Joseph Nappi

Managing Director, Phoenix Management Services

40 Under 40 Category: Business Consulting/ Turnaround

Biography:

Joseph Nappi is a managing director at Phoenix Management Services and a seasoned professional in the restructuring industry with over 15 years of experience in special-situation transactions, restructurings and due-diligence assignments.  He has led and assisted many middle-market companies in a variety of roles, including turnaround manager, investment banker, commercial lender and financial advisor.  He has been involved in numerous transactions involving a wide range of outcomes, including complex operational and/or financial restructurings, capital raising and buy/sale mandates in North America and Europe.  Clients have ranged across several industries and business environments, including public, private, family-owned, start-up and private-equity-sponsored companies.

Specializing in working with management teams, his propensity to develop collaborative solutions within all of the constituents is a particular strength that leads to effective and measureable solutions. Joe has served in interim management roles including chief restructuring officer (CRO) and CFO.  In addition, Joe has led many M&A pre-transaction-related due diligence, quality of earnings and business assessments in a wide variety of business circumstances, industries and transaction types.  These roles have included one of the largest transportation companies in the United States, a multinational metal tubing company with US and UK operations, and a multi-site prototyping and bridge production manufacturer to the automotive and aerospace industries.  

Joe’s understated style allows his clients and their related constituents to reach consensus in a manner that reflects his practical approach to problem solving. He has expertise in financial analysis and forecasting and exceptional operating acumen. This leads to an ability to quickly assess a situation, develop practical strategic alternatives, build consensus, and implement an effective strategy that addresses his clients’ issues.

Joe graduated cum laude from Babson College with a B.S. in financial investments and a minor in management information systems. He further pursued his professional career, graduating from the Chase Manhattan Bank’s Global Investment Banking Training Program.  Joe is registered with FINRA and holds his Series 79 license.  Additionally, Joe is an active member of the Turnaround Management Association.

When informed he was one of the SFNet 40 Under 40 recipients, Joe replied “During my career, I have worked in both banking and professional services.  To be recognized by my peers in this industry is an honor.  There have been many that have provided leadership, guidance and opportunities for me to succeed.  I’m humbled that the board has chosen to celebrate my accomplishments and successes throughout my career by naming me one of the SFNet’s 40 Under 40.” 

His nominator, Jim Fleet, senior managing director and shareholder, Phoenix Management Services, said, “Joe represents many of the core values of our firm with his professionalism, tireless work ethic and calming demeanor for his clients.  His rapid and continued rise to prominence among his peers reflects his commitment to our profession and the continuing growth of skills and service offerings. We believe our firm’s future is bright with professionals such as Joe continuing our growth in client services and industry-leading results.”