Busy 2016

2016 Year in Review: Diverse and Robust…

• 80+ engagements across our three service groups – Phoenix Management Services, Phoenix Transaction Advisory Services, and Phoenix Capital Resources

2016 Published Articles and eBook

• Phoenix authored an eBook titled “Your Guide To Making the Right Call” to download a copy click here
• Bayard Hollingsworth authored an article titled “From the Garage to the High Rise to the Garage” for The Secured Lender
• Brian Gleason and Marti Kopacz authored an article titled “The Case for Independent Oversight in Municipal Restructurings” for ABI Journal
• 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

2016 Awards, Recognitions and Certifications

• Joseph Nappi was Recognized By M&A Advisor as a Recipient of the Emerging Leaders Award
• Joseph Nappi was Honored By the CFA as a Recipient of the 40 Under 40 Award
• Bayard Hollingsworth & Malainy Xia earned their Series 79 license to become registered representatives with FINRA

2016 Promotions and Hires

Patrick Bellot was promoted to Senior Associate in our Philadelphia, PA office. Pat joined Phoenix in 2014 as an Analyst.

Jenna Birkhold was promoted to Associate in our Boston office. Jenna joined Phoenix in 2015 as an Analyst.

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

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

Sample of Phoenix Management Engagements

• Chief Financial Officer to a $240 million automotive stamped metal and assembly supplier
• Receiver and Winddown Agent to a distributor of modular office furniture
• Financial Advisor to a $50 million 3PL and commercial business service provider
• Financial Advisor to the Creditor’s Committee in the Chapter 11 Bankruptcy of a manufacturer of precision steel tubing
• Chief Financial Officer to a $120 million supplier of aircraft parts and maintenance services
• Financial Advisor to an $80 million distributor of heavy construction equipment during its Chapter 11 Bankruptcy
• Performed a business and operational assessment for a convenience store chain
• Chief Financial Officer for a eDiscovery, technology, and consulting service provider
• Financial Advisor to the Detroit Financial Oversight Board

Sample of Phoenix Transaction Advisory Engagements

• Provided business plan validation and operational integration services to a Private Equity Fund for a manufacturer of engineered extruded profiles
• Provided quality of earnings review 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.