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Phoenix IB
 * About Us
   * Professional Affiliations
   * Phoenix IB Affiliates
 * Services
   * Mergers & Acquisitions Advisory
   * Debt & Equity Capital Raising 
   * Balance Sheet Optimization / Refinancing
   * Restructuring Advisory
 * Track Record
   * Our Clients
   * Our Transactions
 * Our Team
   * Phoenix Senior Advisors
 * Client Login
 * Resource Center
   * Media Kit
   * Press Releases
   * Articles
   * Blog
   * Lending Survey
   * Giving Back
   * Important Disclosures
 * Contact Us
   * Careers
 * Search




SITUATIONAL. INVESTMENT BANKING.


PHOENIX IB® IS A BOUTIQUE, “SPECIAL SITUATIONS” ORIENTED INVESTMENT BANKING FIRM
– OFFERING M&A, CAPITAL RAISING, AND ADVISORY SERVICES ACROSS A BROAD RANGE OF
CIRCUMSTANCES AND TRANSACTION TYPES.

We are experts in distilling financial and operational complexity into
opportunity for our clients. We work with businesses at all phases of their
lifecycles, from inception through growth until exit, including all of the
challenges, obstacles, opportunities, and growing pains along the way.

Learn More About Phoenix IB

Download Our One-Page Summary






THE PHOENIX PLATFORM

Phoenix IB is the investment banking affiliate of Phoenix Management Services,
LLC, an operationally focused financial services firm focused on companies in
transition.

1600+

Diversified, special situation engagements

40+

Countries where senior team has completed assignments

35+

Years in business under successive ownership

18

Years is the average tenure of our senior team with the firm

Learn More


WHAT WE DO.

Phoenix IB provides a holistic suite of transaction-based investment banking
services ensuring that our clients have both the plan and the funding to
successfully navigate and enhance value regardless of their situation. Services
include:


MERGERS & ACQUISITIONS

Whether representing the buyer or the seller, we provide a full range of
services throughout the M&A process, from identifying buyers or sellers, to
preparing or reviewing the memorandum, performing comprehensive due diligence,
securing funding, structuring the transaction, and seeing it through closing.


DEBT & EQUITY CAPITAL RAISING

When our clients face complex growth, there may not be capital immediately
accessible to support the company. In turn, we raise the critical, supplementary
funds that allow our clients to execute their plans, expand their business, and
maximize enterprise value. 


BALANCE SHEET OPTIMIZATION / REFINANCING

Sometimes a company falls short of its predisposed expectations and needs help
realigning the existing debt structure. Throughout the balance sheet
restructuring process, our professionals finesse any areas of business that
require refinancing, financial restructuring, or recapitalization for immediate
and future success.


RESTRUCTURING ADVISORY

Our award-winning restructuring services are tailored to optimize and enhance
the balance sheet for each client during any stage or situation, regardless of
industry, objectives, or business characteristics.

--------------------------------------------------------------------------------

Mergers & Acquisitions

Debt & Equity Capital Raising

Balance Sheet Optimization / Refinancing

Restructuring Advisory


OUR TEAM

The Phoenix IB senior team has decades of experience across over a thousand of
engagements covering nearly all industries. Our team members have diverse
backgrounds in consulting, corporate finance, asset management, operations,
industry, and entrepreneurship. This is how we have cultivated a culture of
doers, and why we are known expert financial problem-solvers rather than
conventional investment bankers.  

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JOSEPH NAPPI, CTP

Senior Managing Director & Shareholder

Joe Nappi is a Senior Managing Director and Shareholder at Phoenix IB®. He is a
seasoned professional in the restructuring industry with over 15 years of
experience in special situations transactions. He has led and assisted many
middle market companies in a variety of roles including investment banker,
turnaround manager, and commercial lender.

More About Joseph   View Our Team

 * LinkedIn
 * Email


STEVEN H. ROSENBLUM

Managing Director

Steven Rosenblum is a Managing Director at Phoenix IB®. He brings more than 20
years of special situations transaction experience as a banker and asset
manager. Steven focuses on transactions that involve a distinct complexity such
as tight funding or sale deadlines, enhanced leverage requirements, unusual
structuring challenges, niche or multi-generational businesses.

More About   View Our Team

 * LinkedIn
 * Email


MICHAEL E. JACOBY, CTP, CCM, CMC

Senior Managing Director & Shareholder

Michael Jacoby is a Senior Managing Director and Shareholder at Phoenix IB®. He
is a skilled financial executive with extensive investment banking,
transactional, operating, turnaround, and commercial banking experience. Michael
has assisted more than 270 Phoenix clients in a variety of industries with their
acquisition, divestiture, and financing needs, and has served in advisory
capacities as well as interim management positions.

More About Michael   View Our Team

 * LinkedIn
 * Email


STEVEN C. WARSAW

Managing Director

Steven Warsaw is a Managing Director at Phoenix IB®. He brings 20 years of
investment banking experience managing and advising clients on complex
transactions and situations. Steven’s expertise spans a wide range of investment
banking services including buy-side and sell-side M&A transactions, balance
sheet restructurings, refinancing, recapitalizations, corporate restructurings
and divestitures, and more.

More About   View Our Team

 * Email


SELECT RECENTLY COMPLETED TRANSACTIONS

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THE LATEST

 

INFOGRAPHIC


Q2 2022 LENDING CLIMATE IN AMERICA

Read more

PRESS RELEASE


KYLE LANDIS EARNS DESIGNATION CHARTERED FINANCIAL ANALYST® (CFA®)

August 31, 2022Read more

LENDING SURVEY


GAUGE MAJOR SHIFTS IN ECONOMIC VIEWPOINTS FROM PHOENIX’S PROPRIETARY SURVEY OF
SENIOR BANKING PROFESSIONALS.

Read more
 

IN THE NEWS


BAYARD HOLLINGSWORTH (CTP) & MARC SULLIVAN (CTP) AUTHOR AN ARTICLE FOR JOURNAL
OF CORPORATE RENEWAL

June 2, 2022Read more


PUT OUR EXPERIENCE TO WORK FOR YOU.

Work with Phoenix



 * LinkedIn
 * Email

©2022 Phoenix Management Services®. All Rights Reserved.

Atlanta   |   Boston   |   New York   |   Philadelphia

© 2022, Phoenix IB® is a U.S. registered broker-dealer and member of FINRA and
SIPC.

Check the background of Phoenix IB® on FINRA's BrokerCheck.

 
 *  About Us
   * Professional Affiliations
   * Phoenix IB Affiliates
 *  Services
   * Mergers & Acquisitions Advisory
   * Debt & Equity Capital Raising 
   * Balance Sheet Optimization / Refinancing
   * Restructuring Advisory
 *  Track Record
   * Our Clients
   * Our Transactions
 *  Our Team
   * Phoenix Senior Advisors
 * Client Login
 *  Resource Center
   * Media Kit
   * Press Releases
   * Articles
   * Blog
   * Lending Survey
   * Giving Back
   * Important Disclosures
 *  Contact Us
   * Careers
 * Search