Phoenix Investment Banking

Working with Phoenix IB.

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.

Click on each of our service verticals below to learn more:

Click here to visit the Phoenix IB website.


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

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Featured Case Studies

investment banking

Information Technology Service Provider


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

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investment banking

Precious Metals Manufacturer


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

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investment banking

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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