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

Richard J. Szekelyi, CPA

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.

Mark Karbiner

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.

Joseph Nappi, CTP

Senior Managing Director & Shareholder

Joseph Nappi is a Senior Managing Director and Shareholder at Phoenix Management Services. He is a seasoned professional in the restructuring industry with over 15 years of experience in special situation transactions, restructurings, and due diligence assignments.

Albert J. Mink, CPA, CTP, CFE

Managing Director

Albert Mink is a Senior Financial Executive at Phoenix. He is an expert in managing companies that are experiencing explosive growth or are in need of a turnaround or reorganization through bankruptcy. Albert has a strong background in accounting and financial management, operations analysis, mergers and acquisitions, recapitalizations, bankruptcies, information technologies, and fraud investigations.

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

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

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

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

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The Latest

 

ebook

Your Guide to Making the Right Call

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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

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Let’s create value together.

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