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, and private equity sponsors.
- Turnarounds and restructuring
- Diligence-to-execution
- Strategic planning and workouts
- Interim CEO, CFO, COO, and CRO 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, 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 owners, 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.
Who We Are
Senior operators with finance, restructuring, operations, and transformation experience.
Samuel Weiser
President and Founder
Sam specializes in restructurings, turnarounds, process improvement, and interim management for lower middle market businesses. He supports M&A due diligence, strategic planning, capital raising, and interim or fractional executive services, with experience as CEO, COO, and CFO across asset management, consumer products, manufacturing, and entertainment.
He has raised more than $100 million in equity, secured over $300 million in debt for clients, arranged over $100 million in operating and trade finance credit facilities, and previously served as a Partner at Ernst & Young, Managing Director at Citigroup, and Chairman of the Managed Funds Association.
Evans Papanikolaou
Strategic Operations Executive
Evans brings deep financial services experience across asset management, wealth management, consulting, sales and trading, and exchange operations. His work spans organizational transformation, GIPS-compliant performance reporting, process automation, risk management, and revenue growth.
Michael Beaudry
Executive Operator
Michael has 30+ years of experience scaling distribution, consumer products, and regulated businesses from early-stage buildout to national platforms, including organizations with teams of thousands and revenue into the billions.
Christopher Davino
Advisor
Christopher is the Founder of Osprey Point and an experienced workout, restructuring, and turnaround professional. His background includes restructuring and M&A activity as Principal and Head of Corporate Rescue at XRoads Solutions Group, Managing Director at Miller Buckfire, Managing Director at Wasserstein Perella, and consultant at Zolfo Cooper.
Contact
Need fast, measurable EBITDA and cash improvement?
Foxdale can help when performance is under plan, liquidity visibility is poor, a sale or refinancing is approaching, or a leadership gap needs immediate coverage.