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August 23, 2018
Phoenix News & Updates
Phoenix Management Services
Phoenix Transaction Advisory Services
Phoenix Capital Resources
Phoenix Mission Based Services
Phoenix News and Updates…
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.
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