Michael Jacoby, Senior Managing Director and Shareholder at Phoenix Management, shares, 'We see a tremendous opportunity to expand our teams' collective executive, financial, operational, and strategic management expertise in combination with the experts at J.S. Operational Improvement & Restructuring.Interim Management (CEO, CFO, COO, CRO).Their experts serve middle market clients across numerous sectors, providing: Phoenix Management Services, under the leadership of Michael Jacoby, James Fleet, Brian Gleason, and Joseph Nappi has decades of experience, across more than 50 industries and over 1,600 client engagements, enabling the team to assess complex situatons rapidly, providing valuable financial insights and operational assessments to help private and public sector clients achieve their business goals.
Held announced expanded corporate finance and investment banking expertise with the acquisition of Phoenix Management, providing operationally focused turnaround, transaction, strategic growth investor services, and Phoenix IB, an independent licensed broker-dealer under federal and state securites law, providing special situation investment banking solutons to middle-market enterprises across the United States.
