Complex Business
Challenges, Simplified.

We provide operationally-focused business solutions to address the diverse challenges of companies across a myriad of industries.

Definitive answers
are closer than you think.

Phoenix Transaction

Our transaction advisory services ensure that you leave no stone unturned pre-transaction, so you can get integration right the first time.

Phoenix Investment Banking

Rely on our high-touch investment banking services – offering M&A, capital raising, and advisory services across a broad range of circumstances and transaction types.

Phoenix Turnaround

We detect holes in your business structure, filling them with sustainable assets and strategies to turn your company around for immediate and future success.

Phoenix Growth

In partnership with Phoenix, you can keep your business models balanced and profitable in times of explosive or lagging growth.


Delivering value, again and again.

1,600+
Engagements

100+
Years of Experience

35+
Years in Business

50+
Industries

Team Spotlight

Michael E. Jacoby, CTP, CCM, CMC

Senior Managing Director & Shareholder

Michael Jacoby is a Senior Managing Director and Shareholder at Phoenix. He is a skilled financial executive with extensive operating, turnaround, and commercial banking experience. Michael has served in advisory capacities as well as interim management positions for more than 270 Phoenix clients in a variety of industries.

Michael Gaul, CTP

Senior Director

Michael Gaul joined the Company in March 2003 and is a Senior Director of Phoenix Management Services with approximately 16 years of experience in financial and crisis management.

Patrick Bellot

Managing Director

Patrick Bellot is a Managing Director with Phoenix Management Services. As part of the Phoenix team, he has participated on more than 60 engagements where Phoenix advised, managed, or raised capital for companies in both the public and private sectors.

Vincent J. Colistra

Senior Managing Director & Shareholder

Vincent Colistra is a Senior Managing Director and Shareholder of Phoenix Management Services, Inc. and the firm’s investment banking division, Phoenix Capital Resources®. He joined the firm in 1997 as a Director and became a Partner in 1998.

Getting R.E.A.L. in Later Stage, Venture-Backed Companies

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Getting R.E.A.L. in Later Stage, Venture-Backed Companies

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Getting R.E.A.L. in Later Stage, Venture-Backed Companies

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Getting R.E.A.L. in Later Stage, Venture-Backed Companies

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The Latest

 

ebook

Your Guide to Making the Right Call

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Blog

Getting R.E.A.L. in Later Stage, Venture-Backed Companies

January 9, 2024Read more
 

article

Bayard Hollingsworth Authors Article on the Challenges of a Capital Raise During COVID-19

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Let’s create value together.

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