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

Carol Flack

Managing Director

Dave Drinan is a Managing Director at Phoenix with more than 24 years of experience in finance and operations. His corporate advisory experience includes investment banking, interim management, turnaround management, restructuring, profit improvement, and transaction advisory services for companies in a variety of situations and stages of transition.

Dianne Lomonaco

Vice President, Finance and Administration

Dianne Lomonaco is a senior financial and operations executive at Phoenix. She has over 20 years of experience in back office operations and administration. In her role as Director, Finance & Administration, Dianne oversees key components of Phoenix’s infrastructure: accounting and finance, information technology, human resources, recruiting, onboarding, employee benefits, corporate insurance, and risk management.

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.

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.

Billions on the Brink: The Deepening Crisis in Commercial Real Estate

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Billions on the Brink: The Deepening Crisis in Commercial Real Estate

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Billions on the Brink: The Deepening Crisis in Commercial Real Estate

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Billions on the Brink: The Deepening Crisis in Commercial Real Estate

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The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Billions on the Brink: The Deepening Crisis in Commercial Real Estate

June 11, 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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