Phoenix Strategy Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Phoenix Strategy Investments has acquired 1 company.

Phoenix Strategy Investments’ most common sectors for investment areconsumer services (34%) and healthcare services (17%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and recapitalization (17%). In total, Phoenix Strategy Investments has invested in 6 US states.

The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity6
    • M&A Sell Activity2
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5

Phoenix Strategy Investments

Phoenix Strategy Investments LLC

Kings Grant Office Park, 21 King Charles Drive,
Portsmouth, Rhode Island 02871
United States
www.phoenixstrategy.com

Phoenix Strategy Investments LLC is an entrepreneurial investment company focused on small to medium-sized privately-held businesses valued below $20 million. Prospective transaction types include management buyouts and growth financings. Sectors of interest include business services, consumer services, distribution, engineering, financial services, franchising, manufacturing, and marketing. Phoenix Strategy was formed in 2002 and is based in Portsmouth, Rhode Island.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Distribution, Electronics, Engineering, Financial Services, Franchising, Healthcare Services, Internet Software and Services, Manufacturing, Marketing, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value 20 -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 5 - 1 - - - 6
Sell (0.0/yr) # 2 - - - - - 2
  8

Most Recent M&A

Company Date Value Type
Specialty Fitness & Entertainment Company 2021-01-01 - Buyout (LBO, MBO, MBI)
, United States
TruFit Athletic Clubs 2017-09-19 - Recapitalization
McAllen, Texas · www.trufitathleticclubs.com
ShapeUp, Inc. 2016-02-24 - Trade Sale
Providence, Rhode Island · www.shapeup.com
The Predictive Index LLC 2014-11-05 - Buyout (LBO, MBO, MBI)
Westwood, Massachusetts · www.predictiveindex.com
ExamSoft Worldwide, Inc. 2014-05-07 - Recapitalization
Boca Raton, Florida · www.examsoft.com
ExamSoft Worldwide, Inc. 2010-06-16 - Buyout (LBO, MBO, MBI)
Boca Raton, Florida · www.examsoft.com
ShapeUp, Inc. 2009-01-01 - Growth Capital
Providence, Rhode Island · www.shapeup.com
LEDCO, Inc. 2004-01-01 - Buyout (LBO, MBO, MBI)
Plymouth Twp, Michigan · www.ledco.net
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Services 2 (100%) - 2 (33%) -
Electronics - - 1 (17%) -
Healthcare Services - - 1 (17%) -
Internet Software and Services - - 1 (17%) -
Software - - 1 (17%) -
Total 2 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 6 (100%) -
  Texas 1 (50%) - 1 (17%) -
  Rhode Island - - 1 (17%) -
  Michigan - - 1 (17%) -
  Massachusetts - - 1 (17%) -
  Florida - - 1 (17%) -
Total 2 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (50%) - 4 (67%) -
Growth Capital - - 1 (17%) -
Recapitalization 1 (50%) - 1 (17%) -
Total 2 - 6 -

Exits by Deal Type

Type Total # Value
Recapitalization 1 (50%) -
Trade Sale 1 (50%) -
Total 2 -

M&A Connections

Deals
Exited to
Investor(s)
50%
1 (50%)
Strategic(s)
50%
1 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2002

Specialist/Generalist

Generalist

Leadership

Daniel Muzquiz

Founding Partner

Mike Zani

Founding Partner

FAQ

When was Phoenix Strategy Investments founded?

Phoenix Strategy Investments was founded in 2002.

What type of investor is Phoenix Strategy Investments?

Phoenix Strategy Investments is a private equity firm.

Where is Phoenix Strategy Investments headquartered?

Phoenix Strategy Investments is headquartered in Portsmouth, Rhode Island.

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