Mergers and Acquisitions

Building upon our financial, legal and transactional skill sets, Phoenix develops solid strategies for executing complex merger and acquisition transactions. We provide end-to-end solutions for our clients, focusing on strategy, valuation, transaction structure and execution. Whether establishing auction parameters for a sell-side engagement or implementing a tax efficient structure for a cross-border merger, Phoenix professionals bring creative ideas and solutions to the myriad of business and strategic challenges faced by our clients.

Financial Restructurings

In its work with senior management, boards of directors and shareholders, Phoenix brings valuable knowledge and experience in the areas of bankruptcy, commercial debt restructuring, corporate reorganizations, divestitures and nontraditional workouts.

Our Partners have significant experience in addressing operational and capital structure problems, and negotiating complex restructurings involving multiple secured and unsecured creditors.

Strategic Advisory Services

As a complement to our investment banking services, Phoenix provides the following strategic advisory services to our clients:

• Capital structure review
• Fairness opinions
• Valuations

Private Placements of Equity and Debt

Drawing on the extensive capital markets experience of its Partners, Phoenix assists companies in identifying financing sources, as well as structuring and negotiating terms of private placement financings. For both our fast-growing and more established clients across a variety of industries in Europe, the U.S. and Asia, we help companies implement creative financing solutions to meet their growing business needs.

Phoenix brings practical, unbiased advice to clients. We always seek the optimal financing avenue to help ensure the long-term stability and success of our clients. We are relentless in our pursuit to close financings on a timely basis with investors who bring additional value to a client's business beyond investment capital.

What sets the Partners of Phoenix apart from other financial advisors and investment banks is our varied experience on both sides of financing transactions. Our principals have been members of bulge bracket investment banks. This advisory experience allows Phoenix to bring real world solutions to financing strategies, and to structure transactions that resonate with the concerns and demands of institutional investors without sacrificing the goals of our clients.

Merchant Banking Activities

Phoenix’ merchant banking activities combine the experience and relationships of its senior Partners with the capabilities of its dedicated professional team to identify private investment opportunities and partner with strong management teams. We co-invest our own funds, jointly with our clients, where such co-investment does not create conflicts.