Busy First Half of 2018

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

2018 Published Articles

• Michael Jacoby and Jessica Zwirzina authored an article in regards to Phoenix’s Q4 2017 Lending Survey Results for TSL Express
• Bayard Hollingsworth authored article titled “Other People’s Money: What Turnarounds Teach Us About Working with Lenders when a Deal Goes South” for ABF Journal
• Michael Jacoby and Jessica Zwirzina authored an article in regards to Phoenix’s Q2 2018 Lending Survey Results for TSL Express

2018 Awards, Recognitions, and Certifications

• Joseph Nappi and Bayard Hollingsworth, Managing Directors have earned the designation Certified Turnaround Professional (CTP)

New Hires

• RJ Bell joins Phoenix as an Analyst in the Chadds Ford (Philadelphia), PA office. He joins Phoenix after spending 3 years as an Analyst with JP Morgan Chase, and brings to the firm his solid business thinking skills. RJ is a Magna Cum Laude graduate from the Moore School of Business at the University of South Carolina where he obtained Bachelor degrees in both Finance and International Business.
• Kevin Doyle joins the firm as an Analyst in its Chadds Ford (Philadelphia), PA office. Prior to Phoenix, Kevin served as a Senior Financial Analyst with CIVIQ Smartscapes LLC, as well as a Business Valuation Consultant with Deloitte Transactions & Business Analytics LLP. Kevin is a graduate from Villanova University where he obtained his Bachelor degree in Economics.

Sample of Phoenix Management Engagements

• Performing a business and operational assessment for a correctional facility.
• Financial Advisor to a manufacturer and distributor of lighting products.
• Chief Financial Officer to an $80 million provider of cloud-based communication solutions and hybrid network solutions.
• Chief Restructuring Officer to a $75 million health and wellness screening provider.
• Performing a business and operational assessment for a $180 million manufacturer and distributor of bakery rolls.
• Chief Restructuring Advisor to a $180 million in-patient behavioral health facility.
• Chief Financial Officer for an environmental consulting service firm.
• Performing a business and operational assessment for an engineering and construction service provider.
• Performing a business and operational assessment for a manufacturer of plastic wheels.

Sample of Phoenix Transaction Advisory Engagements

• Provided quality of operations review and business plan validation for a producer of skincare, hair care, and essential oils.
• Provided quality of earnings review to a Private Equity Fund for a multi-location fulfillment distributor of packaging solutions.