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

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.

Jason E. Egger

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.

Richard J. Szekelyi, CPA

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.

Rodney Gayle

Managing Director

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.

Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

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Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

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Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

read more

Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

read more

The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

October 11, 2019Read more
 

article

Michael Jacoby and Jessica Zwirzina Author Q2 2019 Lending Survey Article

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Let’s create value together.

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