Middle Market Special Situations Advisory212.465.0770  |  info@traxi.com
Our Model

Financial, operational, transaction, and crisis expertise — working as one team.

Our Model is how Traxi is built. Rather than assembling advisers sequentially as a situation deteriorates, we bring the required disciplines to the table from the outset, under one senior team accountable for the whole situation.

The problem it solves

Distress does not arrive in silos. Advisers usually do.

The conventional model fragments the situation.

A financial adviser builds the model. An operator is added when performance keeps sliding. A banker is retained once a sale becomes likely. Someone is called about the press after the story runs. Each handoff costs time the business does not have, and each adviser optimizes the piece in front of them.
01

Financial Advisory

The numbers and the negotiation.

Liquidity and cash forecasting, capital structure analysis, restructuring alternatives, business plan validation, and the stakeholder negotiations those analyses support. This is the discipline that establishes what is actually true about the business and what it can service.

02

Operational Advisory

Inside the business, not adjacent to it.

Performance assessment, cash discipline, cost and working capital execution, continuity planning, and interim leadership up to and including officer-level roles. Plans that look sound in a model fail on execution; this is the discipline that carries them.

03

Distressed Investment Banking

A transaction path, held open.

Sale processes, recapitalizations, asset dispositions, capital sourcing, and transaction management under compressed timelines. Keeping a credible transaction alternative alive changes the negotiating dynamic even when no sale ultimately occurs.

04

Crisis Management

The constituencies react to everything.

Stakeholder mapping and engagement, communications sequencing around filings and transactions, and issue management with lenders, customers, vendors, employees, and the press. Distress is a stakeholder event as much as a financial one, and the reaction to a decision is part of the decision.

What changes

Faster decisions, fewer handoffs, a more flexible mandate.

No sequential re-learning

Each new adviser in a conventional process spends its first weeks learning what the last one already knew. Our team learns the situation once.

Alternatives stay open

Turnaround, restructuring, transaction, and wind-down paths are evaluated in parallel by people who can actually execute each one.

One accountable team

No gaps between workstreams, and no adviser whose incentive is to steer the situation toward its own service line.

Scope follows the facts

The mandate expands or contracts as the situation develops, without a new retention, a new learning curve, or a new fee negotiation.

“The flexibility of a multi-disciplinary platform. The focus of a boutique.
In practice

How our model runs.

01

Situation assessment

Cash position and runway, performance drivers, capital structure and documents, and the stakeholder map — covered simultaneously by the relevant disciplines.

02

Alternatives and sequencing

Each viable path priced for cost, timeline, execution risk, and stakeholder response, with the decision points and deadlines that constrain them.

03

Stabilization

Liquidity control, operating discipline, and the stakeholder engagement required to buy the time the chosen path needs.

04

Execution

The restructuring, transaction, court process, or wind-down, led by the same senior professionals who built the recommendation.

05

Transition and close-out

Hand-back to management, a buyer, or a fiduciary, with reporting, records, and residual matters resolved.

Confidential inquiry

One team. Multiple viable paths forward.

If your company, portfolio investment, credit, or client is under pressure, an assessment under our model establishes the facts and the available alternatives quickly.

Discuss a situation