Balance Sheet Optimization / Refinancing

At Phoenix IB, we initiate refinancing efforts by helping clients determine the right option for each particular situation, including refinancing with an existing or new capital provider, supplementing the existing debt with additional debt sources, or raising minority equity.


We help clients identify the ideal refinancing option for their businesses, including:

  • Refinancing with the existing capital provider
  • Refinancing with a new capital provider
  • Supplementing lender groups with a 2nd lien or term debt

Put our experience to work for you.

Work with Phoenix