04.30.24
Stapleton Group is pleased to announce the opening of its eighth office, in Austin, TX, and that Betsy Landoll has been promoted to Director. “Given the volume of engagements we have in Texas, the time is right to open an office in the state,” said David Stapleton, president. “As an Austin native with deep skills […]
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 […]
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 […]
05.1.21
Like most upscale retailers, Fresno-based Patrick James’ performance declined suddenly with COVID-19 stay-at-home orders. The 58-year-old menswear company with 11 stores in California, Nevada and Arizona filed for bankruptcy under Subchapter V Chapter 11 in October 2020 and hired Stapleton Group as its financial advisor. Our team, led by Managing Director Michael Bergthold, quickly negotiated […]
10.29.20
After discovering a $10+ million over-advance on a borrower’s line of credit, a bank retained Stapleton Group as its Financial Advisor to investigate, and then to help optimize its financial recovery. The borrower was a 45-year old, family-owned food wholesaler serving national accounts from operations in multiple states. Its liquidity problems started after installing a […]
10.22.20
Stapleton Group is pleased to announce the opening of a Denver, Colorado office and that Rick Dutkiewicz has joined the team as a Director. Stapleton’s new office is in response to its increased activity in the Rocky Mountain, Midwest and Southwest regions. Dutkiewicz will work closely with Senior Managing Director and Colorado-native David Kieffer to […]
08.14.20
Stapleton Group is pleased to announce that Mike Bergthold joined the team as a Managing Director to support increasing demand for the firm’s comprehensive strategic advisory and restructuring services. As one of the largest independent providers of financial advisory and professional fiduciary services in the Western U.S., Stapleton has completed more than 250 engagements exceeding […]
05.27.20
Stapleton Group announced it has expanded its team with three key hires and promoted Jake Diiorio to managing director. Michael Husted has joined Stapleton as a director specializing in operations; Joan Hadeed as associate director, Financial Advisory Services; and Emily Chen as associate director, Accounting Services. Stapleton, one of the largest independent providers of financial […]
09.25.18
Resuscitating Troubled Healthcare Companies As receivers and turnaround consultants, our engagements span a variety of industries. Lately, we have been getting more calls from banks and attorneys about troubled healthcare companies. With the healthcare industry comprising 18% of GDP (Statista), and healthcare companies often lacking sophisticated management systems, we expect this trend to continue. Recent Healthcare Results […]
05.23.18
How a Bank Maximized its Recovery … without Repo’ing a Yacht Our goal for every engagement we undertake, ranging from financial advisory to ABCs to receiverships, is to unravel the subject company’s financial information to facilitate informed, corrective action. What do you think are some of our more surprising discoveries during the unraveling? In this […]
