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

Joseph Nappi, CTP

Senior Managing Director & Shareholder

Joseph Nappi is a Senior Managing Director and Shareholder at Phoenix Management Services. He is a seasoned professional in the restructuring industry with over 15 years of experience in special situation transactions, restructurings, and due diligence assignments.

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.

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.

Mark Karbiner

Senior Director

Mr. Karbiner is a Senior Director at Phoenix and has participated in more than 85 engagements since joining the team in May of 2003. Mark is a proven leader with more than 20 years of successful accomplishments in a broad array of complex transactions and challenging management situations. He is a skilled negotiator who is quick to assess a situation, develop practical strategic alternatives, build consensus, and implement an effective action plan to preserve and enhance value.

Managing through a Crisis, Remotely: Phoenix Professionals Optimizing the New Work-from-Home Normal

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Managing through a Crisis, Remotely: Phoenix Professionals Optimizing the New Work-from-Home Normal

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Managing through a Crisis, Remotely: Phoenix Professionals Optimizing the New Work-from-Home Normal

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Managing through a Crisis, Remotely: Phoenix Professionals Optimizing the New Work-from-Home Normal

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The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Managing through a Crisis, Remotely: Phoenix Professionals Optimizing the New Work-from-Home Normal

May 11, 2020Read 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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