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Phoenix Strategy

Phoenix Strategy?uq=kzBhZRuG
PE INVESTOR TYPE
Active STATUS
3 PROFESSIONALS
9 INVESTMENTS
2 PORTFOLIO
2 EXITS
Description

Phoenix Strategy is an entrepreneurial investment company formed to acquire and operate a small to medium sized privately-held business. The firm prefers to invest in the engineering, value added distribution, consumer services, business services, health and wellness, financial services, marketing services and franchising sectors.

Investor Status
Actively Seeking New Investments
Year Founded
2002
Primary Investor Type
PE/Buyout
Other Investor Types
Venture Capital
Primary Office
  • Kings Grant Office Park
  • 21 King Charles Drive
  • Portsmouth, RI 02871
  • United States

+1 (401) 000-0000

Phoenix Strategy Investments (9)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
0.0. 0000000000 17-Aug-2017 0000000000 Human Capital Services Generating Revenue 0000000 0000
00 0000000 15-Aug-2017 0000000000 Consulting Services (B2B) Generating Revenue 0000000 0000
0000000000 0000000 23-Feb-2017 0000000000 Consulting Services (B2B) Generating Revenue 0000000 0000
000000000000 00000 07-Jan-2016 0000000000 IT Consulting and Outsourcing Generating Revenue 0000000 0000
The Predictive Index 05-Nov-2014 Buyout/LBO Consulting Services (B2B) Generating Revenue 0000000 0000
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Phoenix Strategy Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000 00 24-Feb-2016 000000000000000000 Completed
  • 000000 00000
LEDCO-CHARGEGUARD 03-Mar-2009 Merger/Acquisition Completed
  • Havis
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Phoenix Strategy Team (10)

Name Title Deals Funds Boards Office Contact
Info
Michael Zani Managing Director & Co-Founding Partner 0 Dallas, TX
Daniel Muzquiz Principal & Co-Founding Partner 0 Dallas, TX
David Schnabel Partner & Principal Dallas, TX
J. Puckett Investor Partner Portsmouth, RI
Mike Mills Distribution Advisor Dallas, TX
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