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

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.

Lawrence Blackman

Senior Director

Larry Blackman is a Senior Director at Phoenix Management Services with more than 20+ years of experience in finance and operations.

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.

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.

Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

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Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

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Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

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Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

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The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Quality of Earnings Missed the Mark: Avoiding Future Shortcomings

October 11, 2019Read more
 

article

Michael Jacoby and Jessica Zwirzina Author Q2 2019 Lending Survey Article

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Let’s create value together.

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