Blog Archives

New Phase Advisory Services is pleased to announce the opening of its new office in the Dallas – Fort Worth area!

New Phase Advisory Services is pleased to announce the opening of its new office in the Dallas – Fort Worth area! The new location will allow New Phase to support its clients in the central United States with the same

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New Phase Advisory Services partners with American Enterprise Funding Group to close a $10 million refinancing package for Cardile Mushroom Farm

New Phase Advisory Services (“New Phase”) partnered with American Enterprise Funding Group (“AEF”) to source, prepare, coordinate lending participants, and close a $10 million financing package for the Cardile Mushroom Farm (“Cardile”). Community Federal Savings Bank based in New York

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New Phase Advisory Services Partners with Mario Rivello and Lever Management Group to Provide Outsourced COO Consulting

New Phase Advisory Services today announces its partnership with Mario Rivello and Lever Management Group, expanding its service offerings to include operations consulting, performance improvement services, and Outsourced Chief Operation Officer (COO) consulting. The integration of the two firms’ expertise

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Advised Key Equipment Sales & Rental on its Sale to Able Equipment Rental, Inc.

New Phase Advisory Services is pleased to announce that we served as financial advisor to Key Equipment Sales & Rental, Inc. (“Key” or “the Company”) on its sale to Able Equipment Rental, Inc. (“ABLE”) New Phase Advisory Services worked with

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February 23, 2014: Campus Crest Communities, Inc. Nominates James McCaughan to Board of Directors

The Campus Crest Communities, Inc. Nominating and Corporate Governance Committee (the “Governance Committee”) of the Board has recommended to the Board that James W. McCaughan be nominated for election to the Board at the Annual Meeting. Mr. McCaughan currently is

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What We Offer:

  • Outsourced Chief Financial Officer and Chief Operations Officer
  • Cash Flow Plans and Budgets
  • Financial Control and Process Improvement
  • Workouts
  • Due Diligence and Integration Plans for Acquisitions
  • Preparation for Business Sale
  • Capital Formation, Lender Management
  • Available Team of Seasoned Financial Professionals
  • Private Equity and Family Business Experience

Who Hires Us?

Bigstock_2199860We are most often retained by Owners and Management Teams of small to mid-size businesses, Private Equity Firms, and Mezzanine Debt Firms.