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November 6, 2007

Phoenix Announces Formation of Fund Services for Middle Market Investors

PHILADELPHIA (November 5, 2007) — Turnaround and capital advisory firm Phoenix Management Services, Inc. announces the formation of Phoenix Fund ServicesSM, a comprehensive set of services specifically targeted to preserve and enhance the value of portfolios managed by hedge funds, private equity funds and investment firms.

Phoenix Fund Services combine Phoenix’s existing turnaround advisory, capital advisory and due diligence services into an investor-focused “portfolio” of services. With these services, investors and portfolio managers are able to utilize Phoenix’s unmatched operational expertise to better manage companies wherever they may be in their Transaction Lifecycle.

“Phoenix remains on the cutting edge of delivering value to investors. Phoenix Fund Services should be in every portfolio manager’s toolbox ” in addition to helping managers maximize the value of an investment portfolio, they can utilize our expertise in augmenting management at a portfolio company. We can also provide assistance at the fund manager level,” states Jim Fleet, Managing Director and Shareholder.

With more than 20 years of experience in providing operationally-focused turnaround, crisis and interim management, capital advisory and due diligence services, Phoenix has built a track record of success in creating value for mid-market companies in transition. With the formation of Phoenix Fund Services, investors and portfolio managers have the ability to maximize the value of their investments and the utilization of their fund’s resources.

The services set provides immediate value in each of the distinct phases of a company’s Transaction Lifecycle, from the Inception Phase, to the Harvesting Value Phase, through the Realization Phase. Services within these phases include:

Inception Phase

  • Deal Sourcing
  • Operational Due Diligence/EBITDA Assessment
  • Corporate Integration Services
  • Interim Management/Change Leadership

Harvesting Value Phase

  • Turnaround Management
  • Asset Management/Board of Directors Advisory
  • Strategic Advisory

Realization Phase

  • Wind Down Services
  • 363 Sales/ABC Transactions
  • Recapitalization/Refinancing/Capital Raise
  • M&A Advisory Services ” Sell and Buy Side

Phoenix will highlight its Phoenix Fund Services at the Association for Corporate Growth’s M&A East event, taking place November 6-7, 2007 in Philadelphia, PA. M&A East attracts more than 1,200 corporate officers, national private equity firms, intermediaries, financing sources and professionals involved in middle market M&A and corporate growth.

As a Gold Sponsor of the event, Phoenix representatives will be available to discuss how the firm has addressed the needs of investors to maximize portfolio value for more than 20 years. For more information about Phoenix Fund Services, visit

About Phoenix Management Services

Phoenix Management Services is a recognized leader in operationally-focused turnaround, crisis and interim management and strategic advisory services to middle market companies in transition. Since 1985, Phoenix has aggressively advocated on behalf of its clients in more than 800 assignments nationwide across a variety of situations and industries. With offices in Philadelphia, New York, Boston, Ft. Lauderdale and Atlanta, Phoenix preserves and enhances the value of its clients’ companies by solving the operational and financial challenges they encounter. Visit our Website at

About Phoenix Capital Resources

Phoenix Capital Resources specializes in providing capital advisory services to middle market companies in transition. As an operationally-focused firm, Phoenix Capital assists challenged and growth-oriented companies with complex transactions including re-financings, restructurings, capital raising, mergers and acquisitions, recapitalizations and auctions in the context of a bankruptcy. Headquartered in Philadelphia, Phoenix Capital’s mission is to maximize transactional value and return on investment for its clients. Visit our Website at

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