We provide operationally-focused business solutions to address the diverse challenges of companies across a myriad of industries.
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Our transaction advisory services ensure that you leave no stone unturned pre-transaction, so you can get integration right the first time.
Rely on our high-touch investment banking services – offering M&A, capital raising, and advisory services across a broad range of circumstances and transaction types.
We detect holes in your business structure, filling them with sustainable assets and strategies to turn your company around for immediate and future success.
In partnership with Phoenix, you can keep your business models balanced and profitable in times of explosive or lagging growth.
Transaction
Investment Banking
Turnaround
Growth
1,600+Engagements
100+Years of Experience
35+Years in Business
50+Industries
Managing Director
Rick is a Managing Director at Phoenix and directs the Cleveland office. He has more than 30 years of executive management and advisory experience working with companies facing challenges from various causes, including fast growth, economic downturns, inadequate capitalization, changing industries, and operational deficiencies.
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Patrick Bellot is a Managing Director with Phoenix Management Services. As part of the Phoenix team, he has participated on more than 60 engagements where Phoenix advised, managed, or raised capital for companies in both the public and private sectors.
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Vice President, Finance and Administration
Dianne Lomonaco is a senior financial and operations executive at Phoenix. She has over 20 years of experience in back office operations and administration. In her role as Director, Finance & Administration, Dianne oversees key components of Phoenix’s infrastructure: accounting and finance, information technology, human resources, recruiting, onboarding, employee benefits, corporate insurance, and risk management.
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Senior Director
Mr. Karbiner is a Senior Director at Phoenix and has participated in more than 85 engagements since joining the team in May of 2003. Mark is a proven leader with more than 20 years of successful accomplishments in a broad array of complex transactions and challenging management situations. He is a skilled negotiator who is quick to assess a situation, develop practical strategic alternatives, build consensus, and implement an effective action plan to preserve and enhance value.
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