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Learn about our latest milestones and business engagements.

June 30, 2015

Phoenix News and Updates

Phoenix Management Newsletter

Busy 2015

Phoenix had a busy first half of 2015

  • We had 28 new engagements in the first half of 2015
  • Gleason and Kopacz shared their extensive experience on municipal bankruptcy by authoring an article titled “Feasibility in Municipal Restructurings Recent Rulings from the City of Detroit” for ABF Journal
  • Phoenix was Recognized By M&A Advisor for Distressed Deal of the Year for the sale of Phoenix Payment Systems to North American Bancard

Select Phoenix Management Engagements

  • Chief Financial Advisor to a $200 million global leading manufacturer of components for self-storage facilities in the construction industry with locations in the United States, Mexico and South America
  • Wind down agent to a municipal waste and sewage technology company
  • Financial Advisor to a $315 million provider of mobile enterprise and cyber security solutions and services to government and commercial customers
  • Financial Advisor to one of the oldest manufacturers of outdoor wear with annual revenue of $80 million
  • Restructuring Advisor to a $100 million commercial cleaning company of retail stores in the United States and Canada
  • Financial Advisor to an $85 million provider of advanced engineering, design and manufacturing services to the aerospace and defense markets located in California
  • Board Advisor to a $150 million multiple location reverse Distribution Company
  • Select Phoenix Transaction Advisory Engagements

  • Performed due diligence on behalf of an investor in a Ski Resort and Waterpark and are currently spearheading the creation of a stand-alone management and administration infrastructure
  • Serving a private equity fund providing quality of earnings and management review for a 4 facility automotive manufacturer based in the United States

Recent Phoenix Transactions

Joseph Nappi

Joseph Nappi

Joseph Nappi

Joseph Nappi

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

Recent New Hires

Joseph NappiDavid Drinan joins Phoenix as Managing Director in our New York office.
David’s bio

Joseph NappiJason Hanes joins Phoenix as Director in our Cleveland office.
Jason’s bio

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