Investments
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ShapeUp Headquarters,Providence, RI -
LEDCO,Plymouth, MI -
ShapeUp Headquarters,Providence, RI -
LEDCO Product Line,Plymouth, MI
Phoenix Strategy's principals have executed dozens of purchase, sale or merger transactions across a wide range of industries with a total value exceeding $500 million.
A summary of recent holdings & investments include:
ExamSoft
www.examsoft.com, Investment 2009
ExamSoft, a computer-based testing company, is the trusted partner for hundreds of academic and certifying institutions, including 38 of 50 state bar examiners. Their powerful, easy-to-use, comprehensive solution supports the entire testing process including exam design, administration, delivery, and analysis, providing the most easy, secure, and reliable way to execute high-stakes examinations.
Law Enforcement Development Company (LEDCO), now Havis, Inc.
www.ledco.net, Investment 2004, Exit 2011
Phoenix recently completed a purchase, turnaround, and sale of a manufacturing company, named LEDCO. The company was purchased from the 2 original founders of the company in 2004. The founders retained equity in the new company and realized a second liquidity event.
LEDCO specializes in the mounting and docking of electronics for mobile applications. It dominates the market with a differentiation based on user productivity through comfort, safety and quality. Its products are designed by industry experts to exacting specifications which results in products that are desired by the people who use them, preferred by the people who service them, and most importantly, valued by the people who pay for them.
CHARGEGUARD
www.chargeguard.com, Investment 2008, Exit 2011
CHARGEGUARD was a “tuck-in” acquisition for LEDCO. CHARGEGUARD was purchased from its inventor/founder. It specializes in the design and manufacture of power management devices that protect expensive radios and computers from vehicle voltage problems, accidental battery discharge, and provides workers instant access to critical electronics.
ShapeUp
www.shapeup.com, Investment 2009
ShapeUp is the leading global provider of clinically-proven, social networking-based employee wellness programs. ShapeUp has pioneered an innovative approach to behavior change that uses social networking technology to reduce health care costs and improve the health of large populations through peer motivation, support, and accountability. ShapeUp's evidence-based, clinically-proven social wellness platform covers more than two million lives and is used by more than 200 employers and health plans.