We provide operationally-focused business solutions to address the diverse challenges of companies across a myriad of industries.
I am looking for…
Next
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.
More About David View Our Team
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.
More About Jim View Our Team
Joseph Nappi is a Senior Managing Director and Shareholder at Phoenix Management Services. He is a seasoned professional in the restructuring industry with over 15 years of experience in special situation transactions, restructurings, and due diligence assignments.
More About Joseph View Our Team
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. […]
More About Bill View Our Team
Billions on the Brink: The Deepening Crisis in Commercial Real Estate
Contact Phoenix Find an Expert