February 7, 2022

Recapping 2021

For 35+ years, Phoenix has provided smarter, operationally focused solutions for middle market companies and their investors in transition. In 2021, Phoenix assisted 70+ clients across our primary service areas: turnaround, investment banking, transaction advisory, and growth assignments.

Select Phoenix Engagements in 2021

• Served as Chief Restructuring Officer to a R&D company with a focus on development of anti-microbial surface treatment technology.
• Performed a business & operational assessment for a distributor of consumer floor care products.
• Provided Quality of Earnings review for a designer and importer of outdoor equipment.
• Performed a business & operational assessment for a wholesaler and distributor of rugs.
• Served as Chief Restructuring Officer to a manufacturer of high-quality food products during its bankruptcy proceeding.
• Provided financial forecasting to a security solutions provider.
• Performed a business and operational assessment for a provider of nursing, rehab, and long-term care healthcare services.
• Served as Integration Manager to manufacturer, fabricator, and supplier of fencing products.
• Served as Chief Executive Officer to a provider of restoration services.
• Served as Independent Director to a leading U.S. retailer of beauty and well-being products.
• Served as Financial Advisor to a 100-year old business as it wound down its affairs.

Phoenix Industry Leadership in 2022

Some of our professional’s industry leadership roles as we enter 2022:

• Michael Jacoby:
  • Board Member of the Consumer Bankruptcy Assistant Project
  • Fellow of American College of Bankruptcy
  • Board Member of the Philadelphia Chapter Secured Finance Network
  • Member of the TMA Global Finance Committee
  • Board Member and immediate past President of the Philadelphia Chapter of the Association for Corporate Growth
• Brian Gleason:
  • President of the Global Certification Oversight Committee for TMA
  • Vice President of Certification on TMA Executive Board
• Joseph Nappi:
  • Alternate Board Member on the Board of Trustees for TMA Global
  • Board Member and immediate past President of the TMA Northeast
• Rodney Gayle:
  • Vice Chairman of the TMA NYC Pro Bono Committee
• Rick Szkelyi
  • Board Member and VP of Northern Ohio TMA
• Marc Sullivan
  • Board Member of the national Private Directors Association
  • Board Member of TMA Atlanta
  • President of the Atlanta Chapter of the Private Directors Association
  • Board Member of the Harvard Business School Club of Atlanta
  • TMA Global Board of Trustees
• Michael Gaul:
  • Chairman of the TMA Philadelphia Charitable Activities Committee
• Mark Karbiner:
  • Member of the Philadelphia Chapter of the Association for Corporate Growth (ACG) Marketing Committee
• Patrick Bellot:
  • Chair of TMA NextGen Committee in Philadelphia

Supporting Our Industry in 2022

Phoenix is a proud financial sponsor of many trade groups that provide leadership in our industry, including:

• Turnaround Management Association
  • Northeast Chapter
  • NYC Chapter
  • Philadelphia Chapter
  • Ohio Chapter
  • Atlanta Chapter
• Secured Finance Network
  • New England Chapter
  • Education Foundation
• Association for Corporate Growth
  • M&A East

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