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

Rodney Gayle, CTP

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.

Vincent J. Colistra

Senior Managing Director & Shareholder

Vincent Colistra is a Senior Managing Director and Shareholder of Phoenix Management Services, Inc. and the firm’s investment banking division, Phoenix Capital Resources®. He joined the firm in 1997 as a Director and became a Partner in 1998.

Kevin Barr, CFA

Managing Director

Kevin Barr joined the Company in June 2010 and is a Director of Phoenix Management Services with approximately 9 years of experience in financial and crisis management.

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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