Private Equity Firm

Phoenix Strategy Investments

12720 Hillcrest Road, Suite 650

Dallas , Texas

United States

(214) 649-9352

https://www.phoenixstrategy.com

Phoenix Strategy Investments is an entrepreneurial investment company formed to acquire and operate small to medium sized privately-held companies. The firm's goal is to provide an attractive liquidity option for business owners by working closely with them to structure a transaction that best meets their financial and personal objectives. Target Sectors: - Software - Education - Human Capital - Professional Services - Consumer Services / Multi-unit - Manufacturing - Real Estate/Hospitality Transaction Types: - Full Acquisitions - Partial Acquisitions - Recapitalizations - Growth Capital Additional Offices: - Boston, MA

7

Portfolio Companies

3

Executives

Acquisition Criteria

Fund Size:

Min Equity Investment:

Max Equity Investment:

Min Revenue:

Max Revenue:

Min EBITDA:

Max EBITDA:

Min Enterprise Value:

Max Enterprise Value:

Investment Interest:

Transaction Type:

Geographic Preference:

Cutting-edge M&A Data Solutions

Investment Bankers

Find the right buyer for your deal quickly and confidently.

Private Equity Investors

Amplify investment bank & intermediary deal sourcing.

Consultants & Advisors

Generate new business from private equity firms.

Executive Recruiters

Hire executives & connect with private equity firms.

Testimonials

Become the next customer to share a success story about Private Equity Info's impact.

"Private Equity Info is critical to nearly every aspect of our role as an investment bank. We use it almost every day and the return on investment is clear."

Bob McCormack
Investment Banker
Bob McCormack

"PEI is superior for our sales team. It cuts to the core. It’s the sweet spot in terms of what you’re paying and what you’re getting.”

E78 - PEI Case Study Headshot Card
Advisory Firm
Joe Kwasniewski