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 capital advisory services to accurately project and manage financial engagements, while you do what you do best and run your business.
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
Capital
Turnaround
Growth
1,500+Engagements
100+Years of Experience
35+Years in Business
50+Industries
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.
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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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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.
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Vice President
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.
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