Phoenix IB

Identify the right capital solution for your special situation.

Capital is the lifeblood of any business. But for businesses that are in transition or experiencing financial difficulties, obtaining the capital necessary to restructure the business is often easier said than done. By augmenting our operationally-focused services with turnkey investment banking solutions, we make sure that each client has both the plan and the capital needed to preserve and enhance enterprise value.

At Phoenix, we provide boutique investment banking solutions to middle market companies in the midst of challenging or special situations. Having participated in transactions totaling more than $11 billion in enterprise value, our skilled partners work closely with clients and their stakeholders to increase the certainty of closing, enhance valuation, and provide a credible, objective perspective on their capital structure and requirements.

Our investment banking services include:

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Making the Right Call: Your Guide to Addressing Complex Business Situations

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Featured Case Studies


Information Technology Service Provider


Phoenix acts as financial advisor to an information technology service provider and successfully refinances the Company.

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Precious Metals Manufacturer


Phoenix completes a successful refinancing for a fourth generation precious metals manufacturer.

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Security Guard Services


Phoenix conducts an operational assessments, develops a 13-week cash flow forecast, and refinances a security guard service provider returning the Company to profitability.

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Put our experience to work for you.

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