Phoenix IB Affiliates

History of Phoenix

Phoenix IB is part of the Phoenix platform, which includes Phoenix Management Services, LLC — a 35+ year-old firm that provides operationally oriented solutions to companies in transition, supporting businesses from inception through exit, including all the challenges, obstacles, opportunities, and growing pains along the way.

Phoenix Services:

Growth-Oriented Services

Provides experience-based knowledge and guidance uncovering and capitalizing on key business opportunities through operational assessment and improvement, interim management, business plan validation, and integration and financial planning services.

Turnaround Management

Provides operationally oriented, hands-on turnaround management assistance, complex restructurings, crisis and interim management, liquidity management and forecasting, and operational solutions.

Transaction Support

Provides Quality of Enterprise®, quality of earning reviews, operational diligence, post-transaction integration, sell-side business preparation, and other transaction related support services.

Investment Banking

Phoenix IB is a boutique, “special situations”-oriented investment bank that offers M&A, capital raising, and advisory services across a broad range of circumstances and transaction types.

To learn more about Phoenix Management Services, LLC and its affiliates please click here.

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Striving to be approachable, friendly, and helpful, the Phoenix IB team is ready to put our experience to work for you. Please contact us today to get started.

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