growth

Building Service Provider

services

Phoenix performs an operational assessment and serves as interim CFO for a building service provider growing the Company to more than $8 million in annual revenue.

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growth

Technology Company

technology

Phoenix is engaged by a portfolio company of a PE fund to serve as CFO from day 1 while it completed its search for a full time CFO.

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growth

Leader in Artificial Intelligence

technology

Phoenix is engaged to provide insight to the Board of venture capital investors in support of their continued investment in a leader of artificial intelligence.

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turnaround

Major Wall Street Investment Bank

financial

The Client Major Wall Street Investment Bank Lease Portfolio. The Challenge A major Wall Street Investment Bank was the warehouse lender to a number of distressed leasing companies. The Investment Bank repossessed its collateral and found itself managing the wind down of more than $400 million of leases from four separate leasing companies with a […]

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turnaround

Creditors Committee

manufacturing

Through Phoenix’s actions, a Creditors Committee is able to extract a 10% premium from a stalking horse bidder during a bankruptcy proceeding.

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turnaround

Private Aviation Parts Distributor

distribution

Phoenix serves as financial advisor and implements a revised business plan for an aviation parts distributor.

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