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Kevin Barr, CFA

Kevin Barr, CFA

Director

Bio

Kevin Barr joined the Company in June 2010 and is a Director of Phoenix Management Services with 10 years of experience in financial and crisis management.

Mr. Barr has advised in a broad range of industries including not-for-profit and public sector, oil and gas, manufacturing, consumer products, technology, and healthcare. He has held interim management positions and served in advisory roles in a wide range of corporate environments including public, private, equity-sponsored, and family-owned. Mr. Barr’s extensive experience in the areas of operational improvements, financial forecasting, cash management, and liquidation and business wind down allows him to craft and provide tailored solutions for Phoenix clients.

He also provides hands-on transactional leadership for companies that are in need of capital, financial restructuring, and M&A assistance. He advises middle market companies on a wide range of transactions in and out of bankruptcy including mergers and acquisitions, plans of reorganization, financial restructurings as well as private placement for senior and subordinated debt.

Life Before Phoenix

Prior to joining Phoenix, Mr. Barr was an investment Analyst for a family office. As an Investment Analyst, his responsibilities included portfolio management, investment research, and performance reporting. Mr. Barr began his professional career at JB Investments Fund, LP, a hedge fund focused on distressed investing opportunities.

Education & Affiliations

Mr. Barr earned a Bachelor of Science in Economics, with a concentration in Finance, from the Wharton School at the University of Pennsylvania. He is an active member of the Turnaround Management Association (TMA) and Association for Corporate Growth (ACG). Mr. Barr holds a Chartered Financial Analyst (CFA) designation from the CFA Institute and is registered with FINRA and holds his Series 79 license.

Featured Transactions

Interim CFO, Printing and Direct Mail Services: Closed the monthly financial statements, cash management, cash flow, and financial statement forecasting, while serving as a liaison to the Company’s senior lender. 

Interim Controller and Financial Advisor, Consulting and Staffing Services for Oil & Gas Industry: Developed month end reports for cash management, cash flow forecasting, and budget development and presented monthly financials to the Board of Directors, establishing a new $20 million revolving credit facility.

Financial Advisor, Manufacturer and Packager of Cosmetic Products: Managed the Company’s financial function and team, while developing the Company’s budget and long range projections after struggling with cash management and liquidity.

Financial Advisor, Importer and Distributor of Seafood: Provided cash flow and financial statement forecasting and cash management responsibilities, while overseeing the Company’s bi-weekly borrowing base submission and communications with its senior lender and other external constituents.

Financial Advisor, Distributor of Pipes and Valves: Oversaw staff functions as the Company liquidated their assets outside of bankruptcy court.

Support to an Expert Witness, City of Detroit: Provided support and analysis to Phoenix’s expert witness who reported and testified on the City of Detroit’s Reorganization plan developed in bankruptcy. Responsible for analyzing and vetting the City’s financial projections and restructuring initiatives.

Financial Advisor, Processor and Canner of Vegetables: Performed due diligence, provided strategic advice, and developed financial projections for the Company as they contemplated acquiring a competitor.

Financial Advisor, Salmon Farmer: Provided cash management and financial forecasting and communicated with various constituents on the Company’s behalf including the Company’s senior lender.

Interim Controller, Engineering Company: Held responsibility for financial forecasting, communicating with customers and vendors, and closing the monthly financials.

Financial Advisor, Contract Manufacturer of Aerosol Cans: Completed a $21.5 million refinancing of the Company’s senior and term debt and established a new capex facility.

Financial Advisor, Contract Manufacturer of Cosmetic Products: Completed a $5.75 million refinancing of the Company’s senior debt and term debt.

Financial Advisor, Manufacturer of Copper Wire and Cables: Completed a $33.6 million refinancing of the Company’s senior and term debt and established a new capex facility.

Financial Advisor, Manufacturer and Compounder of Plastics: Completed a $49 million refinancing of the Company’s senior debt and term debt, while establishing a new capex facility.

Financial Advisor, Sweet Potato Farmer and Distributer: Established a new $8 million revolving credit facility for the Company.

Office: (484) 841-6801

Mobile: (484) 678-5953

Office Location: Philadelphia

Years with Phoenix: 10

Years of Experience: 10

Service Specialties:

Turnaround / Crisis Management

Interim Management

Strategic Advisory

Financial Forecasting

Cash Management

Operational Assessment

Bankruptcy Advisory

Winddown & Recovery

Profit Improvement

Recapitalization

Refinancing

Expansion/Growth Financing

Balance Sheet Restructurings

Industry Specialties:

Apparel

Building Products

Business Services

Consumer Products

Food and Beverage

Healthcare

Information Technology

Machinery/Equipment

Manufacturing

Oil and Gas

Paper Products

Personal Care Products

Plastics

Printing/Direct Mail

Public Sector/Not-for-Profits

Restaurants

Technology

Utilities

Let’s create value together.

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