Our Team

Create value X, and capture Y% of it - we help you maximize both.

Our Track Record Since 1998

240+

Portfolio Companies

$200m+

Raised over the Last 12 Months

100+

M&As Transacted

5+

IPOs

Our Team

Leadership

Our philosophy is simple — hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.
David Metzler
David Metzler
Partner
Ethan Lu
Ethan Lu
Partner
Jared Coleman
Jared Coleman
General Counsel
JD Meints
JD Meints
Industry Operator - Healthcare
Yousef Borno
Yousef Borno
Industry Operator - Energy & EV
Who we are

We help founders like you

Meet the Phoenix Strategy Group

We're more than just advisors; we're your partners in turning ideas into thriving businesses. Our team comprises seasoned entrepreneurs who have successfully bought, sold, and grown companies from the ground up. With a wealth of degrees and credentials, we've raised hundreds of millions of dollars, guiding startups from inception to international success.

Our Expertise

We specialize in Financial Planning & Analysis (FP&A) and management advisory services tailored for growth-stage entrepreneurs. Whether you're aiming for an immediate exit through direct acquisition or seeking to build a solid foundation for future opportunities, we've got you covered.

Founder-Focused Approach

As founders ourselves, we understand the entrepreneurial journey. We offer guidance on preparing businesses for sale, finding buyers and equity partners, raising venture financing, recapitalizing with debt and equity, and structuring deals to optimize tax outcomes. For those not seeking an immediate exit, we assist in scaling companies from single-digit revenues to over $100 million.

Our Philosophy

We believe that the stories we tell create the reality we see—Storyteller Consciousness. We champion big visions and positive unit economics as catalysts for change. Our iterative processes and data-driven conversations are designed to make business not just successful but enjoyable.

Finance and Accounting

Jeff Abrams
Partner & Controller
Kendra Smith
Operation Manager
Sam Kaplan
Chief Accounting Officer
Phil Zdanowski
FP&A Manager
Sophia Zdanowski
Accounting Associate
Anzelle Reyes
Accounting Associate
Jennifer Rothberg
Analyst
Jonalyn Elfante
Analyst
Carlota Dava
Analyst
Arthur Delmo
Analyst
Randy Manaog
Analyst
Jonathan Corpuz
Controller

Data and Engineering

Jad Abdelhak
Data Engineer
Joseph Cruz
Data Engineer
Brain Dazo
Data Engineer

Go to Market

Jace Sheppard
Go to Market
Trevor Reeves
Go to Market

Still have questions?

Can’t find the answer you’re looking for? Please chat to our friendly team.

What our founders are saying.

“If you want to sleep better at night, hire Phoenix Strategy Group.”

Patrick Wallain Ablemkr

Patrick Wallain

Founder / CEO, ABLEMKR

“PSG and David Metzler structured an extraordinary M&A deal during a very chaotic period in our business, and I couldn't be more pleased with our partnership.”

Lauren Nagel Spoken Layer

Lauren Nagel

CEO, SpokenLayer

“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”

Norman Rodriguez ElevateHire

Norman Rodriguez

Founder / CEO, ElevateHire

“As our fractional CFO, they accomplished more in six months than our last two full-time CFOs combined. If you're looking for unparalleled financial strategy and integration, hiring PSG is one of the best decisions you can make.”

David Darmstandler Data Path

David Darmstandler

Co-CEO, DataPath

“Hire PSG if you want to make your life easier and have accurate data.”

Michael Mancuso New Law Business Model

Michael Mancuso

CIO, New Law Business Model

“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”

Rob Mulvin All Pro Shade

Rob Mulvin

Founder / CEO, All Pro Shade

Schedule a 30 minutes FREE consultation, see how we can help your business

Great team + clear metrics = your freedom

When you put the Right Data in front of an Empowered Team, they get better.

Get the systems and clarity to build something bigger - your legacy, your way, with the freedom to enjoy it.