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Stapleton Group Announces Strategic Alliance with Sorokin & Associates

06.5.23

Alliance delivers seamless operationally focused Financial Advisory Services Stapleton Group and Sorokin & Associates have entered a strategic alliance to deliver operationally focused Financial Advisory Services to companies in the U.S., Mexico, and Asia. The alliance combines Stapleton’s deep expertise in financial restructuring with Sorokin’s operational restructuring and optimization skills to resolve performance challenges faced […]

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Mike Bergthold Presented at San Diego Bankruptcy Forum

05.23.23

Mike Bergthold and Gary Rudolph, Esq. of Sullivan Hill presented the webinar “Subchapter V Updates and the abc’s of ABCs” to San Diego Bankruptcy Forum members and guests. The presentation featured an update on recent issues in Subchapter V cases and a refresher on Assignments for the Benefit of Creditors.

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Private Fiduciaries and Their Role in Estate Planning

04.25.23

Private fiduciaries can play a critical role in managing and protecting the assets of their clients. They also help ensure that their clients’ wishes are carried out after they are gone and their assets reach their desired beneficiaries. David Stapleton joined Derek Myron of Centura Wealth Advisory to discuss private fiduciaries, their role in managing […]

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Jake DiIorio Moderated California Receivers Forum Panel

04.6.23

Jake DiIorio moderated the California Receivers Forum  educational seminar/webinar Receivers and Bankruptcy: Is There Life After Filing? Details: A receiver is appointed in state court then the debtor files bankruptcy (or creditors file involuntary bankruptcy). How does the Receiver maneuver around the complications of the bankruptcy? Panelists Kyra Andrassy of Smiley Wang-Ekvall, Oren Bitan of […]

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Mike Bergthold Presented at California Craft Beer Summit

03.20.23

Mike Bergthold, Chris Hawkins of Sullivan Hill and human experience leader Jennifer Briggs shared tools to Navigating a Challenging Market at the California Craft Beer Summit. Details: It’s no secret that many craft brewers are suffering financial distress. And there is likely more pain to come due to overcapacity and higher interest rates. Join the […]

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David Stapleton Presented at Commercial Credit & Workout Seminar

03.7.23

David Stapleton was a panelist at the Commercial Credit and Workout Seminar hosted by Davis Graham & Stubbs in Denver, Colorado. The roundtable discussion addressed how inflation, rising interest rates, continued kinks in the supply chain, employment issues, and geopolitical forces are affecting the economy in the Rocky Mountain region and across the U.S.

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Joan Hadeed Earns CIRA Designation

12.21.22

We are pleased to announce that Joan Hadeed, Associate Director in our Financial Advisory group, has earned her Certified Insolvency & Restructuring Advisor (CIRA) designation from the Association of Insolvency & Restructuring Advisors (AIRA). The AIRA established the CIRA program in 1992 to recognize by public awareness and certification those individuals who possess a high degree of […]

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6 Best Practices to Maximize Turnaround Outcomes

11.15.22

Be Direct with Troubled Companies How can you guide a troubled company to maximize its restructuring options for the best outcome? The key is early action and direct communication. Here’s why. Rapidly Diminishing Options During our decades of experience in the restructuring sphere, far too many clients have hesitated before calling to discuss distressed companies. […]

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David Stapleton was a Panelist at NAFER’s 11th Annual Conference

09.19.22

NAFER – National Association of Federal Equity Receivers 11th Annual Conference Experienced receivers David Stapleton, Ira Bodenstein of Cozen O’Connor, Krista Freitag of E3 Advisors, Charlene Koonce of Brown Fox PLLC, James Sallah of Sallah Astarita & Cox, and Peter Zlotnick of Moritt Hock & Hamroff LLP competed against one another in “Receiver Feud, A […]

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David Stapleton Presented at CBF’s Annual Insolvency Conference

05.20.22

California Bankruptcy Forum 34th Annual Insolvency Conference Panelists David Stapleton; Hon. William J. Lafferty, III, Bankruptcy Court, Northern District of California; Kathy Bazoian Phelps of Phelps, Raines Feldman; and Debra Grassgreen of Pachulski Stang Ziehl & Jones presented “Ponzi Schemes: Stairway to Prison” at CBF’s 34th Annual Insolvency Conference.  The panel reviewed recent Ponzi Scheme cases, […]

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