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Marc Sullivan, CFA

Marc Sullivan, CFA

Managing Director

Bio

Marc Sullivan is a Managing Director at Phoenix Management Services in the firm’s Atlanta, GA office. He has more than 20 years of executive management and finance experience and has been an investor and advisor to both high growth and transitional companies. 

Marc has primarily worked with privately owned companies with revenues ranging from $25 million to $500 million. His knowledge and expertise includes a broad range of old economy industries with hard assets such as steel, paper and forest products, manufacturing, oil and gas, and infrastructure industries such as engineering, construction, and power. He has extensive international experience having worked with clients in over 20 countries, traveled to over 40, and having lived in 4.

Marc works closely with clients to find sustainable, actionable solutions to operational, financial, and governance challenges. He has extensive experience in interim management, crisis and liquidity management, corporate finance advice, and governance. He has served in a multitude of interim management roles, including but not limited to, interim CEO, interim CFO, and Chief Restructuring Officer. Marc has successfully worked with a wide range of stakeholders including management, the board of directors, both unionized and non-union employees, lenders, and private equity investors.

Life Before Phoenix

Prior to joining Phoenix, Mr. Sullivan worked in a variety of entrepreneurial and leadership roles. He was the founder and CEO of Sullivan & Associates LLC/EFM Restructuring Advisors providing services in turnaround and restructuring advice and interim management. He served as Chief Restructuring Officer, interim CEO, and Chief Financial Officer to companies within the printing, advertising, and construction industries. In addition, Marc was an Advisor to the Board of Directors of a phosphates mining company.

Education & Affiliations

Mr. Sullivan obtained his B.A. in Finance from Morehouse College in Atlanta, GA and earned his M.B.A. from the Harvard School of Business with concentrations in Finance and Management. In addition, he holds a Chartered Financial Analyst (“CFA”) designation from the CFA Institute. Marc is a Board Governance Fellow of the National Association of Corporate Directors and serves on the board of the Atlanta Chapter of the Turnaround Management Association.

Office: (404) 814-5285

Mobile: (404) 729-1792

Office Location: Atlanta

Years with Phoenix: 2

Years of Experience: 23

Service Specialties:

Turnaround Management

Crisis Management

Interim Management

Business Assessment

Liquidity Management

Profit Improvement

Strategic Advisory

Bankruptcy Advisory

Board Advisory

Business Plan Validation

Financial Modeling

Financial Planning & Analysis

Sell-Side Preparation

Buy-Side Diligence

Balance Sheet Restructuring

Refinancing

Capital Raise

Mergers & Acquisitions

Equity Raise

Industry Specialties:

Automotive

Building Products

Business Services

Chemicals

Construction

Financial Services

Machinery/Equipment

Manufacturing

Mining

Oil and Gas

Paper Products

Plastics

Printing/Direct Mail

Public Sector/No-for-Profits

Steel

Utilities

Let’s create value together.

Contact Phoenix