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

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.

Robert B. Gowens

Senior Advisor

Bob Gowens is a Managing Director at Phoenix and has more than 45 years of senior leadership experience in a variety of business environments. He has been a senior operating executive for more than 21 years at both growth-oriented and challenged companies and has had full P&L responsibility as CEO, President, and Vice President/General Manager.

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.

Michael Gaul, CTP

Senior Director

Michael Gaul joined the Company in March 2003 and is a Senior Director of Phoenix Management Services with approximately 16 years of experience in financial and crisis management.

One Year of COVID-19: How the Business World Has Evolved & Adapted

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One Year of COVID-19: How the Business World Has Evolved & Adapted

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One Year of COVID-19: How the Business World Has Evolved & Adapted

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One Year of COVID-19: How the Business World Has Evolved & Adapted

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The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

One Year of COVID-19: How the Business World Has Evolved & Adapted

March 11, 2021Read 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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