Lender-referred distressed situations
Rapid liquidity stabilization, creditor-ready reporting, and covenant compliance support alongside restructuring counsel.
Senior operating expertise for the lower middle market
When Performance Can't Wait
Foxdale partners with investors, lenders, attorneys, sponsors, and founder-led teams to translate strategy into measurable results.
Trusted by lenders, attorneys, private equity sponsors, and founders.
- Turnarounds and restructuring
- Diligence-to-execution
- Strategic planning and workouts
- Interim leadership
What We Do
Hands-on operating support for stressed, transitioning, and growth-stage businesses.
Foxdale provides senior, hands-on operating experience to integrate and transform finance and operations, improve cash and profitability, and support founder transitions with minimal disruption to customers and employees.
Engagements focus on liquidity preservation, process improvement, covenant compliance, EBITDA stabilization, creditor-ready reporting, and practical execution routines that boards, lenders, and investors can rely on.
Operating Cadence
Fast fact base, cash visibility, and accountability tools.
Foxdale installs the reporting rhythm lenders, boards, sponsors, and management teams need to make decisions while the business is under pressure.
13-week
cash forecast with receipts, disbursements, and weekly variance reviews
100-day
action plan that converts diagnostics into accountability, milestones, and priorities
EBITDA & cash
improvement through margin, pricing, working capital, and cost actions
Creditor-ready
reporting packages for lenders, attorneys, boards, and transaction timelines
12-24 month
roadmaps linking strategy, financial model, KPIs, and resource requirements
C-Suite
interim and fractional CEO, CFO, COO, CRO, president, and operations support
Where We Engage
Situations that need credible execution quickly.
PE portfolio underperformance
Restore EBITDA and cash through pricing discipline, margin improvement, working-capital actions, and operating accountability.
Attorney-referred receiverships and assignments
Court-ready financial reporting, 13-week cash forecasting, and operational stabilization to support proceedings and stakeholder communication.
Buy-side diligence-to-execution
Convert diligence findings into a 100-day value creation plan that closes earnings quality gaps and accelerates sponsor returns.
Founder transitions and owner liquidity
Stabilize the business, reduce key-person risk, professionalize the organization, and prepare for sale, refinancing, recapitalization, or succession.
Core Service Lines
Advisory, execution, and interim leadership built for the moments when visibility matters.
Turnaround Advisory
Stabilize underperforming platforms, lender-stressed businesses, and founder-owned companies preparing for succession or an owner-liquidity event.
- Rapid diagnostic and value bridge
- 13-week cash forecast and 100-day action plan
- Pricing, margin, working-capital, and cost initiatives
- Board packages, variance-to-plan, and covenant support
Restructuring and Process Improvement
Navigate financial stress and operational breakdowns with stakeholder-aware execution, repeatable tools, and stronger control routines.
- Cash war room and weekly variance reviews
- Covenant modeling and waiver or amendment support
- Order-to-cash, procure-to-pay, inventory, and close redesign
- Finance basics: KPIs, forecasting, budgeting, and reporting
Financial and Operational Due Diligence
Connect quality of earnings to the operational realities that determine how revenue is generated, how margin is earned, and how cash is converted.
- Earnings drivers, margin bridge, SG&A, and cash conversion
- Operational scalability, labor productivity, and supply chain KPIs
- Systems, controls, management reporting, and forecasting review
- Post-close 100-day plan with KPIs, owners, and cadence
Strategic Planning
Help leadership teams clarify direction and translate strategy into an executable plan with owners, milestones, and metrics.
- Leadership interviews, workshops, and priority alignment
- Market assessment, competitive landscape, and adjacent opportunities
- Growth strategy, go-to-market design, and operating model planning
- Board- and lender-ready strategy materials
Loan Workout Advisory
Work alongside lenders, sponsors, and restructuring counsel to stabilize borrowers and support a negotiated workout resolution.
- Operational and financial diagnostic
- Liquidity management, vendor terms, AR/AP actions, and lender variance reporting
- Capital-structure analysis and scenario planning
- Sale, exit, and recovery-support materials
Interim Management
Deploy seasoned interim or fractional executives to bridge leadership gaps, maintain momentum, and manage through periods of distress or transition.
- Interim CEO, CFO, COO, CRO, president, or operations leader
- Financial controls, forecasting, and board-ready reporting
- Exit-readiness improvement for sponsors and owners
- Fractional sales, marketing, and HR support where needed
Why Foxdale
Real-time visibility, not just reports.
Hands-on operators
Foxdale works directly inside the business alongside management.
Speed to fact base
Rapid diagnostics, value bridges, and practical prioritization focus effort where it matters.
Creditor- and sponsor-grade cadence
KPIs, 13-week cash forecasting, and reporting are built for lenders, attorneys, boards, and timelines.
Continuity from diligence to execution
Findings become 100-day plans, reducing handoffs and accelerating results.
Flexible deployment
Engagements can be advisory, project-based, interim, or fractional.
What We Have Done
Representative case studies.
Public entertainment company turnaround
Engineered an activist program, took control with approximately eight weeks of cash remaining, stopped non-critical payments, reduced staffing, raised $12.5 million of convertible notes, assumed the CEO role, returned the company to profitability, generated positive cash flow, acquired a chief competitor, secured new content licenses, and financed expanded product offerings.
$100 million consumer products integration
Joined as CFO to integrate a new division, restructure inventory and purchasing processes, manage an ABL lender relationship, secure a trade finance line, institute KPIs and reporting, improve cash flow and cash conversion, automate purchasing, reduce inventory write-offs, and assist with divestiture.
Founder-led business transition
Restructured decision-making, transitioned customer and vendor relationships to key management personnel, built recurring measurement tools and KPIs, installed periodic reporting, reduced dependence on the founder, and helped EBITDA double within three years.
Founder-managed manufacturer controls
Re-engineered accounting processes and controls, installed time management and reporting tools, automated payable and receivable processes, repurposed accounting talent into operations metric roles, and improved daily, weekly, monthly, and quarterly reporting.
Team
Who We Are
Samuel Weiser
President & Founder
- CEO, COO & CFO roles in consumer products, manufacturing & entertainment
- $100M+ equity raised; $300M+ debt secured for clients
- Arranged $100M+ in operating & trade finance credit facilities
- Partner, Ernst & Young
- Managing Director, Citigroup
- Former Chairman, Managed Funds Association
- CPA; 40+ years finance & accounting
- B.A. Economics, Colby College; M.S. Accounting, George Washington University
Evans Papanikolaou
Operations Executive
- COO at Fiducient Advisors - 94% reduction in trade errors; 50% productivity gain via AI automation
- CAO at Ziegler Capital ($8B RIA) - reduced attrition 10%
- Fractional COO at Fitzgerald Asset Mgmt - GIPS-compliant reporting
- CME Group - 75% reduction in error trade liability
- Citigroup - led Chicago Institutional Futures Office
- Consulting: Accenture & PwC
- MBA, Booth School of Business; BA Economics, Beloit College
Michael Beaudry
Distribution & Operations
- 30+ years scaling complex distribution, consumer products & regulated industries
- Managed teams of thousands; revenue into the billions
- UNFI - decade of transformational national growth
- HERBL - built CA/NV's largest cannabis distributor; 1,200+ retailers; ~$1B cumulative revenue
- National dietary supplement manufacturing platform leadership
- Specializes in building structure within complexity
Senior Advisors
Christopher Davino
Founder, Osprey Point | Merchant Banking & Integrated Management
- Principal & Head of Corporate Rescue - XRoads Solutions Group
- Managing Director - Miller Buckfire (restructuring & M&A)
- Managing Director - Wasserstein Perella
- Consultant - Zolfo Cooper
- Osprey Point: capitalizes and co-runs enterprises driving meaningful sector change across industries, markets & geographies
- Active across workout, restructuring, and M&A - spanning domestic and international markets
Jeffrey S. Fisher
Founder, J2 Holdings | Merchant Banking
- 35+ years in investment banking, venture capital & private equity
- Drexel Burnham Lambert - High Yield & M&A
- Salomon Brothers - built Private Client business
- Bear Stearns - Senior Managing Director, Chicago office
- BankOne/J.P. Morgan - National Head of Investments & Alternative Investments (hedge funds, PE, venture)
- Advanced Equities - President; one of the largest venture capital investment banks in the U.S.
Contact