Private Direct Mail Packaging Company

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.

The Client

The Company was a $10 million privately held Direct Mail Packaging Company based in New Jersey.

The Challenge

The Company had recently been purchased out of bankruptcy by its management team. The Company retained certain pre-existing tax obligations and was facing difficulty serving its debt load and tax obligations. The Company needed to improve its capital structure and develop a business plan to return to profitable growth.

The Solution

The Company engaged Phoenix to assist it in several ways over a period of almost five years. Initially Phoenix refinanced the Company with a more supportive lender. Phoenix also advised the Company in evaluating a number of acquisitions and the potential sale of the Company. During the period of Phoenix’s involvement with the Company, it has grown more than 300% and is very profitable.

Phoenix Capital

Primary Industry

  • Services

Secondary Industry

  • Direct Mail

    Primary Services

  • Refinancing