Joe Nappi, CTP

J.S. Held’s Inaugural Global Risk Report Examines Potential Business Risks & Opportunities in 2024

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Joseph "Joe" Nappi, CTP joined J.S. Held in October of 2023 as part of J.S. Held's acquisition of Phoenix Management Services.

Joe Nappi is a seasoned professional in the restructuring industry with over 15 years of experience in special situation transactions, restructurings, and due diligence assignments.

He has experience leading and assisting many middle market companies in a variety of roles such as turnaround manager, investment banker, commercial lender, and financial advisor. He has been involved in numerous transactions involving 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 management teams, Joe’s propensity to develop collaborative solutions within all of the constituents is a particular strength that leads to effective and measurable solutions. Joe has served in interim management roles including CRO and CFO. In addition, he 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 a 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.

Prior to joining Phoenix Management Services, Joe was a portfolio manager at FleetBoston Financial, focusing on middle-market companies and managing a loan portfolio in excess of $500 million. He was responsible for several aspects of the underwriting process and monitoring the portfolio’s performance. Prior to joining Fleet, Joe held various portfolio and analytical positions at the Chase Manhattan Bank.

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.

Professional Affiliations/Memberships/Licenses/Training

  • Certified Turnaround Professional (CTP) designation from the Turnaround Management Association (TMA)
  • Series 79 license with FINRA
  • President-elect of the Northeast Chapter of the Turnaround Management Association