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.

1,500+
Engagements

100+
Years of Experience

35+
Years in Business

50+
Industries

Team Spotlight

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.

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.

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.

Kevin Barr, CFA

Director

Kevin Barr joined the Company in June 2010 and is a Director of Phoenix Management Services with approximately 9 years of experience in financial and crisis management.

Mergers and Acquisitions: The Current State and Predictions for 2021

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Mergers and Acquisitions: The Current State and Predictions for 2021

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Mergers and Acquisitions: The Current State and Predictions for 2021

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Mergers and Acquisitions: The Current State and Predictions for 2021

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The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Mergers and Acquisitions: The Current State and Predictions for 2021

December 1, 2020Read 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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