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Phoenix advisory professionals serve as trusted senior advisors to top corporate officers and boards of directors, helping them devise strategies for enhancing shareholder value. We believe this relationship-based approach to our advisory business gives us a competitive advantage in serving a distinct need in the market today. Furthermore, we believe our advisory business is differentiated from that of our competitors in the following respects:

Objective Advice with a Long-Term Perspective.
We seek to recommend shareholder value enhancement strategies or other financial strategies that we would pursue ourselves were we acting in management’s capacity. This approach sometimes includes advising our clients against pursuing transactions that we believe do not meet that standard.

Transaction Excellence.
Since our inception, we have built a reputation of quality and excellence in transaction execution. As a result, we have been entrusted with some of the most important and complicated mergers, acquisitions, sale processes, divestitures, special committee advisory assignments, recapitalizations and restructurings.

Senior Level Attention and Experience.
The Partners in our advisory business participate in all facets of client interaction, from the initial evaluation phase to the final stage of executing our recommendations. Unlike many larger financial institutions, our senior professionals are directly involved from the beginning to the end of every transaction.

Independence and Confidentiality.
We do not underwrite securities, publish securities research, or act as a lender. This enables us to avoid the potential conflicts that may arise from these activities at larger, more diversified competitors. In addition, our commitment to discretion and the smaller size of our firm enable us to provide our clients with strict confidentiality.