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Learn about our latest milestones and business engagements.

August 2, 2016

Phoenix News and Updates

Phoenix Management Newsletter

Busy 2016

Phoenix had a busy first half of 2016

  • We had 27 new engagements in the first half of 2016
  • Published Articles

  • Brian Gleason authored an article titled “Predictor of Success Following a Turnaround” for ABF Journal
  • Michael Jacoby and Jessica Zwirzina authored an article in regards to Phoenix’s Q2 2016 Lending Survey Results for TSL Express
  • Awards and Recognition

  • Joseph Nappi was Recognized By M&A Advisor as a Recipient of the Emerging Leaders Award
  • Michael Jacoby was inducted as a Fellow of The American College of Bankruptcy on March 18th 2016
  • Bayard Hollingsworth & Malainy Xia earned their Series 79 license to become registered representatives with FINRA

Recent New Hires

Mark Karagelian joined Phoenix as an Analyst in our Philadelphia office.

Christopher Connolly joined Phoenix as an Analyst in our Philadelphia office.

Select Phoenix Management Engagements

  • Chief Financial Officer to a $130 million specialty mental health provider
  • Wind Down Agent to an early stage biotechnology company
  • Financial Advisor to a $50 million piping, valves and fittings distributor
  • Operational Integration and Assessment for a $40 million eDiscovery, technology, and consulting service provider
  • Chief Financial Officer to a $140 million manufacturer
  • Financial Advisor to evaluate the sale of a $30 million marine service business for the Board of Directors
  • Chief Restructuring Advisor and Investment Banker to the operator of 32 bagel store franchises
  • Chief Restructuring Officer to a dark fiber optic cable network
  • Select Phoenix Transaction Advisory Engagements

  • Provided quality of earnings and business plan validation to a Private Equity Fund for a manufacturer of dietary supplements
  • Provided quality of earnings to a Private Equity Fund for a medical billing and coding company

2016 Phoenix Capital Transactions


Phoenix Capital Resources is a U.S. registered broker dealer and a member of FINRA and SIPC. Securities offered through Phoenix Capital Resources.

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