Phoenix IB Information

Phoenix IB® is a boutique middle market investment bank delivering expertise in traditional, special situations, technology, and intellectual property investment banking engagements. We provide M&A, capital markets, and advisory services across a broad range of industries, circumstances, and transaction types. Our unique perspectives provide valuable insight as to likely valuations, structures, and outcomes for each client transaction. Phoenix IB® is part of the Phoenix platform that for nearly 40 years has been effectively assessing complex situations to lead our clients down a path towards stability and value maximization. From businesses in transition to businesses in transaction, we can provide a full range of value-focused services spanning the entire enterprise lifecycle. The four core segments of the Phoenix platform are Investment Banking, Operational Management, Investor Services, Turnaround & Restructuring. Through the partnership of Phoenix and J.S. Held, our collective suite of services will now support a diverse client base that further delivers solutions that address matters of all complexities. Leveraging decades of experience across a wide range of sectors, our team provides clients with industry leading expertise to guide their decision-making process. Together with J.S. Held, our platform is strengthened by the benefit of a significant global footprint and expended capabilities with over 8,000+ clients served, 1,800 experts globally and 100+ global industries & sectors served. Phoenix IB® Services: • Capital Markets Advisory • Intellectual Property Debt & Equity Services • Intellectual Property Transaction Advisory • Mergers & Acquisitions • Restructuring Advisory