From valuation to integration, we guide every step to protect your legacy and unlock growth. We combine data, strategy, and negotiation expertise to secure the best possible outcome for you.
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“If you want to sleep better at night, hire Phoenix Strategy Group.”
“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.”
“PSG saved my dream. They helped us get our financials in order and renegotiate our lending agreements, pulling us through a tough financial crunch.”
“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.”
“Hire PSG if you want to make your life easier and have accurate data.”
“As a home service business owner, understanding complex financials and Unit Economics always seemed overwhelming—until we started working with Phoenix Strategy Group.”
240+
Portfolio Companies
$200m+
Raised over the Last 12 Months
100+
M&As Transacted
5+
IPOs
Me in a nutshell: I am a heart-driven executive that has closed over $30MM over the last 8 years of both investment capital and Business Development deals for my last three companies. I have been an Investment Banker ($626MM in transactions) and Venture Capitalist ($38MM invested), and I am very passionate about charitable causes and helping others.