Modifying debt structure for businesses in transition.

Whether working with existing lenders or new capital sources, it is important that a company’s recent and forecasted cash flow and collateral package support its debt structure – to build the foundation for a clear path to long-term sustainability and value.

At Phoenix, we initiate refinancing efforts by helping clients determine the right option for each particular situation, including refinancing with an existing or new bank, supplementing the bank group with additional debt sources, or raising minority equity.

Bringing decades of experience and relationships to the table, we have access to hundreds of lending sources spanning the entire capital structure spectrum. In addition, we have the ability to prepare and validate financial forecasts, providing comfort and confidence to prospective lenders.

Our experts create customized processes tailored to each client’s unique turnaround situation, industry, objectives, and business characteristics. While most investment bankers focus on consummating a transaction, Phoenix professionals are focused on maximizing enterprise value. We value our relationships with clients and strive to support companies throughout the refinancing process while also providing a flexible fee structure.

We help clients identify the ideal refinancing option for their businesses, including:

  • Refinancing with the existing bank
  • Refinancing with a new bank
  • Supplementing bank groups with a 2nd lien or term debt
  • Raising minority equity

Related Services

Let’s create value together.

Contact Phoenix Find an Expert