Press Releases

Learn about our latest milestones and business engagements.

February 15, 2018

Phoenix Year End in Review

2017 Year in Review: Diverse and Robustā€¦

Busy 2017

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

2017 Published Articles

  • Bayard Hollingsworth authored Part 2 of the article titled “From the Garage to the High Rise to the Garage” for The Secured Lender
  • Michael Jacoby and Jessica Zwirzina authored an article in regards to Phoenix’s Q2 2017 Lending Survey Results for The Secured Lender
  • Jim Fleet and Rodney Gayle authored an article titled “The Roll-Up That Never Rolled…Lessons Learned and Reasons Why” for ABI

2017 Awards, Recognitions, and Certifications

  • Michael Jacoby was Featured on Turnaround and Workout’s list of People to Watch in 2017
  • Phoenix Transaction Advisory Services was recognized by M&A Advisor for the Support of the Industrial Deal of the Year Award


Kevin Barr was promoted to Director in our Philadelphia office.

Patrick Bellot was promoted to Vice President in our Philadelphia office.

Sample of Phoenix Management Engagements

  • Chief Restructuring Advisor and Investment Banker to the operator of 32 bagel store franchises.
  • Chief Financial Officer and Financial Advisor to a $100 million oil and gas contractor.
  • Chief Restructuring Officer to a $60 million high security printer.
  • Financial Advisor to the Creditor’s Committee in the Chapter 11 Bankruptcy of a manufacturer carpet and flooring products.
  • Performed a business and operational assessment for a $50 million energy and service company.
  • Advisor to the PE Sponsor of a software company.
  • Performed a business and operational assessment for a $90 million specialty chemical and textile company.
  • Chief Financial Officer for an asset based lender.
  • Financial Advisor to the Detroit Financial Oversight Board.
  • Chief Financial Officer for a healthy platform company of a PE Fund during the first 100 days.

Sample of Phoenix Transaction Advisory Engagements

  • Provided quality of earnings review to a Private Equity Fund for a tier one automoitve supplier of prototyping services.
  • Provided quality of operations review to a Private Equity Fund for a manufacturer and distributor of vinyl fences.

2017 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.

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