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Michael Gaul, CTP, CFE

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

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Michael Gaul, CTP, CFE joined J.S. Held in October of 2023 as part of J.S. Held's acquisition of Phoenix Management Services.

Mr. Gaul has approximately 20 years of experience in financial and crisis management. He served in interim management and advisory roles in a multitude of corporate environments–private, equity-sponsored, family-owned, and start-up ventures. His extensive history working in the areas of turnaround management, financial forecasting, cash management, and corporate administration enables him to quickly identify clients’ operational challenges and work with our clients to develop effective turnaround strategies.

Mr. Gaul has experience in companies reorganizing under Chapter 11 protection of the U.S. Bankruptcy Code. He is experienced with transactions involving Section 363 of the Bankruptcy Code in which debtor companies transfer their assets to a buyer with speed, efficiency, and the approval of the Bankruptcy Court.

Prior to joining Phoenix, Michael was an equity research analyst at FleetBoston Robertson Stephens, the San Francisco-based investment bank, where he was part of the Specialty Finance Group whose portfolio included public non-bank financial companies and public auto dealership companies. Before that, Michael was a senior credit analyst in the Specialty Finance Group of Fleet Bank, N.A., analyzing existing and prospective clients’ financial performance via their historical and forecasted operating results. He began his banking career at Sanwa Bank, where he completed Sanwa’s Credit Training Program and worked in the Bank’s Industrial Research Group.

Mr. Gaul graduated from Georgetown University with a B.S. in Finance.

Professional Affiliations/Memberships/Licenses/Training

  • Certified Turnaround Professional (CTP) designation from the Turnaround Management Association
  • Certified Fraud Examiner (CFE)
  • Registered with the National Association of Securities Dealers
  • FINRA Series 7, Series 63, and Series 24 licenses