Phoenix IB, part of J.S. Held, acted as the exclusive investment banker to its long-term client, Spray Products Corporation, in arranging, structuring, and negotiating a $40 million loan package with Legacy Corporate Lending. “Phoenix IB is...
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November 06, 2024, 08:15 AM
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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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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 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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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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Phoenix recognizes Michael Jacoby, Senior Managing Director and Shareholder, for his 3 decades of service at Phoenix.Jacoby joined Phoenix in 1992, and at the time became its 4th employee. He became a shareholder in 1994 and has been instrumental to...
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February 07, 2022, 07:47 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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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 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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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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Phoenix Capital Resources, a leading middle-market special situations investment bank, acted as the exclusive financial advisor and investment banker to Kalas Manufacturing, Inc. in arranging, structuring and negotiating a loan package of $33.6...
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July 20, 2016, 07:52 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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From the second quarter Phoenix Management "Lending Climate in America" Survey, results showed increased expectations for the performance of the domestic economy over the next six months while the long term expectations fell. In Q2 2015, the lenders...
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May 29, 2015, 07:53 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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From the fourth quarter Phoenix Management "Lending Climate in America" Survey, results show a changing lending environment. For the first time since Q4 2010, more lenders expect their financial institution to tighten their loan structures than relax...
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January 13, 2015, 08:00 AM
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From the third quarter Phoenix Management “Lending Climate in America” Survey, results show that lenders are concerned with U.S. housing market and the stability of the stock market.
When asked to choose two factors that could have the strongest...
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November 05, 2014, 07:47 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 first quarter Phoenix Management “Lending Climate in America” Survey, results show that lenders continue to be very optimistic about lending and economic indicators.In terms of lending, there are several categories worth mentioning. The...
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April 08, 2014, 07:27 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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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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