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 high-touch investment banking services – offering M&A, capital raising, and advisory services across a broad range of circumstances and transaction types.
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
Investment Banking
Turnaround
Growth
1,600+Engagements
100+Years of Experience
35+Years in Business
50+Industries
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.
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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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Michael Jacoby is a Senior Managing Director and Shareholder at Phoenix. He is a skilled financial executive with extensive operating, turnaround, and commercial banking experience. Michael has served in advisory capacities as well as interim management positions for more than 270 Phoenix clients in a variety of industries.
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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.
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