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Press Releases
Learn about our latest milestones and business engagements.
June 17, 2021
Phoenix News & Updates
Busy 2021
Phoenix’s commitment and dedication to our clients was front and center during the first five months of the year as we assisted
25+ clients
across our four service groups – Phoenix Management Services, Phoenix Transaction Advisory Services, Phoenix Capital Resources, and Phoenix Growth Services.
Awards, Recognitions, and Certifications
Rick Szekelyi, Managing Director at Phoenix Management Services, has been awarded the designation of
Certified Turnaround Professional
(CTP) from the Turnaround Management Association. Rick has more than 30 years of executive management and advisory experience working with companies facing challenges from various causes, including fast growth, economic downturns, inadequate capitalization, changing industries, and operational deficiencies.
Marc Sullivan, Managing Director at Phoenix Capital Resources, has earned his
Series 79
and has become a licensed Investment Banking Representative with FINRA. Marc is a financial leader with more than 25 years of experience managing and advising clients on complex transactions and situations.
Sample of Phoenix Engagements
Serving as an
Independent Director
for a leading U.S. retailer of beauty and well-being products with approximately 170 locations.
Performing a
business and operational assessment
an IT infrastructure and technology service provider.
Performing a
business and operational assessment
for an operator of nursing, rehab, and long-term care healthcare facilities.
Serving as
Chief Restructuring Officer
to a manufacturer of high quality food products during its bankruptcy proceeding.
Performing a
business and operational assessment
for a supplier of building material.
Serving as
Financial Advisor
to a camp and cottage rental business.
Serving as
Chief Executive Officer
to a property restoration service provider.
Serving as an
Independent Director
for an online luxury fashion retailer.
Phoenix Resource Center
Joseph Nappi, Senior Managing Director, authored a blog titled
“One Year of COVID-19: How the Business World Has Evolved & Adapted.”
The
blog
takes a look back at the past year and recaps what we’ve learned and a look forward to what the future post-COVID might look like.
Michael Jacoby, Senior Managing Director, authored an article titled
“Reflections of a Restructuring Advisor – One Year into the Pandemic”
for
ABL Advisor.
The article takes a look back on the past 12 months of the COVID-19 pandemic and shares some observations from recent roles as Restructuring Advisor, Investment Banker, and Independent Director.
Phoenix has authored a
blog
titled
“What Business Leaders Should Focus on in the New Year.”
The blog discusses what business leaders should focus on in the New Year after a challenging 2020.
Phoenix has authored a
blog
titled
“Making Work-from-Home Work for Your Business.”
The blog discusses the importance of taking a strategic approach for continued organizational success.
Marc Sullivan, Managing Director has authored an
article
“Lower for How Much Longer.”
The article explores the fundamentals of the oil market, bankruptcy in the oil and gas exploration and production industry, the current landscape for funding in the industry, as well as the outlook as it relates to further distress in the industry.
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