"Because Phoenix had such an in depth understanding of the dynamics of our industry, they were able to quickly and thoroughly prepare answers to our questions...they did an outstanding job...organizing and preparing the needed financial information for the lender's review...I firmly believe we got the best financial package available." Mark Beeler, President Dixie Management, Inc. Truck Stop/Travel Plaza Erie, Pennsylvania $3,100,000 Financing Secured through Phoenix Financial Services

 

Phoenix Financial Services, LLC is an investment banking, business development, and strategy appraisal advisor focused on small to medium size corporations. Our emphasis is public and private sector middle market companies with $2 to $50 million of revenue. Our typical financing is between $500,000 and $10 million.

Phoenix is staffed by seasoned operating company executives who have extensive backgrounds in financing growth, developing strategic relationships, and operations improvement for domestic, multinational, industrial, and service companies. Brief biographies of Phoenix's staff are available here.

Phoenix's Principals have developed strong relationships with many domestic and foreign financing sources. We can provide introductions to financial professionals who work with rapidly growing companies in such areas as: asset based, cash flow and senior debt lending, mezzanine financing, public offerings, and equity investments. Phoenix's industry contacts can assist in reaching the correct merger, divestiture, acquisition, or distribution partner.

Over the last 10 years, Phoenix's Principals have completed transactions worth over $220 million dollars. The practical experience of our executives allow us to provide, at the highest quality level, the exact support each client requires.

Phoenix Financial Services, LLC

23 Acorn Street, Providence, RI 02903-1028
PHONE: (401) 831-1010 FAX: (401) 453-4793

2002