Phoenix Strategy Investments Mergers and Acquisitions Summary

Private Equity Profile

Phoenix Strategy Investments’ most common sectors for investment are electronics (25%) and healthcare services (25%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (75%) and growth capital (25%). In total, Phoenix Strategy Investments has invested in 4 US states.

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

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity4
    • M&A Sell Activity2
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Phoenix Strategy Investments

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 4 - - - - - 4
Sell (0.2/yr) # 1 1 - - - - 2
  6

Most Recent M&A

Company Date Value Type
ShapeUp, Inc. 2016-02-24 - Add-on Acquisition
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 >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
The Predictive Index LLC 2014-11-05 Predictive Synergistic Systems 2018-07-03 3
Westwood, Massachusetts · www.predictiveindex.com Cranberry Twp, Pennsylvania · www.predictivesynergisticsystems.com
The Predictive Index LLC 2014-11-05 P.I. Associates 2017-08-17 2
Westwood, Massachusetts · www.predictiveindex.com Boynton Beach, Florida
The Predictive Index LLC 2014-11-05 Waterhouse Group, Inc. (aka Predictive Results) 2017-02-23 1
Westwood, Massachusetts · www.predictiveindex.com Jacksonville, Florida

M&A by Sector

Sector Current # Value All-time # Value
Electronics - - 1 (25%) -
Healthcare Services - - 1 (25%) -
Internet Software and Services 1 (100%) - 1 (25%) -
Software - - 1 (25%) -
Total 1 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 4 (100%) -
  Massachusetts 1 (100%) - 1 (25%) -
  Rhode Island - - 1 (25%) -
  Michigan - - 1 (25%) -
  Florida - - 1 (25%) -
Total 1 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (100%) - 3 (75%) -
Growth Capital - - 1 (25%) -
Total 1 - 4 -

Exits by Deal Type

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

M&A Connections

Deals %
Exited to
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%

Investor Summary

Size

Small

Established

2002

Specialist/Generalist

Generalist

Leadership

Daniel Muzquiz

Founding Partner

Mike Zani

Founding Partner

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