Phoenix Transaction Advisory Services Overview
Phoenix Transaction Advisory Services

Phoenix Transaction Advisory Services

Phoenix Transaction Advisory Services® assists investors, business owners and lenders of all types in providing transparency and support to their individual transaction processes. We believe it is critical that the transaction process be conducted in a detailed and thorough manner that addresses the core factors of any transaction. Our team provides transaction services ranging from preliminary initial due diligence, complete Quality of Earnings Plus+ reporting with organizational and operational reviews, post transaction integration and sell side company preparation. Our operational expertise blended with vast industry experience and financial analysis allows Phoenix Transaction Advisory Services to deliver superior results to its clients.

Phoenix Transaction Advisory Engagements:

  • Engaged by a Private Equity Firm to conduct due diligence and provide a Quality of Earnings assessment for a 44 year old family-owned specialty cable and cable assembly manufacturer.
  • Engaged by a Hedge Fund that was the senior lender of a direct mail provider to perform due diligence in its efforts to determine the best possible strategies for its investment in the company.
  • Engaged by a prominent Private Equity Fund with a focus on distressed situations to assist with the business due diligence on the acquisition of an $800 million, privately held, paper distributor.
  • Engaged by a Senior Lending Institution to assess its collateral position of a manufacturer of kitchen cabinets.
  • Engaged by a Private Equity Firm to perform a Quality of Earnings review of a $350 million manufacturer and distributor of high-performance steels for aerospace and other structural applications.
  • Engaged by a Private Equity Fund and its senior lender to provide a quality of earnings assessment as part of the fund’s diligence in acquiring two “sister” steel tubing manufacturing companies based in the United States and United Kingdom.

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