Phoenix CG represents companies in the forefront of their industries seeking (i) growth capital, mezzanine and senior debt funding, and (ii) to engage in sell and buy-side transactions. Phoenix CG also represents businesses seeking revenue growth through strategic alliances.
We understand the challenges of not only the day to day funding and financing of running a business, but also the emotional needs of evaluating the business and family strategic plan.
Our primary mandate is the development of the Enterprise Transition System™ (ETS™). This area focuses on the most important issue that business owners, of any size, are wrestling with “am I Keeping my business (or asset) or selling my business (or asset).” This Keep /Sell approach deals with not only the financial issues but the soft issues of succession, active vs. inactive children etc. The “family” often gets lost in the planning process dealing with individual advisors at a time. Most clients have too many advisors and are receiving cross conflicting messaging.
This keep or sell decision requires capital to execute the plan design.
We can assist our military, federal government or security industry clients in debt financing or equity funding or exit or buy-side transactions and can bring to bear our industry contacts and in-house professional expertise
Phoenix CG represents clients engaged in both renewable energy (solar and wind) and “hard” energy (oil and gas) transactions and is poised to assist its clients in the changing environment that is moving renewables to the forefront of our country’s energy plans and programs these 3 industries have specialized requirements, procedures and business models
From personal protection equipment (“PPE”) to assisting nursing homes in increasing their revenue through non-traditional sources, Phoenix CG is well-positioned to enable its healthcare and senior care clients to prosper in these uncertain, but yet opportunity-rich, times
Phoenix CG works with its IT industry clients to obtain growth capital through debt and equity transactions, taking advantage of opportunities that require quick responses and funding timetables
Phoenix CG’s professional team has decades of experience in all aspect of the real estate industry, including real estate development and redevelopment funding and financing, portfolio acquisitions and dispositions, real estate specific equity funds and programmatic debt sources
Phoenix CG is industry agnostic, and has the ability to guide its revenue producing clients through financing and funding and exit and buy-side events in any industry, including manufacturing, distribution, sales, environmental services and products and new technologies businesses
Phoenix CG has established close working relationships with a dynamic group of professionals in the investment banking, accounting, legal, financial planning, wealth management/asset protection, company valuation and management consulting arenas that it can bring to you in a coordinated and strategic manner. We will manage your transaction and the professional team brought together to get you to a timely and successful closing. When appropriate, we will affiliate with a dynamic investment banking firm with broker-dealer affiliations to enable our client’s securities-related transactions to be fully securities law and regulation compliant.
