PhenixFIN Corporation
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- PhenixFIN Corporation (NASDAQ: PFX), a business development company founded in 2010 and headquartered at 445 Park Avenue, 10th Floor, New York, New York, originates, structures, executes, and manages credit and equity investments in small and middle-market companies across North America; it primarily targets privately negotiated debt and equity securities in firms with enterprise values or asset values between $25 million and $250 million, focusing on debt investments of $10 million to $50 million, and holds most positions for three to seven years until maturity or repayment while occasionally exiting earlier. The company invests in diverse sectors including business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education, and childcare; personal, food, and miscellaneous services; retail stores; diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structured finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport; investment structures encompass first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, warrants, and other equity participation, with potential board seats and managerial assistance provided to portfolio companies. PhenixFIN operates as an internally managed, non-diversified closed-end fund with approximately nine employees, led by Chairman and CEO David Aaron Lorber, serving institutional and accredited investors seeking current income and capital appreciation through its portfolio of senior secured debt and equity exposures. Recent major developments include the October 1, 2024 acquisition of approximately 80% of the equity in The National Security Group, Inc. (NSG), an Alabama-based insurance holding company, marking a strategic diversification into the insurance sector and contributing to 12% net asset value per share growth for fiscal year 2024 to $79.37; in April 2024, the company acquired an 84 million share stake (about 44%) in an unnamed entity operating a sub-bituminous coal mine in Kemmerer, Wyoming via Kemmerer Operations, LLC, while providing $34 million in senior secured seller take-back debt financing; additionally, PhenixFIN partnered with Brightwood Capital Advisors and Insight Equity to deliver a senior secured credit facility and preferred equity to refinance MB Precision Investment Holdings LLC (d/b/a Midstate Machine), a high-precision components manufacturer for aerospace, defense, and industrial applications with facilities in Maine, Ohio, and Arizona.
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