Lenders Expect Consumer Spending to Slow Down Dramatically in 2023

According to a survey from Phoenix Management Services, 78% of lenders expect consumer spending to dramatically decrease, as pandemic-related liquidity and tax benefits have calmed after inflating normal cash inflow and spending availability.

April 14, 2023 Michael Jacoby | Phoenix Management Services Ian Koplin

Rosenthal & Rosenthal Completes $13MM in Recent Transactions

Rosenthal & Rosenthal recently completed several transactions totaling $13 million, including an asset-based lending deal and three deals from its newest division, Pipeline, which serves e-commerce and direct-to-consumer businesses.

November 2, 2022 Andrew Barone | Phoenix Management Services | Rick Szekelyi | Rob Martucci | Rosenthal & Rosenthal Phil Neuffer

Rosenthal & Rosenthal Provides $1.75MM PO Facility to Printing and Tech Company

Rosenthal & Rosenthal completed a $1.75 million purchase order financing facility to support a high-security printing and technology company working with the U.S. government.

June 9, 2022 Jim Fleet | Mega Flaherty | Phoenix Management Services | Rosenthal & Rosenthal Ian Koplin

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