Press Releases


Learn about our latest milestones and business engagements.

January 12, 2021

Phoenix Year End Review

2020 Year in Review: Unique and Challenging

  • Phoenix’s commitment and dedication to our clients allowed us to advise 21 clients in obtaining approximately $70 million+ in PPP loans. Our professionals preserved more than 4,000 jobs in a wide range of industries, including but not limited to, manufacturing, food and beverage, consumer products, and healthcare.

New Promotions

  • RJ Bell has been promoted to Associate. RJ joined the firm in 2018 and has provided financial support to a wide range of Phoenix clients. He is a Magna Cum Laude graduate from the Moore School of Business at the University of South Carolina where he obtained Bachelor degree’s in both Finance and International Business. RJ is a registered investment banking representative with FINRA and holds his Series 79 license.
  • Kevin Doyle has been promoted to Associate. Since joining Phoenix in 2018, he has assisted Phoenix clients on a wide range of engagements providing financial analysis. Kevin is a graduate from Villanova University where he obtained his Bachelor degree in Economics.
  • Kyle Landis has been promoted to Senior Analyst. Kyle joined Phoenix in January 2020 after serving as a Portfolio Associate with Cognetic Capital Advisors. Kyle is a graduate of Pennsylvania College of Technology where he earned a dual Bachelor of Science degree in Accounting and Business Administration Banking and Finance.

Awards, Recognitions, and Certifications

  • Marc Sullivan, Managing Director at Phoenix Management Services, has been awarded the designation of Certified Turnaround Professional from the Turnaround Management Association. Marc has more than 20 years of executive management and finance experience and has been an advisor to both high growth and transitional companies.
  • Rodney Gayle, Managing Director at Phoenix Management Services, has been awarded the designation of Certified Turnaround Professional from the Turnaround Management Association. As a financial leader, Rodney has more than 30 years of experience managing and advising clients in complex situations.
  • Kyle Landis earned his Series 79 with FINRA. In addition to his Series 79, Kyle also holds his Series 7 and 63 investment banking licenses with FINRA.
  • Sean Rieder earned his Series 79 with FINRA. In addition to his Series 79, Sean also holds his Series 65 investment banking licenses with FINRA and holds a Chartered Financial Analyst (CFA) designation from the CFA Institute.

Sample of Phoenix Engagements

  • Serving as Chief Restructuring Advisor to a 100-year-old, 4th generation family camp and cottage rental business.
  • Serving as Bankruptcy Advisor to a manufacturer of flooring products for residential, commercial, and industrial use.
  • Providing a large manufacturer of digital and screen-printing equipment with assistance in their response to COVID-19.
  • Serving as Chief Restructuring Advisor to a manufacturer and distributor of organic lawn and garden products.
  • Performing a business and operational assessment for a manufacturer of air and gas handling equipment.
  • Serving as Financial Advisor to the Official Equity Committee in a gems and minerals bankruptcy case.
  • Serving as Chief Restructuring Advisor to an owner of 100+ health clubs.
  • Providing operational and profit improvement for a service provider of risk management to the education sector.

Phoenix COVID-19 Related Resources

  • Marc Sullivan, Managing Director, authored a white paper titled “Lower for How Much Longer.” The oil and gas industry has been hard hit by the COVID-19 pandemic. The white paper explores the fundamentals of the oil market, bankruptcy in the oil and gas exploration and production industry, and the current landscape for funding in the industry.
  • Michael Gaul, Senior Director, authored an article titled “How Companies are Cutting Costs During the COVID-19 Pandemic” for ABF Journal. The article takes a look at how some companies are cutting costs, especially those struggling to survive in an economy damaged by the COVID-19 pandemic.
  • Bayard Hollingsworth, Managing Director, authored an article titled “Reflections on a COVID-19 Capital Raise.” The article explains some of the considerations lenders and borrowers must focus on in a COVID-19 environment by looking back at a successful transaction made during the pandemic.
  • Marc Sullivan, Managing Director, authored an article titled “Board Best Practice Series: Managing Conflict Transactions.” The article discusses who should be appointed to the special committee of the board and the steps to take when managing conflict transactions.
  • Marc Sullivan, Managing Director, authored a blog titled “Implementing a Response to COVID-19: Keys to a Successful Turnaround Plan.” The COVID-19 pandemic has added new and unpredictable challenges for companies worldwide. The blog explains how Phoenix professionals can guide clients to success by implementing a successful turnaround plan.
  • Joseph Nappi, Senior Managing Director, authored a blog titled “When Working from Home is the New Normal: How to Keep Business on Track During COVID-19.” The sudden onset of COVID-19 has affected work all over the world. The blog explores some of the top concerns reported by managers of remote teams and discuss how to keep business on track.
  • Joseph Nappi, Senior Managing Director, authored a blog titled “Mergers and Acquisitions: The Current State and Predictions for 2021.” The blog recaps of the state of M&A throughout 2020 and a look at what 2021 may bring.
  • Michael Jacoby, Senior Managing Director and Jessica Zwirzina, Marketing and Communications Manager co-authored an article on Phoenix’s “Lending Climate in America” survey for The Secured Lender in December 2020. The survey revealed slow growth and a choppy recovery after COVID-19.

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