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 Investment Banking

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.

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.

1,600+
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.

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.

Michael E. Jacoby, CTP, CCM, CMC

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.

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.

Hidden in Plain Sight:  Cumulative Impact of Interest Rate Hikes for Borrowers

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Hidden in Plain Sight:  Cumulative Impact of Interest Rate Hikes for Borrowers

read more

Hidden in Plain Sight:  Cumulative Impact of Interest Rate Hikes for Borrowers

read more

Hidden in Plain Sight:  Cumulative Impact of Interest Rate Hikes for Borrowers

read more

The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Hidden in Plain Sight:  Cumulative Impact of Interest Rate Hikes for Borrowers

September 21, 2022Read 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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