Info

Phoenix Financial Services is an investment-banking firm that specializes in arranging debt and equity placements for small to medium size corporations. Phoenix serves clients throughout the nation. Our typical financing is between $1 million and $25 million. Phoenix's principals are seasoned executives who have over 100 years of experience in the financial service business. They have arranged financings for companies in a wide range of industries and been involved in many different types of transactions, as shown on the transaction highlights page. We work very closely with each client to assemble and present to targeted sources of funds, comprehensive information that is necessary for a successful financing. Phoenix has developed strong relationships with many financial sources that specialize in such areas as: asset based, cash flow, senior debt lending, equity investments, and government guaranteed financings. Most of our business is placed with non-bank institutions that appreciate our extensive analysis, which presents our clients' needs in a positive and understandable manner. Phoenix's mission is to serve our clients, many of whom find it difficult to meet their financial needs, and expeditiously secure sufficient financing at competitive rates and terms. Our goal is to establish long-term client relationships.