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Our Services

Our clients are experts at running their businesses. We are experts at leaving them free to continue business as usual while achieving their objectives with respect to a sale, acquisition, financing or strategic financial plan. Our senior professionals spend the time necessary to understand each client's objectives, business and the industry in which they operate. We then explore every possibility and offer customized solutions to:

Private Financings

Phoenix Capital assists clients in raising capital through private placements of equity and/or debt, bank financing, institutional financing. Typical uses of proceeds from equity and debt private financings include:

  • Maximize valuation in a sale
  • Raise capital to facilitate shareholder liquidity or growth
  • Complete a strategic acquisition or business combination
  • Gain clarity on strategic or financial alternatives

Financial Advisory

Long before a transaction arises, Phoenix Capital assists companies in evaluating their strategic and financial objectives by performing services such as:

  • Valuations
  • Fairness opinions
  • Analysis of corporate financial performance
  • Corporate financial modeling
  • Study of alternatives to maxamize shareholder values
  • Study of capital structure alternatives
  • Advice on corporate stock repurchase programs
  • Selection of underwriters for public securities offerings
  • Board and government advisory services

Mergers & Acquisitions

We are professionals at managing an organized and expeditious sale or purchase process. Our market knowledge, research and extensive relationships allow us to complete M&A assignments on terms that exceed our clients' expectations. We meet each client's personal and financial objectives:

  • Conduct thorough due diligence and analysis
  • Develop realistic valuation range with client
  • Identify target market of strategic canidates
  • Structure transaction
  • Prepare offering memorandum describing the company and its operations
  • Manage competive auction process
  • Arrange financing for the transaction
  • Resolve business, legal and financial issues
  • Close the transaction