phoenix serves as Chief Restructuring Officer to a privately-held leasing company during its liquidation.
Distribution
Phoenix stabilizes the operations of a privately-held chemical specialist and returns the Company to profitability.
Phoenix serves as Chief Restructuring Officer to one of the largest fabricators in North America and preserves more than 1,500 jobs.
Phoenix sells an equipment manufacturer under the provisions of the bankruptcy court 363 sale process and the bank was paid off.
Phoenix performs a business and operational assessment for a privately-held motor fuel distributor and serves a CRO to implement a new strategic direction.
Phoenix produces a 13-week cash flow forecast and negotiates an increase in working capital availability retainage cap with the Company’s lender.
Retail Trade
Phoenix assumes interim management role in operating a Chevrolet Dealer and provides oversight to the liquidation resulting in a recovery for both the Senior Lender and the Company.
Phoenix negotiates with the bondholders, lender, and equity sponsor of a large trade, private label, and exclusive apparel brands distributor to complete a successful transaction.
Phoenix conducts a detailed, onsite financial and operational review of a multi-site hospital system.
Phoenix serves as financial advisor to a quick-service restaurant chain and sells substantially all of its assets in an out of court sale process.
Phoenix successfully completes the sales transaction of a metals & chemical manufacturer with the senior secured creditor’s loan, interest, and fees all paid-in-full.
Phoenix successfully sells the assets of a plastic resin manufacturer resulting in the continuation of business and retention of the workforce.
Phoenix serves as Chief Restructuring Officer to an architectural & engineering firm improving the Company’s culture, and accounting, finance, and operating functions.
Phoenix assumes the role of COO and CFO and leads the restructuring process for a regional media company.
Phoenix successfully turnarounds an industry leader in the development and building of high-quality, single-family homes and townhouses.
Phoenix IB® acts as financial advisor to an information technology service provider and successfully refinances the Company.
Phoenix assists a distributor of pharmaceutical and durable medical supply products complete an Article 9 sale with full recovery of the primary secured lender’s debt.
Phoenix performs a thorough business and operational assessment for a fuel & oil distributor.
Phoenix provides financial and operational improvement to a non-profit church allowing it to focus on its critical missions and return to long-term viability.
Phoenix assumes role of Chief Restructuring Officer and successfully winds down a direct mail fulfillment company.
Phoenix IB® serves as the financial advisor to a developer and marketer of liquor brands and assists in a smooth spinoff of the guide.
Phoenix assists a mortgage funding conduit by managing the strategic implementation of several projects.
Phoenix serves a Chief Restructuring Officer, identifies cost saving opportunities, and new revenue initiatives to return a plastic injection molder to profitability.
Phoenix serves as Chief Restructuring Officer to a tier 1 automotive tool & die manufacturer and assists with the restructure of the management team and marketing efforts resulting in the achievement of positive cash flow.
Phoenix completes and integrates seven different transactions for an operator of long-term care institutional pharmacies.
Phoenix provides Quality of Earnings review and business plan validation to the lender of a clad metal producer. Upon Phoenix’s report, the acquisition was successfully conducted.
Phoenix conducts a Quality of Earnings review for a private equity fund to provide analysis of the potential synergies available for the integration of two plastic shopping cart manufacturers.
Phoenix conducts a business and operational assessment for a workgear manufacturer and develops a plan for the lender’s continuous support of the Company’s capital needs.
Phoenix IB® serves as financial advisor and successfully sells a software company to a strategic buyer which results in the preservation of jobs.
Phoenix conducts a business and operational assessment and serves as financial advisor to an operator of acute care hospitals to successfully sell the company to a strategic buyer.
Phoenix conducts a business and operational assessment for a nurse staffing company and successfully sells the company to a strategic buyer.
Phoenix completes a Quality of Enterprise® review for an operator of acute care hospitals and negotiates a favorable transaction value.
Phoenix is retained to provide integration and strategic advisory services to an operator of acute care hospitals.
Phoenix IB® serves as investment banker and successfully sells an industrial refractory contractor to a strategic buyer.
Phoenix takes control of the financial functions of an emergency physician service provider and improves the Company’s financial position.
Phoenix conducts a thorough business and operational assessment of a long-term care provider to help emerge the Company from bankruptcy.
Phoenix takes control of all cash forecasting for a long-term care provider and improves liquidity and overall cash position.
Phoenix provides transaction advisory services and guidance to a operator of acute care hospitals.
Phoenix serves as interim CFO to a specialty compounding company and leads the recruiting efforts of and transition to a permanent CFO.
Phoenix serves as Assignee in the ABC sale process of a biomedical life sciences technology company.
Phoenix conducts a Quality of Earnings review for an equity fund to a glass manufacturer.
Phoenix provides business plan validation and operational diligence to a secured creditor for a privately-held printing company.
Phoenix completes a successful refinancing for a fourth generation precious metals manufacturer.
Phoenix serves as financial advisor and sells the assets of a video technology company under Article 9 of the U.S. Bankruptcy Code to a strategic buyer.
Phoenix serves as financial advisor to a family-owned printer/fulfillment service provider and successfully sells the company.
Phoenix provides Quality of Earnings review, business plan validation, and operational diligence to a Private Equity Fund for a power tool distributor.
Phoenix provides a Quality of Earnings review to a secured creditor for an investment advisory firm.
Phoenix conducts Quality of Earnings review for a private equity fund to a paper products distributor which was later sold for a substantial return.
Phoenix provides Quality of Earnings review to a Private Equity Fund for a manufacturer and distributor of high-performance steel.
Phoenix builds and executes a credible and achievable liquidation plan for a regional distributor of bakery products and supplies.
Phoenix addresses a variety of sales and financial control issues for a specialty plastics manufacturer to assist in the continuous to operate successfully.
Phoenix manages the liquidation and wind down activities of a house ware and home decor products distributor.
Serves as financial advisor to a direct response consumer products company. Phoenix assists the Company with retaining new equity capital to rebuild its franchise.
Phoenix conducts a due diligence review for a capital hedge fund to a direct mail company.
Phoenix develops and leads an out-of-court bankruptcy restructuring for a high-end real estate developer.
Phoenix serves as a financial restructuring advisor to a vinyl and aluminum window, door, and screen manufacturer. Phoenix assists the company in an overall refinancing and restructuring process.
Phoenix assists a title pawn lender with developing a plan of reorganization.
Phoenix successfully completes the sale of a provider of specialty technology services for 2x the initial stalking horse bid.
Phoenix conducts an operational assessment for a family-owned steel manufacturer resulting in increased plant efficiencies and reduced labor costs.
Phoenix serves as interim CEO for a privately-held health & beauty products retailer and leads the Company through a liquidating Chapter 11 process.
Phoenix assists a family-owned manufacturer of metal cabinets in opening new channels of distribution and evaluating potential acquisition candidates.
Phoenix performs an operational assessment and serves as interim CFO for a building service provider growing the Company to more than $8 million in annual revenue.
Phoenix performs an operational assessment, serves as interim CFO, and restores the performance of a building contractor.
Phoenix conducts an operational assessment for a school district and identifies $400,000 in immediate savings.
Phoenix conducts a business and operational assessment for a rayon ribbon manufacturer and leads the Company through a sale.
Phoenix performs a business and operational assessment , refinances the debt, and helps return a printing and direct mail company to profitability.
Phoenix performs a business and operational assessment for a not-for-profit museum retailer.
Phoenix serves as financial advisor to a major County in Delaware and conducts a thorough business and operational assessment.
Phoenix assists a major metropolitan city in identifying ways to improves its service to customers and constituents.
Phoenix completes a comprehensive business and operational review of 20 functional areas for the fourth largest transportation authority in the United States.
Phoenix assumes the positions of CEO, COO, CFO, Head of Customer Affairs, and Head of strategic Planning and develops a plan to revitalize the nation’s largest municipal utility provider.
Phoenix conducts an operational assessment for a scaffolding sales and rental business resulting in a continued credit arrangement with the Company’s bank.
Phoenix IB® serves as financial advisor to the largest scissor manufacturer in the U.S. selling substantially all of its assets to an undisclosed buyer.
Phoenix serves as the financial advisor to a manufacturer of fasteners during the sale of the business.
Phoenix acted as both Assignee for the Benefit of Creditors and Receiver during the liquidation of a manufacturer and distributor of plastic flowerpots.
The Client Private Equity Fund hired Phoenix to conduct due diligence for a 44-year old family owned specialty cable and cable assembly manufacturer with sales of approximately $62 million. The Company’s target markets include multimedia, medical, industrial, defense and public safety, datacom/telecom, and data collection industries. The Company was headquartered, together with its major bulk cable manufacturing […]
Phoenix serves as interim CEO and CFO to provide a turnaround strategy for a high-performance general aviation aircraft manufacturer.
Phoenix analyses all aspects of a hardwoodfloor and wall tile retail chain’s business model and develops solutions to several operating challenges.
Phoenix serves as interim CFO to a web-based medical education technology and web hosting company to identify the likely liquidity requirements of the Company.
Phoenix serves as interim CFO and advises an international machine manufacturer through the 363 sale process significantly improving the recovery for the Creditors of the Company.
The Client Major Wall Street Investment Bank Lease Portfolio. The Challenge A major Wall Street Investment Bank was the warehouse lender to a number of distressed leasing companies. The Investment Bank repossessed its collateral and found itself managing the wind down of more than $400 million of leases from four separate leasing companies with a […]
Phoenix serves as interim CFO and provides financial advisory services for a manager of network systems and successfully emerges the Company from bankruptcy protection.
Phoenix serves as financial advisor and liquidates substantially all of the assets of a personal care products distributor for the benefit of its creditors.
Phoenix conducts an operational assessments, develops a 13-week cash flow forecast, and refinances a security guard service provider returning the Company to profitability.
The Client The Company was a $300 million holding company based in New Jersey with four operating subsidiaries: Manufacturer, fabricator and distributor of a broad array of customized, large profile aluminum extrusions Manufacturer of maintenance free aluminum fence systems as well as one of America’s most recognized brands of above ground pools Designer, manufacturer and […]
Phoenix serves as CEO, Chief Restructuring Advisor, and Treasurer to a retail cafeteria chain. The Company was sold with the secured creditors being paid in full.
Engaged by the secured creditor, Phoenix manages the liquidation of a steel fabricator exceeding the secured lender’s expectations.
Phoenix serves as financial advisor to a manufacturer of electrical products and sells the Company to a strategic buyer.
Phoenix serves as financial advisor to a twine manufacturer and sells the Company to a strategic buyer resulting in full recovery for the secured lender.
Phoenix successfully refinances a processor and fabricator of steel and implements a plan to return the Company to profitability.
Phoenix serves as financial advisor to a clinical stage pharmaceutical company and successfully sells the Company.
Phoenix serves as interim CFO and winds down a general merchandise retail store chain to maximize the recovery of its creditors.
Phoenix serves as financial advisor to a publisher of children’s books and completes the sale of the company within 6 weeks.
Phoenix develops a liquidation plan for a third generation contractor and orderly winds down the business outside of a bankruptcy proceeding.
Phoenix serves as financial advisor in arranging, structuring, and negotiating the refinancing of a manufacturer of fire sprinklers.
Phoenix serves as financial advisor in arranging and negotiating the D.I.P. and senior financing for a textile producer’s emergence from Chapter 11 Bankruptcy.
Phoenix assumes the roles of COO and Manager of Purchasing for a petroleum distributor and maintains operations while the Company is marketed for sale.
Phoenix serves as the exclusive financial advisor to a beef and pork manufacturer and successfully sold all of its assets to a strategic buyer.
Phoenix serves as interim CFO and seamlessly integrates the finance and accounting functions of a newly acquired entity with those of the parent company.
Phoenix serves as the exclusive financial advisor to the secured lender of a machine tool shop liquidating all of its assets for the benefit of the creditor.
Phoenix serves as financial advisor to a developer of web-based video technology and successfully sells the Company to a strategic buyer.
Phoenix serves as financial advisor to a manufacturer of men’s clothing and successfully sells the company to a strategic buyer.
Phoenix serves as financial advisor and implements a revised business plan for an aviation parts distributor.
Phoenix serves as financial advisor to an international freight airline and establishes a financial model to confirm its plan of reorganization.
Phoenix advises an international bank on its exit strategy.
Phoenix acts as Bankruptcy Advisor and manages the liquidation and wind down of a interactive website developer resulting in total recovery for the senior lender.
Phoenix serves as financial advisor and manages the sale process of a coffee retailer to a strategic buyer.
Phoenix conducts a business and operational assessment of a tier one automotive supplier and manufacturer of brake hoses.
Phoenix acts as the general advisor regarding the structure of the retirees’ benefits upon emergence of a steel forging plant from bankruptcy.
Phoenix serves as financial advisor and arranges the debt and leases to refinance the existing credit facility. Phoenix’s involvement with the company resulted in more than 300% in growth.
Phoenix winds down and liquidates the assets of a aluminum pole manufacturer exceeding expectations with the lender repaid in full.
Through Phoenix’s actions, a Creditors Committee is able to extract a 10% premium from a stalking horse bidder during a bankruptcy proceeding.
Phoenix serves as financial advisor in arranging and negotiating the sale of assets for a 22-store retail drug store chain.
Phoenix serves as Chief Executive Officer to a vending machine manufacturer and restores the Company’s performance and customer confidence.
Phoenix serves as an expert witness and testifies as to the financing options for small companies in distress.
Phoenix serves as interim CFO and financial advisor to a firearms manufacturer and successfully refinances the company and returns it to profitability.
Phoenix serves as financial advisor to a manufacturer of packaging warps and sells substantially of its assets to a strategic buyer. The sale and wind down of the business resulted in a complete repayment to the Company’s senior indebtedness.
Phoenix served as the exclusive financial advisor in structuring and negotiating the sale of assets for a software technology and integration services firm.
Phoenix performs an operational assessment for a retail jewelry store chain and implements a restructuring plan to preserve vendor relationships.
Phoenix serves as financial advisor and structures a financing of $7.5 million for a private e-commerce company.
Phoenix serves as financial advisor and liquidates substantially all of the assets of a pharmaceutical delivery firm for the benefit of its creditors.
Phoenix assumes the roles of interim CEO, COO and Chief Accounting Officer to operate a leasing firm. Phoenix successfully winds down the firm with the secured creditors achieving full recovery.
Phoenix serves as the exclusive financial advisor in arranging and negotiating the sales of assets for a distributor of airplane parts.
Phoenix serves as CEO and CFO to a convenience store and gas station chain and leads the restructuring of operations.
Phoenix serves as interim COO and CFO for an apparel designer and manufacturer. After further analysis, Phoenix sells all divisions of the Company to minimize job losses.
Phoenix serves as Chief Restructuring Officer and Chief Financial Officer to arrange and negotiate the sale of a franchise owner and operator under 363 of the U.S. Bankruptcy Code.
Phoenix serves as the exclusive financial advisor for the debtor in possession in conjunction with the bankruptcy, operational turnaround, and the placement of $16 million in exit financing for a metal foundry.
Phoenix served as Restructuring Advisor and led the refinancing for a $50 million beverage bottler and distributor.
Phoenix manages the complicated bankruptcy of a mechanical contractor emerging the Company from bankruptcy.
Phoenix serves as interim CFO and leads the refinancing of a chemical manufacturer returning the Company to profitability.
Phoenix assumes role of CFO and successfully refinances a manufacturer of industrial scales.
Phoenix serves as financial advisor in structuring a refinancing for a $60 million manufacturer of silk flower arrangements.
Phoenix serves as financial advisor and negotiates the sale of a broadcast equipment distributor to a strategic buyer.
Phoenix serves as financial advisor to a fishing reel and rod manufacturer and and sells the company to a strategic buyer.
Phoenix implements an operational plan improving profitability and successfully refinances a worldwide solar equipment distributor.
Phoenix conducts the sale and wind down of a computer and technology consulting firm outside of a bankruptcy proceeding.
Phoenix conducts a business and operational assessment for a paper company and identifies ways to return the client to profitability.
Phoenix serves as CFO and financial advisor to a developer of computerized special effects and successfully sells the Company to a strategic buyer.
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