Situational. Investment Bankers.

The Phoenix IB senior team has decades of experience across over a thousand engagements covering nearly all industries. The Phoenix IB investment banking team often draws on expertise across the Phoenix platform as senior advisors to various facets of an engagement.

We are proud of our team’s diverse backgrounds in consulting, corporate finance, asset management, operations, industry, and entrepreneurship. In fact, most of our team did not follow traditional investment banking paths to arrive in their current roles. This is deliberate and in keeping with our special situations focus. It is how we have cultivated a culture of doers, and why we are known as expert financial problem-solvers rather than conventional investment bankers. Please take some time to get to know Phoenix IB’s senior team.

Steven H. Rosenblum

 

Steven C. Warsaw

 

Michael E. Jacoby, CTP, CCM, CMC

 

Joseph Nappi, CTP

 

Vincent J. Colistra

 

Bayard B. Hollingsworth, CTP

 

Mark Karbiner

 

Michael Gaul, CTP

 

Kevin Barr, CFA

 

Patrick Bellot