Phoenix Capital

Investment banking for businesses in transition.

We serve middle-market businesses in transition, through operational challenges, financial challenges or other “special situations”, with boutique investment banking solutions. Phoenix Capital advises on both domestic and cross border transactions.

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The ability to augment our operationally focused services with turnkey investment banking solutions provides our clients with several advantages, including increased certainty of closing, valuation enhancement, and a credible, experienced voice in the midst of challenging situations.

We work collaboratively with multiple constituents, including public companies, financial sponsors, closely held businesses, boards of directors, and other fiduciaries of middle market companies.

We specialize in the execution of complex transactions.

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Balance Sheet Restructuring

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.

Capital Raise

When situations such as corporate turnaround or intense projected growth come about in a business, 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. 

Refinancing

For a company in transition, it is important to maintain a debt structure that reflects the realities of its business model, sales projections, and capital requirements. Our experts assist in refinancing by optimizing your debt structure accordingly, creating a sustainable path to value for the future.

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.


Team Spotlight

Vincent J. Colistra

Senior Managing Director & Shareholder

Vincent Colistra is a Senior Managing Director and Shareholder of the firm’s investment banking division, Phoenix Capital Resources®. He joined the firm in 1997 as a Director and became a Partner in 1998.

Michael E. Jacoby, CTP, CCM, CMC

Senior Managing Director & Shareholder

Michael Jacoby is a Senior Managing Director and Shareholder at Phoenix Capital Resources®. He is a skilled financial executive with extensive investment banking, transactional, operating, turnaround, and commercial banking experience. Mr. Jacoby 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.

Kevin Barr, CFA

Director

Kevin Barr joined the Company in June 2010 and is a Director of Phoenix Capital Resources® with approximately 10 years of experience.

Michael Gaul, CTP

Senior Director

Michael Gaul joined the Company in March 2003 and is a Senior Director of Phoenix Capital Resources® with approximately 16 years of experience advising clients on complex transactions. Mr. Gaul’s expertise and knowledge spans a wide range of investment banking, including but not limited to refinancing, mergers and acquisitions, and balance sheet restructurings.

Completed Transactions

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Infographic

Q4 2019 Lending Climate in America

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In the News

Michael Jacoby and Jessica Zwirzina Author Q2 2019 Lending Survey Article

June 25, 2019Read more

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