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News Stories (23 Results) - Michael Jacoby

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... Read Story
May 20, 2022, 07:51 AM


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... Read Story
March 18, 2022, 08:06 AM


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... Read Story
February 07, 2022, 07:47 AM


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... Read Story
December 10, 2021, 08:05 AM


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... Read Story
November 03, 2021, 07:38 AM


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... Read Story
July 30, 2021, 08:00 AM


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... Read Story
May 20, 2021, 07:50 AM


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... Read Story
March 18, 2021, 08:15 AM


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... Read Story
January 12, 2018, 07:34 AM


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... Read Story
October 10, 2016, 07:44 AM


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... Read Story
July 20, 2016, 07:52 AM


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... Read Story
May 27, 2016, 08:08 AM


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... Read Story
May 29, 2015, 07:53 AM


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... Read Story
March 31, 2015, 07:44 AM


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... Read Story
January 13, 2015, 08:00 AM


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... Read Story
November 05, 2014, 07:47 AM


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... Read Story
June 12, 2014, 07:48 AM


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... Read Story
April 08, 2014, 07:27 AM


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... Read Story
September 11, 2013, 07:46 AM


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... Read Story
June 27, 2013, 08:08 AM


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... Read Story
April 09, 2013, 08:03 AM


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... Read Story
January 08, 2013, 07:23 AM


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... Read Story
October 19, 2012, 07:00 AM