July 9, 2020

Phoenix News & Updates

Busy 2020

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

New Hires

• Eliana Lopez joined Phoenix as a Vice President in the firm’s Boston office and brings to the firm more than 12 years of experience in financial and operational management. Eliana is a strong leader that deploys a hands-on approach to clients experiencing significant growth to those under-performing or in distress. She has extensive experience in the implementation of restructuring initiatives, managing complex financial forecasts and budgets, managing liquidity, developing business assessments, and assisting in the transactional leadership for companies in need of M&A and debt restructurings. She holds an MBA in Finance from Bentley University, McCallum Graduate School. To view Eliana’s Phoenix bio and learn more about her expertise click here.

2020 Awards, Recognitions, and Certifications

• Kyle Landis earned his Series 79 with FINRA. Kyle joined Phoenix in January 2020 after serving as a Portfolio Associate with Cognetic Capital Advisors. In addition to his Series 79, Kyle also holds his Series 7 and 66 investment banking licenses with FINRA.

Sample of Phoenix Engagements

• Serving as Chief Restructuring Advisor to a mushroom farm.
• Performing a business and operational assessment for a manufacturer and distributor of dental equipment.
• Providing a large manufacturer of digital and screen-printing equipment with assistance in the response to COVID-19.
• Providing operational and profit improvement to a manufacturer and distributor of exterior fencing products.
• Performing a business and operational assessment for a leader in the creation, design, innovation, and engineering of amusement rides.
• Advisor to the secured creditor of 300+ quick service restaurants in the Southeast United States.
• Serving as interim Chief Executive Officer to a high security printer and technology company.
• Financial Advisor to a distributor of valves, connections, and pipes.

Sample of Phoenix Transaction Advisory Engagements

• Providing business plan validation to a leading distributor of paper, janitorial, and sanitation maintenance supplies.
• Provided quality of earnings review to a mobile computing and wireless systems retailer.

Phoenix COVID-19 Related Resources

• Brian Gleason authored an article titled “A View of Great Leadership in Crisis by a Crisis Manager” for ABF Journal. The article outlines the characteristics of great leaders during crisis. It is an exceptionally good read especially during this difficult time.
• Rodney Gayle authored an article titled “Leaning-in During the COVID-19 Crisis or…Survival is the Stretch Goal!” The article outlines how Lean Six Sigma can be utilized and how businesses can eliminate risks during today’s crisis with COVID-19.
• Michael Jacoby, Senior Managing Director and Jessica Zwirzina, Marketing and Communications Manager at Phoenix Management Services have co-authored an article for ABF Journal in June 2020. The lenders surveyed gave forward looking responses on COVID-19’s impact on the U.S. Economy.
• Marc Sullivan, Managing Director of Phoenix Management Services has authored an article focusing on governing in the zone of insolvency. The article titled “Governance in the Vicinity or Zone of Insolvency” focuses on the importance of acting swiftly at the first signs of insolvency and steps the board should take when in the zone of insolvency.
• Patrick Bellot, Director of Phoenix Management Services has authored an article recapping ACG Philadelphia’s webinar, “Investing in Distressed Opportunities.” The article titled “Investing in Distressed Opportunities After COVID-19” highlights the key takeaways discussed on the May 28th ACG webinar.
• Joseph Nappi, Senior Managing Director of Phoenix Management Services has authored a blog titled “Managing through a Crisis, Remotely: Phoenix Professionals Optimizing the New Work-from-Home Normal.” The blog highlights how Phoenix professionals can guide clients to success by providing hands-on attention even while working from home.
• Jessica Zwirzina, Marketing & Communications Manager of Phoenix Management Services has authored a blog titled “Phoenix’s Lending Climate in America Survey: Lenders Reveal COVID-19 Impact on the U.S. Economy.” The blog focuses on Phoenix’s Q2 2020 “Lending Climate in America” survey and lenders forward looking responses on COVID-19’s impact on the U.S. Economy.