Phoenix American - Ownership and Business Overview

Financial ServicesCompany

Phoenix American Ownership

Who owns Phoenix American?

.

Phoenix American Business Overview

Where is Phoenix American headquartered?

Phoenix American is headquartered in Larkspur, California.

What sector is Phoenix American in?

Phoenix American is a financial services company.

When was Phoenix American founded?

Phoenix American was founded in 1972.

Financial Services M&A Summary in

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Phoenix American

Phoenix American Financial Services, Inc.

125 E. Sir Francis Drake Boulevard, Suite 301,
Larkspur, California 94939
United States,
(866) 895-5050
www.phxa.com

Phoenix American provides investment management services. The Company offers fund administration and accounting, transfer agent, financial reporting, taxation, and other financial services. Phoenix American was formed in 1972 and is based in Larkspur, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # - - - - - - 0
Sell (0.2/yr) # - - - - - 1 1
  1

Most Recent M&A

Company Date Value Type
Phoenix American - Fund Administration & Transfer Agent Business 2024-08-05 - Divestiture
Larkspur, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services - - 1 (100%) -
Total - - 1 -

By Geo

State/Country Buy Value Sell Value
United States - - 1 -
  California - - 1 -
Total - - 1 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

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