Phoenix Advises Metal Coatings Provider on Refinancing Deal with Rosenthal & Rosenthal

Phoenix Management Services acted as the financial advisor to a Midwest-based manufacturing metal coatings provider in arranging, structuring and negotiating a $2.75 million loan package with Rosenthal & Rosenthal.

November 10, 2021 Jason Egger | Phoenix Management Services | Rick Szekelyi | Rosenthal & Rosenthal Ian Koplin

Rosenthal & Rosenthal Provides $2.75MM in Financing to Coatings Provider

Rosenthal & Rosenthal completed a $2 million revolving credit facility and a $750,000 term loan to support the working capital needs of an Ohio-based finishing and coatings company serving the automotive, appliance and electrical industries.

October 27, 2021 Jason Egger | Phoenix Management Services | Rick Szekelyi | Rosenthal & Rosenthal Ian Koplin

Rosenblum and Warsaw Join Phoenix Capital Resources as Managing Directors

Phoenix Management Services appointed Steven Rosenblum and Steven Warsaw as managing directors of the firm’s investment banking affiliate, Phoenix Capital Resources.

August 2, 2021 Michael Jacoby | Phoenix Management Services | Steven Rosenblum | Steven Warsaw Ian Koplin

2021 Turnaround Management Directory

ABF Journal expanded and updated its turnaround management directory, highlighting some of the top firms in the industry.

June 17, 2021 Arch + Beam | B. Riley Financial | BDO USA | Carl Marks Advisors | CROLEY MARTELL & ASSOCIATES | EisnerAmper LLP | MelCap Partners | Newpoint Advisors Corporation | O'Keefe | Phoenix Management Services | RCS Real Estate Advisors | RJ REUTER BUSINESS CONSULTING | Sherwood Partners | The Brownstein Corporation | WILLOW OAK ADVISORY GROUP Ian Koplin

New Levels of Uncertainty: Reflections on a COVID-19 Capital Raise

Finding the right partner to raise capital for a refinancing always has its challenges, but in the midst of COVID-19, those challenges have become more numerous and severe. Bayard Hollingsworth of Phoenix Management Services explains some of the considerations lenders and borrowers must focus on in this environment by looking back at a successful transaction made during the pandemic.

November 16, 2020 Bayard Hollingsworth | Phoenix Management Services Grace Garwood

Reflections on a COVID-19 Capital Raise

Finding the right partner to raise capital for a refinancing always has its challenges, but in the midst of COVID-19, those challenges have become more numerous and severe. Bayard Hollingsworth of Phoenix Management Services explains some of the considerations lenders and borrowers must focus on in this environment by looking back at a successful transaction made during the pandemic.

July 27, 2020 Bayard Hollingsworth | Phoenix Management Services Phil Neuffer

COVID-19 Causes Near-Term Economic Pessimism for Lenders

More than two months of nationwide shutdowns have taken a toll on the nation’s economy, deteriorating optimism from earlier in the year among lenders. Michael E. Jacoby and Jessica Zwirzina walk through the results of Phoenix Management Services’ quarterly “Lending Climate in America” survey to capture the current sentiment.

June 1, 2020 Jessica Zwirzina | Michael E. Jacoby | Phoenix Management Services Phil Neuffer

Lenders Expect Increases in Bankruptcies and Loan Losses Due to COVID-19

The COVID-19 pandemic has created pessimism in the U.S. economy’s near-term performance, according to a survey from Phoenix Management. The survey revealed 100% of lenders expect an increase in bankruptcies and loan losses.

May 20, 2020 Michael Jacoby | Phoenix Capital Resources | Phoenix Management Services | Phoenix Transaction Advisory Services Phil Neuffer

Lenders Think COVID-19 Will Dictate Economic Direction in 2020

Lenders believe the coronavirus pandemic will be the leading economic driver in 2020, according to a survey from Phoenix Management.

April 1, 2020 Michael Jacoby | Phoenix Capital Resources | Phoenix Management Services | Phoenix Transaction Advisory Services Phil Neuffer

Providing Leadership in the Wake of the Coronavirus Pandemic

Brian Gleason of Phoenix Management Services details how executives must display the most important tenets of leadership to survive the economic turmoil caused by the novel coronavirus (COVID-19) pandemic.

March 25, 2020 Brian Gleason | coronavirus | Phoenix Management Services | Turnaround Management Phil Neuffer