Press Releases

August 4, 2022

Phoenix News & Updates

Phoenix’s commitment and dedication to our clients was front and center during the first seven months of the year as we assisted 25+ clients across our four service groups – Phoenix Management Services, Phoenix Transaction Advisory Services, Phoenix IB, and Phoenix Growth Services.

Select Phoenix Engagements

  • Serving as Chief Operating Officer & Chief Financial Officer to a manufacturer of complex 3D printing equipment.
  • Performing a business & operational assessment for a transporter of petroleum products.
  • Providing Quality of Earnings review for a prominent restaurant service and repair company.
  • Performing a business & operational assessment for a manufacturer of water systems.
  • Performing a business and operational assessment for an overnight, same day, and scheduled delivery service provider.
  • Providing sell-side advisory services to a public relations management & consulting service provider.
  • Performing a business and operational assessment for an operator of 70+ quick-service restaurant operations.
  • Serving as Financial Advisor to a political consulting & telemarketing business as it winds down its affairs.
  • Serving as Interim Controller to a venture capital firm.
  • Serving as Chief Financial Officer to a distributor of plumbing products.

Current Phoenix IB Sale Mandates

  • Serving as Investment Banker to a leading manufacturer of chocolate specialties
  • Serving as Investment Banker to a manufacturer of hair and body products.
  • Serving as Investment Banker to a provider of medical therapy services.
  • Serving as Investment Banker to a high security printer and technology company.
  • Serving as Investment Banker to a distributor of plumbing products.

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
  • 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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