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