Phoenix Transaction

Change is on the horizon.

Major corporate transactions hold great promise, but they also come with great uncertainty. The difference between synergy and stagnation is the partner you leverage throughout the process—from due diligence, through deal close and integration.

At Phoenix, we provide a full range of transaction advisory services to help you maximize value associated with major enterprise events. Our seasoned transaction advisory experts help you see the full picture through extensive QOE reviews and operational due diligence, derive the most value during the transaction through financial modeling and operational preparation, and build enduring synergies following the transaction through interim management and expert integration services.

Our transaction services include:


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


Featured Case Studies


Investment Advisory Firm


Phoenix provides a Quality of Earnings review to a secured creditor for an investment advisory firm.

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Equity Fund – Glass Manufacturer


Phoenix conducts a Quality of Earnings review for an equity fund to a glass manufacturer.

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Direct Mail Company


Phoenix conducts a due diligence review for a capital hedge fund to a direct mail company.

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Put our experience to work for you.

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