We provide operationally-focused business solutions to address the diverse challenges of companies across a myriad of industries.
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Our transaction advisory services ensure that you leave no stone unturned pre-transaction, so you can get integration right the first time.
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.
We detect holes in your business structure, filling them with sustainable assets and strategies to turn your company around for immediate and future success.
In partnership with Phoenix, you can keep your business models balanced and profitable in times of explosive or lagging growth.
Transaction
Investment Banking
Turnaround
Growth
1,600+Engagements
100+Years of Experience
35+Years in Business
50+Industries
Managing Director
Dave Drinan is a Managing Director at Phoenix with more than 24 years of experience in finance and operations. His corporate advisory experience includes investment banking, interim management, turnaround management, restructuring, profit improvement, and transaction advisory services for companies in a variety of situations and stages of transition.
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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.
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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.
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Director
Patrick Bellot is a Vice President with Phoenix Management Services. As part of the Phoenix team, he has participated on more than 60 engagements where Phoenix advised, managed, and raised capital for companies in both the public and private sectors.
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