Busy 2015

Phoenix had a busy 2015…

2015 marked a milestone for Phoenix celebrating its 30th Anniversary

We had 61 new engagements in 2015

Our professionals shared their extensive experience by authoring several articles in 2015:

• Brian Gleason and Marti Kopacz authored “Feasibility in Municipal Restructurings: Recent Rulings from the City of Detroit” for ABF Journal
• Brian Gleason authored “Organization Structures in the Distressed Company” for The Secured Lender
• Jim Fleet authored “Case Study: Can This Company Be Saved From Bankruptcy” for ABI Journal

2015 Certifications, Licenses and Awards:

• Michael Jacoby was nominated and elected to be inducted as a Fellow of The American College of Bankruptcy.
• Michael McCauley was awarded the designation of Certified Insolvency and Restructuring Advisor (CIRA).
• Joseph Nappi, Jason Hanes and Patrick Bellot earned their Series 79 licenses to become registered representatives with FINRA.

Phoenix was Recognized By M&A Advisor for Distressed Deal of the Year for the sale of Phoenix Payment Systems to North American Bancard

Recent Phoenix Hires and Promotions

Industry Veteran Bayard Hollingsworth joined Phoenix as a Managing Director in our Atlanta office.
Bayard’s bio

Jason Hanes joined Phoenix as a Director in our Cleveland office.
Jason’s bio

Rodney Gayle was promoted to Managing Director.
Rodney’s bio

Michael Gaul was promoted to Senior Director.
Michael’s bio

Mark Karbiner was promoted to Senior Director.
Mark’s bio

Kevin Barr was promoted to Vice President.
Kevin’s bio

Patrick Bellot was promoted to Associate.

2015 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.

Select Phoenix Management Engagements

• Financial Advisor to an $80 million manufacturer of corrugated steel and plastic drainage products
• Restructuring Advisor to a private equity fund in the restructure of a $50 million leading enclosed luxury automobile carrier
• Retained as Expert Witness in an indenture trustee litigation case
• Performing an operational assessment for a $30 million manufacturer of specialty hand tools
• Financial Advisor to a $120 million importer and distributor of seafood
• Restructuring Advisor to an $80 million designer and manufacturer of golf club components and performance tubing products
• Interim CFO to a $65 million manufacturer of wire and cables
• Financial Advisor to a $50 million operator of assisted living and nursing centers and provider of rehabilitation services

Select Phoenix Transaction Advisory Engagements

• Serving a Private Equity Fund providing quality of earnings review for a Government contractor providing support personnel to Department of Defense
• Serving a Private Equity Fund providing due diligence for a $175 million provider of consumer and corporate identity risk management services
• Performed due diligence and spearheaded the creation of a stand-alone management and administration infrastructure on behalf of an investor in a Ski Resort and Waterpark