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

Carol Flack

Managing Director

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 […]

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.

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.

Billions on the Brink: The Deepening Crisis in Commercial Real Estate

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Billions on the Brink: The Deepening Crisis in Commercial Real Estate

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Billions on the Brink: The Deepening Crisis in Commercial Real Estate

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Billions on the Brink: The Deepening Crisis in Commercial Real Estate

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The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Billions on the Brink: The Deepening Crisis in Commercial Real Estate

June 11, 2024Read more
 

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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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