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 Capital

Rely on our capital advisory services to accurately project and manage financial engagements, while you do what you do best and run your business.

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

Jason E. Egger

Director

Jason Egger is a Director at Phoenix Management Services in the firm’s Cleveland office. Mr. Egger is an experienced commercial banking professional with more than 23 years in lending, asset management, loan workout, and debt restructuring experience in the financial services industry.

Vincent J. Colistra

Senior Managing Director & Shareholder

Vincent Colistra is a Senior Managing Director and Shareholder of Phoenix Management Services, Inc. and the firm’s investment banking division, Phoenix Capital Resources®. He joined the firm in 1997 as a Director and became a Partner in 1998.

Patrick Bellot

Director

Patrick Bellot is a Vice President with Phoenix Management Services. As part of the Phoenix team, he has participated on more than 60 engagements where Phoenix advised, managed, and raised capital for companies in both the public and private sectors.

Brian F. Gleason, CTP

Senior Managing Director and Shareholder

Brian Gleason is a Senior Managing Director and Shareholder at Phoenix and has managed or participated in well more than 135 turnaround engagements over the past 20 years using his executive, operational, financial, and negotiating skills.

Business Capital Spending Outlook: Supply issues may limit how much a business can acquire

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Business Capital Spending Outlook: Supply issues may limit how much a business can acquire

read more

Business Capital Spending Outlook: Supply issues may limit how much a business can acquire

read more

Business Capital Spending Outlook: Supply issues may limit how much a business can acquire

read more

The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Business Capital Spending Outlook: Supply issues may limit how much a business can acquire

April 15, 2022Read 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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