PE  Phoenix Strategy Investments

     Office Locations:

Kings Grant Office Park 21
King Charles Drive
Portsmouth, RI 02871

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  • Middle Market



  • 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.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Daniel E. Muzquiz Founding Partner
    David Schnabel Partner
    Mike Zani Founding Partner


    Portfolio companies include:

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      Pure Paws
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