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National Lending Survey Results Reveal Concern for Q3 and Q4 2024 - News

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 a decline in credit ratings, consisting of 67%/17% split between a slight decline and a...
United States Michael Jacoby Federal Reserve Phoenix Management Senior Managing Director Diffusion Index

Conversation with Michael Jacoby and Carmelo Bueti of J.S. Held and Phoenix Management Services - Article

Source: abladvisor.com, Date: 11/28/2023 7:00:00 AM, Article: Michael Jacoby, Senior Managing Director, Phoenix Management Services, a part of J.S. Held and Carmelo Bueti, Senior Vice President of Corporate Development – J.S. Held, meet with Michael Toglia, Publisher of ABL Advisor to discuss the recently announced acquisition of Phoenix Management by J.S. Held, the blending of the two companies, the impact...
United States Michael Jacoby Michael Toglia Carmelo Bueti Corporate Development Phoenix Management Services

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J.S. Held Expands Turnaround & Restructuring, Corporate Finance, & Capital Raising Expertise with the Acquisition of Phoenix Management Services® and Phoenix IB®, a FINRA Registered Broker-Dealer

/PRNewswire/ -- Global consulting firm J.S. Held announces expanded corporate finance and investment banking expertise with the acquisition of Phoenix...
United States Brian Gleason Joseph Nappi David Weiner James Fleet Michael Jacoby

J.S. Held Acquires Phoenix Management Services and Phoenix IB - News

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 Phoenix IB, an independent licensed broker-dealer under federal and state securites law, providing special...
United States David Weiner Michael Jacoby Joseph Nappi James Fleet Brian Gleason

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