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
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.
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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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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.
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Rodney Gayle is a Managing Director at Phoenix with more than 25 years of executive experience in operations and technology roles across a broad array of industries in small, medium, and large organizations. With a background in manufacturing, technology, and financial services, he brings a unique blend of functional insight across all areas of operations including manufacturing, distribution, quality, vendor management, business engineering, and process improvement.
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