Private Coffee Retailer & Distributor

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

The Client

Phoenix’s client was a $15 million privately held Retailer and Distributor of Coffee based in Pennsylvania.

The Challenge

The Company’s growth had strained its liquidity and the year-end audit revealed a short-fall in inventory. As a result, the senior lender required the Company to engage a crisis management firm.

The Solution

Phoenix conducted an operational assessment of the business and determined that a sale of the business as an ongoing entity was the best course of action for all constituents. Phoenix helped maintain the Company’s operations while managing the sale process, which included identifying, structuring, negotiating and closing the sale of the majority of the Company’s assets.

Phoenix Capital

Primary Industry

  • Retail Trade

Secondary Industry

  • Food and Beverage

    Primary Services

  • Crisis ManagementBusiness / Operational AssessmentsFinancial Forecasting