Simplifying the path to value for every enterprise and challenge.

With more than 1,500+ 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

Phoenix Growth

Concrete Products Manufacturer

Manufacturing

Phoenix was engaged to assist a portfolio company of a PE fund structure a transitional services agreement with an acquisition target.

 

Phoenix Growth

GPS Systems Supplier

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.

 

Phoenix Growth

Leader in Artificial Intelligence

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 Growth

Technology Company

Technology

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.

 

Phoenix Growth

Pipe Manufacturer

Manufacturing

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.

 

Phoenix Turnaround

Metropolitan City – Michigan

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.

 

Phoenix Turnaround

Private Nursing Home Facilities

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.

 

Phoenix Turnaround

Private Leasing Company

Financial

Phoenix serves as Chief Restructuring Officer to a privately-held leasing company during its liquidation.

 

Phoenix Turnaround

Chemical Specialist

Distribution

Phoenix stabilizes the operations of a privately-held chemical specialist and returns the Company to profitability.

 

Phoenix Turnaround

Fabricator & Glass Distributor

Manufacturing

Phoenix serves as Chief Restructuring Officer to one of the largest fabricators in North America and preserves more than 1,500 jobs.

 

Phoenix Turnaround

Equipment Manufacturer

Manufacturing

Phoenix sells an equipment manufacturer under the provisions of the bankruptcy court 363 sale process and the bank was paid off.

 

Phoenix Turnaround

Motor Fuel Distributor

Distribution

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 Turnaround

Pile Driving Company

Services

Phoenix produces a 13-week cash flow forecast and negotiates an increase in working capital availability retainage cap with the Company’s lender.

 

Phoenix Turnaround

Chevrolet Auto Dealer

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 Turnaround

Apparel Brands Distributor

Distribution

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 Turnaround

Multi-Site Hospital System

Services

Phoenix conducts a detailed, onsite financial and operational review of a multi-site hospital system.

 

Phoenix Turnaround

Quick-Service Restaurant Chain

Retail Trade

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 Turnaround

Non-Ferrous Metals & Chemicals

Manufacturing

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 Turnaround

Plastic Resin Manufacturer

Manufacturing

Phoenix successfully sells the assets of a plastic resin manufacturer resulting in the continuation of business and retention of the workforce.

 

Phoenix Turnaround

Architectural & Engineering Firm

Services

Phoenix serves as Chief Restructuring Officer to an architectural & engineering firm improving the Company’s culture, and accounting, finance, and operating functions.

 

Phoenix Turnaround

Regional Media Company

Services

Phoenix assumes the role of COO and CFO and leads the restructuring process for a regional media company.

 

Phoenix Turnaround

Developer & Homebuilder

Services

Phoenix successfully turnarounds an industry leader in the development and building of high-quality, single-family homes and townhouses.

 

Phoenix Capital

Information Technology Service Provider

Services

Phoenix acts as financial advisor to an information technology service provider and successfully refinances the Company.

 

Phoenix Turnaround

Pharmaceutical & Durable Medical Supply Distributor

Distribution

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 Turnaround

Fuel & Oil Distributor

Distribution

Phoenix performs a thorough business and operational assessment for a fuel & oil distributor.

 

Phoenix Turnaround

Non-Profit Church

Mission Based

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 Turnaround

Direct Mail Company

Services

Phoenix assumes role of Chief Restructuring Officer and successfully winds down a direct mail fulfillment company.

 

Phoenix Capital

Developer & Marketer of Liquor Brands

Distribution

Phoenix serves as the financial advisor to a developer and marketer of liquor brands and assists in a smooth spinoff of the guide.

 

Phoenix Turnaround

Mortgage Funding Conduit

Services

Phoenix assists a mortgage funding conduit by managing the strategic implementation of several projects.

 

Phoenix Turnaround

Plastic Injection Molder

Manufacturing

Phoenix serves a Chief Restructuring Officer, identifies cost saving opportunities, and new revenue initiatives to return a plastic injection molder to profitability.

 

Phoenix Turnaround

Automotive Tool & Die Manufacturer

Manufacturing

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 Transaction

Long-Term Care Institutional Pharmacies

Services

Phoenix completes and integrates seven different transactions for an operator of long-term care institutional pharmacies.

 

Phoenix Transaction

Clad Metal Producer

Manufacturing

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 Transaction

Manufacturer of Plastic Shopping Carts

Manufacturing

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 Turnaround

Workgear Manufacturer

Manufacturing

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 Capital

Software Company

Technology

Phoenix serves as financial advisor and successfully sells a software company to a strategic buyer which results in the preservation of jobs.

 

Phoenix Turnaround

Acute Care Hospitals – 1

Services

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 Turnaround

Nurse Staffing Company

Services

Phoenix conducts a business and operational assessment for a nurse staffing company and successfully sells the company to a strategic buyer.

 

Phoenix Transaction

Acute Care Hospitals – 2

Services

Phoenix completes a Quality of Enterprise® review for an operator of acute care hospitals and negotiates a favorable transaction value.

 

Phoenix Transaction

Acute Care Hospitals – 3

Services

Phoenix is retained to provide integration and strategic advisory services to an operator of acute care hospitals.

 

Phoenix Capital

Industrial Refractory Contractor

Manufacturing

Phoenix Capital Resources serves as investment banker and successfully sells an industrial refractory contractor to a strategic buyer.

 

Phoenix Turnaround

Emergency Physician Services

Services

Phoenix takes control of the financial functions of an emergency physician service provider and improves the Company’s financial position.

 

Phoenix Turnaround

Long Term Care Provider – 1

Services

Phoenix conducts a thorough business and operational assessment of a long-term care provider to help emerge the Company from bankruptcy.

 

Phoenix Turnaround

Long Term Care Provider – 2

Services

Phoenix takes control of all cash forecasting for a long-term care provider and improves liquidity and overall cash position.

 

Phoenix Transaction

Acute Care Hospitals – 4

Services

Phoenix provides transaction advisory services and guidance to a operator of acute care hospitals.

 

Phoenix Turnaround

Specialty Rubber Compounding Company

Manufacturing

Phoenix serves as interim CFO to a specialty compounding company and leads the recruiting efforts of and transition to a permanent CFO.

 

Phoenix Turnaround

Biomedical Technology Company

Technology

Phoenix serves as Assignee in the ABC sale process of a biomedical life sciences technology company.

 

Phoenix Transaction

Equity Fund – Glass Manufacturer

Manufacturing

Phoenix conducts a Quality of Earnings review for an equity fund to a glass manufacturer.

 

Phoenix Transaction

Privately-Held Printing Company

Manufacturing

Phoenix provides business plan validation and operational diligence to a secured creditor for a privately-held printing company.

 

Phoenix Capital

Precious Metals Manufacturer

Manufacturing

Phoenix completes a successful refinancing for a fourth generation precious metals manufacturer.

 

Phoenix Capital

Video Technology Company

Technology

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 Capital

Printer/Fulfillment Service Provider

Services

Phoenix serves as financial advisor to a family-owned printer/fulfillment service provider and successfully sells the company.

 

Phoenix Transaction

Power Tool Distributor

Manufacturing

Phoenix provides Quality of Earnings review, business plan validation, and operational diligence to a Private Equity Fund for a power tool distributor.

 

Phoenix Transaction

Investment Advisory Firm

Services

Phoenix provides a Quality of Earnings review to a secured creditor for an investment advisory firm.

 

Phoenix Transaction

Paper Products Distributor

Distribution

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 Transaction

High-Performance Steel Manufacturer

Manufacturing

Phoenix provides Quality of Earnings review to a Private Equity Fund for a manufacturer and distributor of high-performance steel.

 

Phoenix Turnaround

Regional Bakery Products Distributor

Distribution

Phoenix builds and executes a credible and achievable liquidation plan for a regional distributor of bakery products and supplies.

 

Phoenix Turnaround

Specialty Plastics Manufacturer

Manufacturing

Phoenix addresses a variety of sales and financial control issues for a specialty plastics manufacturer to assist in the continuous to operate successfully.

 

Phoenix Turnaround

Home Decor Distributor

Distribution

Phoenix manages the liquidation and wind down activities of a house ware and home decor products distributor.

 

Phoenix Turnaround

Direct Response Consumer Products Company

Retail Trade

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 Transaction

Direct Mail Company

Retail Trade

Phoenix conducts a due diligence review for a capital hedge fund to a direct mail company.

 

Phoenix Turnaround

Real Estate Developer

Services

Phoenix develops and leads an out-of-court bankruptcy restructuring for a high-end real estate developer.

 

Phoenix Turnaround

Vinyl and Aluminum Window, Door, and Screen Manufacturer

Manufacturing

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 Turnaround

Title Pawn Lender

Financial

Phoenix assists a title pawn lender with developing a plan of reorganization.

 

Phoenix Turnaround

Specialty Technology Service Provider

Services

Phoenix successfully completes the sale of a provider of specialty technology services for 2x the initial stalking horse bid.

 

Phoenix Turnaround

Family-Owned Steel Manufacturer

Manufacturing

Phoenix conducts an operational assessment for a family-owned steel manufacturer resulting in increased plant efficiencies and reduced labor costs.

 

Phoenix Turnaround

Private Health & Beauty Products Retail Chain

Retail Trade

Phoenix serves as interim CEO for a privately-held health & beauty products retailer and leads the Company through a liquidating Chapter 11 process.

 

Phoenix Turnaround

Manufacturer of Metal Cabinets

Manufacturing

Phoenix assists a family-owned manufacturer of metal cabinets in opening new channels of distribution and evaluating potential acquisition candidates.

 

Phoenix Growth

Building Service Provider

Services

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 Turnaround

Building Contractor

Manufacturing

Phoenix performs an operational assessment, serves as interim CFO, and restores the performance of a building contractor.

 

Phoenix Turnaround

School District

Mission Based

Phoenix conducts an operational assessment for a school district and identifies $400,000 in immediate savings.

 

Phoenix Turnaround

Rayon Ribbon Manufacturer

Manufacturing

Phoenix conducts a business and operational assessment for a rayon ribbon manufacturer and leads the Company through a sale.

 

Phoenix Growth

Printing and Direct Mail Company

Manufacturing

Phoenix performs a business and operational assessment , refinances the debt, and helps return a printing and direct mail company to profitability.

 

Phoenix Turnaround

Non-Profit Museum Retailer

Retail Trade

Phoenix performs a business and operational assessment for a not-for-profit museum retailer.

 

Phoenix Turnaround

Major County in Delaware

Mission Based

Phoenix serves as financial advisor to a major County in Delaware and conducts a thorough business and operational assessment.

 

Phoenix Turnaround

Metropolitan City in Delaware

Mission Based

Phoenix assists a major metropolitan city in identifying ways to improves its service to customers and constituents.

 

Phoenix Turnaround

Fourth Largest Transportation Authority

Mission Based

Phoenix completes a comprehensive business and operational review of 20 functional areas for the fourth largest transportation authority in the United States.

 

Phoenix Turnaround

Largest Municipally-Owned Utility Provider

Mission Based

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 Turnaround

Scaffolding & Equipment Business

Distribution

Phoenix conducts an operational assessment for a scaffolding sales and rental business resulting in a continued credit arrangement with the Company’s bank.

 

Phoenix Capital

Largest U.S. Scissor Manufacturer

Manufacturing

Phoenix Capital Resources serves as financial advisor to the largest scissor manufacturer in the U.S. selling substantially all of its assets to an undisclosed buyer.

 

Phoenix Capital

Manufacturer of Fasteners

Manufacturing

Phoenix serves as the financial advisor to a manufacturer of fasteners during the sale of the business.

 

Phoenix Turnaround

Manufacturer & Distributor of Plastic Flowerpots

Manufacturing

Phoenix acted as both Assignee for the Benefit of Creditors and Receiver during the liquidation of a manufacturer and distributor of plastic flowerpots.

 

Phoenix Transaction

Specialty Cable Manufacturer

Manufacturing

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 Turnaround

High-Performance Aircraft Manufacturer

Manufacturing

Phoenix serves as interim CEO and CFO to provide a turnaround strategy for a high-performance general aviation aircraft manufacturer.

 

Phoenix Transaction

Hardwood Floor Retail Chain

Retail Trade

Phoenix analyses all aspects of a hardwoodfloor and wall tile retail chain’s business model and develops solutions to several operating challenges.

 

Phoenix Turnaround

Technology & Web Hosting Company

Services

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 Turnaround

International Machine Manufacturer

Manufacturing

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.

 

Phoenix Turnaround

Major Wall Street Investment Bank

Financial

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 Turnaround

Airtime and Network Systems

Distribution

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 Turnaround

Distributor of Personal Care Products

Distribution

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 Capital

Security Guard Services

Services

Phoenix conducts an operational assessments, develops a 13-week cash flow forecast, and refinances a security guard service provider returning the Company to profitability.

 

Phoenix Turnaround

Holding Company

Manufacturing

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 Turnaround

Retail Cafeteria Chain

Services

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.

 

Phoenix Turnaround

Steel Fabricator

Manufacturing

Engaged by the secured creditor, Phoenix manages the liquidation of a steel fabricator exceeding the secured lender’s expectations.

 

Phoenix Capital

Electrical Products Manufacturer

Manufacturing

Phoenix serves as financial advisor to a manufacturer of electrical products and sells the Company to a strategic buyer.

 

Phoenix Turnaround

Twine Manufacturer

Manufacturing

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 Capital

Processor and Fabricator of Steel

Manufacturing

Phoenix successfully refinances a processor and fabricator of steel and implements a plan to return the Company to profitability.

 

Phoenix Turnaround

Clinical Stage Pharmaceutical Company

Manufacturing

Phoenix serves as financial advisor to a clinical stage pharmaceutical company and successfully sells the Company.

 

Phoenix Turnaround

General Merchandise Chain

Retail Trade

Phoenix serves as interim CFO and winds down a general merchandise retail store chain to maximize the recovery of its creditors.

 

Phoenix Capital

Publisher of Children’s Book

Manufacturing

Phoenix serves as financial advisor to a publisher of children’s books and completes the sale of the company within 6 weeks.

 

Phoenix Turnaround

Third Generation Contractor

Services

Phoenix develops a liquidation plan for a third generation contractor and orderly winds down the business outside of a bankruptcy proceeding.

 

Phoenix Capital

Manufacturer of Fire Sprinklers

Manufacturing

Phoenix serves as financial advisor in arranging, structuring, and negotiating the refinancing of a manufacturer of fire sprinklers.

 

Phoenix Turnaround

Textile Producer

Manufacturing

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 Turnaround

Petroleum Distributor

Distribution

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 Capital

Beef & Pork Manufacturer

Manufacturing

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 Turnaround

Mulch Manufacturer

Manufacturing

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 Turnaround

Machine Tool Shop

Manufacturing

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 Capital

Video Technology Developer

Services

Phoenix serves as financial advisor to a developer of web-based video technology and successfully sells the Company to a strategic buyer.

 

Phoenix Capital

Men’s Clothing Manufacturer

Manufacturing

Phoenix serves as financial advisor to a manufacturer of men’s clothing and successfully sells the company to a strategic buyer.

 

Phoenix Turnaround

Private Aviation Parts Distributor

Distribution

Phoenix serves as financial advisor and implements a revised business plan for an aviation parts distributor.

 

Phoenix Turnaround

International Freight Airline

Transportation

Phoenix serves as financial advisor to an international freight airline and establishes a financial model to confirm its plan of reorganization.

 

Phoenix Turnaround

International Bank

Financial

Phoenix advises an international bank on its exit strategy.

 

Phoenix Turnaround

Interactive Website Developer

Services

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 Capital

Private Coffee Retailer & Distributor

Retail Trade

Phoenix serves as financial advisor and manages the sale process of a coffee retailer to a strategic buyer.

 

Phoenix Turnaround

Tier One Automotive Supplier & Brake Hose Manufacturer

Manufacturing

Phoenix conducts a business and operational assessment of a tier one automotive supplier and manufacturer of brake hoses.

 

Phoenix Turnaround

Committee of Retirees

Manufacturing

Phoenix acts as the general advisor regarding the structure of the retirees’ benefits upon emergence of a steel forging plant from bankruptcy.

 

Phoenix Capital

Private Direct Mail Packaging Company

Services

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 Turnaround

Aluminum Pole Manufacturer

Manufacturing

Phoenix winds down and liquidates the assets of a aluminum pole manufacturer exceeding expectations with the lender repaid in full.

 

Phoenix Turnaround

Creditors Committee

Manufacturing

Through Phoenix’s actions, a Creditors Committee is able to extract a 10% premium from a stalking horse bidder during a bankruptcy proceeding.

 

Phoenix Turnaround

Private Retail Drug Store Chain

Retail Trade

Phoenix serves as financial advisor in arranging and negotiating the sale of assets for a 22-store retail drug store chain.

 

Phoenix Turnaround

Vending Machine Manufacturer

Manufacturing

Phoenix serves as Chief Executive Officer to a vending machine manufacturer and restores the Company’s performance and customer confidence.

 

Phoenix Turnaround

Stairway Railings & Custom Cabinet Manufacturer

Manufacturing

Phoenix serves as an expert witness and testifies as to the financing options for small companies in distress.

 

Phoenix Capital

Firearms Manufacturer

Manufacturing

Phoenix serves as interim CFO and financial advisor to a firearms manufacturer and successfully refinances the company and returns it to profitability.

 

Phoenix Capital

Packaging Wraps Manufacturer

Manufacturing

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 Capital

Software Technology Firm

Services

Phoenix served as the exclusive financial advisor in structuring and negotiating the sale of assets for a software technology and integration services firm.

 

Phoenix Turnaround

Retail Jewelry Store Chain

Retail Trade

Phoenix performs an operational assessment for a retail jewelry store chain and implements a restructuring plan to preserve vendor relationships.

 

Phoenix Capital

Private E-commerce Company

Technology

Phoenix serves as financial advisor and structures a financing of $7.5 million for a private e-commerce company.

 

Phoenix Turnaround

Pharmaceutical Delivery Firm

Distribution

Phoenix serves as financial advisor and liquidates substantially all of the assets of a pharmaceutical delivery firm for the benefit of its creditors.

 

Phoenix Turnaround

Leasing Firm

Financial

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 Capital

Distributor of Airplane Parts

Distribution

Phoenix serves as the exclusive financial advisor in arranging and negotiating the sales of assets for a distributor of airplane parts.

 

Phoenix Turnaround

Gas Station Chain

Retail Trade

Phoenix serves as CEO and CFO to a convenience store and gas station chain and leads the restructuring of operations.

 

Phoenix Turnaround

Apparel Designer, Manufacturer & Distributor

Manufacturing

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 Turnaround

Restaurant Franchise Owner

Services

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 Capital

Metal Foundry

Manufacturing

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 Capital

Beverage Bottler

Distribution

Phoenix served as Restructuring Advisor and led the refinancing for a $50 million beverage bottler and distributor.

 

Phoenix Turnaround

Mechanical Contractor

Services

Phoenix manages the complicated bankruptcy of a mechanical contractor emerging the Company from bankruptcy.

 

Phoenix Capital

Privately Held Chemical Manufacturer

Manufacturing

Phoenix serves as interim CFO and leads the refinancing of a chemical manufacturer returning the Company to profitability.

 

Phoenix Capital

Industrial Scales Manufacturer

Manufacturing

Phoenix assumes role of CFO and successfully refinances a manufacturer of industrial scales.

 

Phoenix Capital

High-End Silk Flower Manufacturer

Manufacturing

Phoenix serves as financial advisor in structuring a refinancing for a $60 million manufacturer of silk flower arrangements.

 

Phoenix Turnaround

Broadcast Equipment Distributor

Distribution

Phoenix serves as financial advisor and negotiates the sale of a broadcast equipment distributor to a strategic buyer.

 

Phoenix Capital

Fishing Reel and Rod Manufacturer

Manufacturing

Phoenix serves as financial advisor to a fishing reel and rod manufacturer and and sells the company to a strategic buyer.

 

Phoenix Capital

Worldwide Solar Equipment Distributor

Distribution

Phoenix implements an operational plan improving profitability and successfully refinances a worldwide solar equipment distributor.

 

Phoenix Turnaround

Computer & Technology Consulting Firm

Services

Phoenix conducts the sale and wind down of a computer and technology consulting firm outside of a bankruptcy proceeding.

 

Phoenix Turnaround

Paper Company

Manufacturing

Phoenix conducts a business and operational assessment for a paper company and identifies ways to return the client to profitability.

 

Phoenix Turnaround

Developer of Computerized Special Effects

Services

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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