About Phoenix Strategy
Phoenix Strategy is an entrepreneurial investment company formed to acquire and help grow small to medium-sized, privately-held businesses. Our approach is distinctive, because we exclusively focus on situations where we believe we can truly add value. The way we do this may vary, based on the situation, ranging from having one of our principals lead day-to-day operations, to supporting existing management teams with highly engaged, additive and collaborative board members.
Phoenix was built by experienced business operators who know how to manage people and run businesses, as well as make successful investments. Our goal is to provide an attractive liquidity option for business owners by working closely with them to structure a transaction that best meets their financial and personal objectives. Our unique approach is ideal for those owners who would like to transition away from management responsibilities, assume a lesser role within their company, or simply get some meaningful help to propel their business to its fullest potential. We have done this successfully multiple times.
Because of our active orientation, and desire to truly help our business leaders, we invest in fewer companies, and we offer a greater commitment to those we choose to support. In each case, we bring many years of successful, hand-on business-building and transactional experience, along with the flexibility to adapt to each business’ unique dynamics.
Opportunity to add value
Attractive growth potential
Industries we (can) understand
Stage / Transformation potential
Management excellence & culture
Why Phoenix Strategy?
Our experience as business operators, investors and advisors has convinced us that value creation is done, first and foremost, by the leaders and their teams who run the businesses, each and every day. We pride ourselves on being operators at heart that bring not just experience, but resources that companies need and want to help them navigate the twists and turns of building and growing. From business know-how, to deep professional networks and capital resources, we aim to bring the right support at the right time.
We have sat on all sides of the boardroom table, and we have helped take businesses through a wide range of major milestones, including acquisitions, financings, exits, new market entries, product-line transformations and team transformations. As a result, we understand, not just the strategic and executional elements of these and other events, but the hard professional and personal choices that have to be made along the way. Unlike most financial investment professionals, we can bring all of this experience to help our entrepreneur partners achieve their visions and leave a legacy behind.
We recognize that management is more than just a “bios” slide on a website or a presentation slide. We appreciate the hard work that goes into building a winning business. We do not believe financial investment creates value magically. It is the individuals that take risks by investing their ‘blood, sweat and tears’ both figuratively and, often, literally to build businesses.
Lastly, we’ve built our approach on the knowledge that strong personal connections and a sense of partnership are key to making an investment successful. We value collaboration and constructive dialogue, and for similarly minded business owners, partnering with Phoenix is the right choice.