Global consulting firm J.S. Held, proudly celebrating 50 transformative years, acquired Stapleton Group and announces the creation of the Strategic Advisory practice under the leadership of Michael Jacoby, CTP. The Stapleton Group acquisition further...
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October 10, 2024, 08:12 AM
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Global consulting firm J.S. Held, proudly celebrating 50 transformative years, reveals the “Lending Climate in America” survey results from Phoenix Management, a part of J.S. Held. The third quarter survey results highlight concern about the...
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September 20, 2024, 08:05 AM
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J.S. Held reveals the “Lending Climate in America” survey results from Phoenix Management, a part of J.S. Held. The first quarter survey results highlight concern about the outcome of the upcoming Presidential election and increased uncertainty...
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March 28, 2024, 09:03 AM
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Phoenix Management, a part of J.S. Held, released the results of their Q4 2023 “Lending Climate in America” survey, which asked lenders how the credit ratings in their portfolios have changed from Q3 to Q4. A high majority of lenders (83%) signified...
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January 19, 2024, 07:58 AM
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Phoenix IB, a part of J.S. Held acted as the financial advisor and investment banker to Congoleum Acquisition, LLC in arranging, structuring, and negotiating a $10.0 million loan package with Pathward. Proceeds from the financing will be utilized to...
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November 20, 2023, 07:58 AM
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Phoenix Management, a part of J.S. Held “Lending Climate in America” third quarter survey results reveals increased optimism in the economy despite some contradicting underlying factors.Phoenix’s Q3 2023 “Lending Climate in America” survey asked...
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November 20, 2023, 07:35 AM
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Global consulting firm J.S. Held announced expanded corporate finance and investment banking expertise with the acquisition of Phoenix Management, providing operationally focused turnaround, transaction, strategic growth investor services, and...
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October 10, 2023, 08:15 AM
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The fourth quarter Phoenix Management “Lending Climate in America” survey results reveals the imminent threat of a slow-down in consumer spending.With extra tax credits and pandemic-related stimulus payments halted, the IRS has warned Americans to...
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April 13, 2023, 07:50 AM
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The fourth quarter Phoenix Management “Lending Climate in America” survey results reveal that inflation continues to plague the economy and is expected to do so well into 2023..Phoenix’s Q4 2022 “Lending Climate in America” survey asked lenders how...
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January 19, 2023, 07:48 AM
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The third quarter Phoenix Management “Lending Climate in America” survey results reveals the impact inflation is having on global economic conditions and consumer spending.Phoenix’s Q3 2022 “Lending Climate in America” survey asked lenders to...
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October 28, 2022, 07:44 AM
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Lucien Batawi joined Phoenix as a Senior Analyst in the firm’s Boston office and brings to the firm his solid business analytic skills. He is a graduate of Bentley University where he earned a Bachelor of Science degree in Corporate Finance and...
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August 30, 2022, 06:00 AM
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Phoenix IB acted as the exclusive financial advisor and investment banker to Polymeric Resources Corporation in arranging, structuring, and negotiating a refinancing of $30 million through Citizens. The new refinancing consists of a Revolving Line of...
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July 15, 2022, 07:51 AM
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According to the second quarter Phoenix Management “Lending Climate in America” survey results, supply chain disruptions and continued inflation to be the biggest concerns for consumers and the U.S. economy.Phoenix’s Q2 2022 “Lending Climate in...
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May 20, 2022, 07:51 AM
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The first quarter Phoenix Management “Lending Climate in America” survey results reveals the majority of lenders anticipate geopolitical tension and an increase in interest rates to be the biggest economic headwind in 2022.Phoenix’s Q1 2022 “Lending...
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March 18, 2022, 08:06 AM
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The fourth quarter Phoenix Management “Lending Climate in America” survey results reveals supply chain constraints are the biggest concern for the U.S economy as we enter 2022.COVID-19 has amplified the carrier shortage causing major supply chain...
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December 10, 2021, 08:05 AM
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Phoenix Capital Resources, a leading middle market special situations investment bank, served as the exclusive investment banker to Fast Track Leasing, LLC in its sale to an affiliate of Buggy TLC Rentals.Fast Track is one of New York City’s...
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November 03, 2021, 07:38 AM
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From the third quarter Phoenix Management “Lending Climate in America” survey results reveal a weakened U.S. economy in the near and long term.After a brief resurgence, lenders displayed a more adverse outlook and assessment of the U.S. economy for...
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October 15, 2021, 07:52 AM
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Phoenix Management Services appointed Steven Rosenblum and Steven Warsaw as Managing Directors of the firm’s investment banking affiliate, Phoenix Capital Resources®.Well known in the industry for their transaction-based experience, they bring to the...
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July 30, 2021, 08:00 AM
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From the second quarter Phoenix Management “Lending Climate in America” survey results reveals optimism in the U.S. economy with results for the near-term economy exceeding pre-pandemic predictions for the first time since the country shutdown due to...
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May 20, 2021, 07:50 AM
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The first quarter Phoenix Management “Lending Climate in America” survey results reveal the third stimulus package will cause inflationary pressure in the U.S. economy.The third stimulus package includes nearly $2 trillion in coronavirus relief funds...
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March 18, 2021, 08:15 AM
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From the fourth quarter Phoenix Management “Lending Climate in America” survey results reveal a slow and choppy recovery after COVID-19.While the majority of lenders surveyed seem to believe economic recovery after COVID-19 to be slow and choppy, the...
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December 10, 2020, 08:30 AM
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Phoenix Management Services has appointed Eliana Lopez as a Vice President in the firm’s Boston office. Lopez brings to the firm more than 12 years of experience in financial and operational management.Lopez is a strong financial leader that deploys...
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May 13, 2020, 08:55 AM
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Larry Blackman joined Phoenix Management Services as a Senior Director in the firm’s Boston, MA, office and brings to the firm more than 25 years of experience in finance and operations.Blackman is a financial leader that deploys a hands-on approach...
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February 20, 2020, 09:00 AM
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The outlook for the U.S. economy in the long-term continued downward from last quarter as lenders continue to indicate a pessimistic view about the U.S. economy. The long-term grade point average (GPA) decreased 39 percentage points to 1.65 from the...
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December 23, 2019, 09:00 AM
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From the third quarter Phoenix Management “Lending Climate in America” survey, results reveal lenders are increasingly pessimistic of the U.S. economy in both the near and long term.After a brief resurgence in Q2 2019, lenders displayed a more...
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October 18, 2019, 09:00 AM
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Phoenix Management Services announced the appointment of Marc Sullivan, CFA as a Managing Director in the firm’s Atlanta, GA office.Sullivan joins Phoenix and complements an outstanding team of professionals. He brings to the firm more than 20+ years...
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August 16, 2019, 08:59 AM
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New England Motor Freight, Inc. announced that the Company and ten related entities have voluntarily filed for relief under Chapter 11 of the Bankruptcy Code in the U.S. Bankruptcy Court for the District of New Jersey in Newark on February 11, 2019....
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February 12, 2019, 07:27 AM
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Phoenix Management Services announced the promotion of Joseph Nappi to Senior Managing Director and Shareholder of the firm.Nappi, a mainstay in the firm’s Boston, MA office for fourteen years, is a seasoned professional with over 20 years of...
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January 09, 2019, 07:11 AM
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From the third quarter Phoenix Management “Lending Climate in America” Survey, results show a positive outlook for the U.S. Economy in both the near- and long-term as lenders confidence in the U.S. economy continues to strengthen.Lenders’ confidence...
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October 11, 2018, 07:09 AM
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From the second quarter Phoenix Management “Lending Climate in America” Survey, results show a positive outlook for the U.S. Economy and set a record high for the near-term GPA in the history of the survey.Lenders’ confidence on how they expect the U...
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June 08, 2018, 07:10 AM
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From the first quarter Phoenix Management “Lending Climate in America” Survey, results show a positive outlook for the U.S. economy and modest growth for the U.S. equity markets.
Lenders’ confidence on how they expect the U.S. economy to perform...
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April 09, 2018, 07:26 AM
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From the fourth quarter Phoenix Management “Lending Climate in America” Survey, results shows a positive and optimistic outlook for the U.S. economy in the near term. Lenders' confidence on how they expect the U.S. economy to perform during the next...
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January 12, 2018, 07:34 AM
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Lenders are reporting a marked shift in their outlook on the U.S. economy in both the near and long term.
According to the Phoenix Management “Lending Climate in America” Survey for the third quarter, lenders expect near term GPA to be higher than...
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October 16, 2017, 07:17 AM
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Dennis Bobker will retire from full-time work with Phoenix Management Services effective December 31st, 2016.Dennis Bobker has been a valued member of the Phoenix Team for more than 15 years; providing leadership to our clients, contributing to...
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December 28, 2016, 08:04 AM
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From the fourth quarter Phoenix Management "Lending Climate in America" Survey, results shows a positive outlook on the U.S. economy in both the near and long term. Lenders confidence on how they expect the U.S. economy to perform beyond the next 6...
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December 19, 2016, 08:00 AM
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From the third quarter Phoenix Management “Lending Climate in America” Survey, results shows a shift on lenders outlook on the U.S. economy in both the near and long term.The 3Q 2016 survey results continue the trend towards more pessimism on longer...
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October 10, 2016, 07:44 AM
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Presidential Financial Corporation (PFC) announced Jason Hanes has joined its team as a business development officer. In his new role, Hanes will be responsible for originating, structuring, and funding asset-based financing solutions with...
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August 16, 2016, 07:37 AM
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On May 13, 2016, the U.S. Bankruptcy Court, District of Delaware, authorized the retention of PMCM, LLC to provide Michael E. Jacoby as Chief Restructuring Officer, and to coordinate efforts and market the assets of AF-Southeast, LLC, Allied Fiber --...
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June 01, 2016, 07:45 AM
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From the second quarter Phoenix Management “Lending Climate in America” Survey, results shows a positive long term economy outlook with lenders becoming more optimistic about the U.S. economy in the next 6-12 months.The 2Q 2016 survey results...
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May 27, 2016, 08:08 AM
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Phoenix Capital Resources, the investment bank affiliate of Phoenix Management Services, LLC, acted as the exclusive financial advisor and investment banker to Lane Enterprises, Inc. PNC Bank, N.A. provided a new $54.6 million credit facility to Lane...
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March 02, 2016, 07:56 AM
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Phoenix Management Services, a leading provider of sustainable, operationally focused solutions, is pleased to announce the promotion of several top professionals to support the firm's continuous growth.Rodney Gayle, a pragmatic and metric-driven...
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January 29, 2016, 07:23 AM
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From the fourth quarter Phoenix Management “Lending Climate in America” Survey, results shows continued expectations for interest rate spreads to increase indicating a less attractive market for borrowers moving forward into 2016.Lenders confidence...
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January 14, 2016, 07:24 AM
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From the third quarter Phoenix Management “Lending Climate in America” Survey, results show lower expectations for domestic economic performance in both the short and long term.Lenders indicated deteriorating confidence in how they expect the U.S....
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October 26, 2015, 07:21 AM
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From the first quarter Phoenix Management "Lending Climate in America" Survey, results show increased expectations for domestic commercial lending over the next six months. In Q1 2015, domestic lending expectations increased in all categories when...
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March 31, 2015, 07:44 AM
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Phoenix Management Services, a leading provider of sustainable, operationally focused solutions, announced that five new professionals have joined the firm to support its continued growth and expansion of services.David Drinan joins Phoenix as a...
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March 20, 2015, 08:05 AM
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From the second quarter Phoenix Management “Lending Climate in America” Survey, results show that lenders sentiment towards U.S. commercial lending was equal to last quarter’s strong reading of forty-five percent. The high level of confidence in...
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June 12, 2014, 07:48 AM
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From the fourth quarter Phoenix Management “Lending Climate in America” Survey, results show that lenders anticipate their borrowers making new capital investments, acquisitions and hiring. Additionally, expectations for loan losses, bankruptcies...
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January 28, 2014, 07:42 AM
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Phoenix Management Services, a leading provider of sustainable, operationally focused solutions for middle-market companies in transition, announced the promotion of Joseph Nappi as Managing Director in its Boston office. Nappi is a seasoned...
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January 08, 2014, 07:38 AM
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Phoenix Management Services announced the appointment of Martha E.M. “Marti” Kopacz as a Senior Managing Director in its Boston, MA office. Kopacz joins Phoenix and complements its already outstanding team of Senior Managing Directors and...
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October 03, 2013, 08:04 AM
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Phoenix Management Services acted as the exclusive financial advisor to Final Word Investments, LLC (Final Word), the family holding company of Budd Goldman (Founder, Chairman and CEO of Ellery Homestyles) in connection with its partnership with...
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September 11, 2013, 07:46 AM
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Phoenix Management Services served as exclusive Restructuring Financial Advisor in arranging, structuring and negotiating the refinancing for Globe Wireless, LLC , one of the world’s leading providers of satellite communications and information...
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August 16, 2013, 07:49 AM
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Phoenix Capital Resources acted as the exclusive investment banker to Trans National Communications International, a Boston, MA-based provider of diversified telecommunications services primarily to small- and medium-sized businesses in the United...
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August 01, 2013, 07:44 AM
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The second quarter Phoenix Management “Lending Climate in America” Survey, results show more lenders anticipate spreads to decrease.Fifty-eight percent of respondents (versus sixty-five percent in the previous quarter) anticipate maintaining lending...
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June 27, 2013, 08:08 AM
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From the first quarter Phoenix Management “Lending Climate in America” Survey, results show that lenders have shifted lending expectations from negative to positive.
When asked about domestic lending, 48% of lenders feel that it will increase in the...
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April 09, 2013, 08:03 AM
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From the fourth quarter Phoenix Management “Lending Climate in America” Survey, results show that retail trade and finance & insurance industries supplanted construction for the first time in two years as those industries most likely to experience...
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January 08, 2013, 07:23 AM
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According to the third quarter Phoenix Management “Lending Climate in America” Survey, it appears that there are two different lending markets – one for larger and healthier companies and one for smaller and less-healthy companies.“It seems as the...
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October 19, 2012, 07:00 AM
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