High-touch investment banking services.
Phoenix IB takes an ‘all-in’ approach to our assignments, which makes us both highly selective and highly effective. Our work typically begins with cultivating collaborative relationships with our clients to jointly determine potential and optimal outcomes of a transaction. We set forth rational goals and our recommendations are informed by a real-time understanding of the current market environment. Once we know where we need to go, we design and execute the best process to get there, with efficiency and a sense of urgency.
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Making the Right Call: Your Guide to Addressing Complex Business Situations
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Professional Highlight: Joseph Nappi, CTP
services
Phoenix IB® acts as financial advisor to an information technology service provider and successfully refinances the Company.
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manufacturing
Phoenix completes a successful refinancing for a fourth generation precious metals manufacturer.
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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