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April 8, 2021

Marc Sullivan Earns Series 79

Marc Sullivan Earns Series 79 Investment Banking License

Phoenix is proud to announce that Marc Sullivan, CFA, CTP, Managing Director with Phoenix Capital Resources, has earned his Series 79 and has become a licensed Investment Banking Representative with FINRA. Marc is a financial leader with more than 25 years of experience managing and advising clients on complex transactions and situations. His breadth of experience within investment banking spans mergers and acquisitions, recapitalizations, refinancing, balance sheet restructurings, expansion/growth financings, and divestitures.

Marc deploys a hands-on approach, creatively delivering successful results to companies across a broad spectrum of sizes and sectors. His investment banking and advisory experience includes advising publicly traded, closely held, private, sponsored and family-owned entities. In addition, Marc’s comprehensive global presence, combined with his transactional leadership and wide range of industry experience, makes him instrumental in the origination and execution of both domestic and cross border transactions. Over the course of his career, Marc has advised companies in North America, South America, Europe, and Africa.

Marc earned his bachelor’s degree in Finance from Morehouse College and earned an MBA from Harvard Business School. Marc is a CFA Charterholder and a Certified Turnaround Professional. Marc is the Co-Chairman of the Private Directors Association’s Private Equity Initiative and a member of the Turnaround Management Association’s Global International Committee. Marc is on the board of the Harvard Business School Club of Atlanta, the Turnaround Management Association of Atlanta, and the National Board of the Private Directors Association. Marc is also an active volunteer for the CFA Institute.

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