Complex Business
Challenges, Simplified.

We provide operationally-focused business solutions to address the diverse challenges of companies across a myriad of industries.

Definitive answers
are closer than you think.

Phoenix Transaction

Our transaction advisory services ensure that you leave no stone unturned pre-transaction, so you can get integration right the first time.

Phoenix Investment Banking

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.

Phoenix Turnaround

We detect holes in your business structure, filling them with sustainable assets and strategies to turn your company around for immediate and future success.

Phoenix Growth

In partnership with Phoenix, you can keep your business models balanced and profitable in times of explosive or lagging growth.


Delivering value, again and again.

1,600+
Engagements

100+
Years of Experience

35+
Years in Business

50+
Industries

Team Spotlight

Bayard B. Hollingsworth, CTP

Managing Director

Bayard Hollingsworth is a Managing Director with Phoenix and has more than 20 years of experience managing and advising clients in complex situations. As a financial leader, he deploys a hands-on approach, creatively delivering successful results to companies across a broad array of sizes and sectors.

James E. Fleet

Senior Managing Director & Shareholder

Jim Fleet is a Senior Managing Director and Shareholder at Phoenix Management Services with more than 25 years of executive management and advisory experience. He has led the Phoenix Boston office since its inception.

Rodney Gayle, CTP

Managing Director

Rodney Gayle is a Managing Director at Phoenix with more than 25 years of executive experience in operations and technology roles across a broad array of industries in small, medium, and large organizations. With a background in manufacturing, technology, and financial services, he brings a unique blend of functional insight across all areas of operations including manufacturing, distribution, quality, vendor management, business engineering, and process improvement.

Patrick Bellot

Managing Director

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.

Getting R.E.A.L. in Later Stage, Venture-Backed Companies

read more

Getting R.E.A.L. in Later Stage, Venture-Backed Companies

read more

Getting R.E.A.L. in Later Stage, Venture-Backed Companies

read more

Getting R.E.A.L. in Later Stage, Venture-Backed Companies

read more

The Latest

 

ebook

Your Guide to Making the Right Call

Read more
 

Blog

Getting R.E.A.L. in Later Stage, Venture-Backed Companies

January 9, 2024Read more
 

article

Bayard Hollingsworth Authors Article on the Challenges of a Capital Raise During COVID-19

Read more

Let’s create value together.

Contact Phoenix Find an Expert