|
|
Office Locations:
|
Kings Grant Office Park
21 King Charles Drive
Portsmouth, RI 02871
Phone: (401) 486-4126
| |
|
|
|
|
|
|
Business Services
Manufacturing & Industrial
Transportation & Distribution
|
|
|
|
Phoenix Strategy Investments is a private investment firm that acquires controlling interests, manages, and builds small-market (<$50 million) manufacturing, services and distribution companies. The firm's goal is to provide attractive exit options for owners and operators of small to medium-sized privately held enterprises, and to provide divestiture opportunities for divisions of corporate parent companies that no longer reflect the company's strategic focus. Phoenix Strategy targets controlling interests in private companies with a total enterprise value of below $20 million, or limited consolidations with comparable total transaction value. Phoenix seeks target industries that are fragmented and that have a large number of companies in the $5 to $60 million revenue range. The firm is inclined towards companies that have limited technology risk. Phoenix prefers businesses with headquarters or substantial operational presence in the south-central U.S. Phoenix Strategy's principals have executed dozens of purchase, sale or merger transactions across a wide range of industries with a total value exceeding $500 million.
|
|
|
|
|
Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
|
|
| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
|
|
|
|
|
