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
Managing Director
David M. Weinstein, CTP, is a Managing Director at Phoenix Management Services, a part of J.S. Held. He has more than 40 years of senior credit, workout, and restructuring experience across various industries, including retail and consumer goods, manufacturing, automotive, and aviation.
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Senior Managing Director
Bio Bill Fasel has over 25 years of experience in financial and strategic advisory services, assisting multinational and middle-market clients with turnaround, restructuring, business transformation, investment banking, and strategic advisory matters. His areas of expertise include improving operational and financial performance, identifying strategic alternatives, assessing and enhancing short-term liquidity, and creating and analyzing turnaround plans. […]
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Senior Managing Director & Shareholder
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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Phoenix Office: Boston, MAEmail: [email protected]: 1-774-922-3680 Bio Carol Flack is a Managing Director at Phoenix Management Services with more than 30 years of senior leadership experience in P&L roles and leading global operations teams for companies in the technology and industrial sectors. She has had full P&L responsibility as General Manager/Managing Director for businesses ranging […]
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