Phoenix Asset Management

Phoenix Asset Management is a private equity firm established in 2014 and based in San Francisco, California. The firm specializes in acquiring and making control investments in middle-market companies, particularly in the enterprise software and business process outsourcing sectors. Its primary focus is on firms that operate within the financial technology, insurance technology, logistics, and enterprise resource planning markets. Phoenix Asset Management aims to enhance value in its investments by leveraging its industry knowledge and relationships with key market participants. The firm also employs expertise in financial restructuring, operational turnarounds, and tax optimization to support the growth and performance of its portfolio companies.

Mark Dorn

Venture Partner

Steven Isaac

Venture Partner

Jonathan Shane

Partner

Christopher Wall

Partner

6 past transactions

Hornby

Post in 2020
Hornby PLC is a company based in Margate, United Kingdom, specializing in the development, production, and supply of toy and hobby products, particularly model trains and railways. Founded in 1907, Hornby offers a diverse range of products, including train sets, locomotives, wagons, and various accessories for both railroading enthusiasts and collectors. The company markets its products under several well-known brands, such as Hornby, Skale Autos, and Rivarossi, and distributes them through a network of hobby specialists and retailers, alongside its own online platform. Hornby operates in multiple regions, including the United Kingdom, the United States, Spain, Italy, and other parts of Europe, catering to a broad audience of hobbyists and model railway fans.

Chimes Broadcasting, Inc.

Seed Round in 2016
Chimes Broadcasting is a broadcasting network that streams holographic shows and concerts such that the holograms look indecipherable from the live person. Chimes also has a sophisticated digital marketing division that consolidates search results related to music. It is producing the world’s first television broadcasting system able to transmit holographic programming. to entertainment venues such as hotels and high end night clubs that are specially configured to receive holographic broadcasts. The brand mark of Chimes holograms is that the performers look like real people who are actually present in the room receiving the transmissions. Its broadcasts can be live or prerecorded. Chimes is also creating specialized television studios to broadcast and record holographic television programs. Also, over the next 5-10 years Chimes intends to broadcast to the forthcoming high end television sets that will be enabled to receive holographic programs in residential homes. The company is based in New York, London and Los Angeles. Its team has been developing what will become the world’s most comprehensive database of music. It contains titles, discographies, composers, albums, recording artists, performing artists, biographies production credits, databases, 25 million titles, 300 genres, publisher databases, annotations, and more. The company is based in New York, London and Los Angeles.

Cheers.House

Seed Round in 2014
Cheers.House D.A.C., established in 2015 and headquartered in Cork, Ireland, develops the CheersApp, a comprehensive relationship management platform for the food service and hospitality sectors. The platform integrates components for managing customer, employee, and vendor relationships, differentiating itself from traditional loyalty programs that primarily focus on discounting. CheersApp aims to foster deeper connections between businesses and their customers by analyzing guest habits, preferences, and spending behaviors to identify valuable patrons and effective promotions. It enhances client engagement through branded gamification and micro event planning, encouraging participation and driving transactions. Additionally, the platform employs live data to streamline promotional efforts and facilitate communication through features like social gifting and chat. Cheers.House emphasizes the importance of human relationships in customer loyalty, advocating that sustainable acquisition is best achieved through existing patrons who can refer their friends.

4Sight Development, LLC

Acquisition in 2013
4Sight is a development stage Transportation Management System.

DAVID

Acquisition in 2011
DAVID Corporation is a software company based in San Francisco, California, specializing in risk management information systems for the workers’ compensation, risk management, and insurance sectors. Founded in 1984, the company offers a comprehensive suite of solutions, including NavRisk, which integrates claims, policy management, and reporting to improve operational efficiency, reduce costs, and enhance satisfaction for agents and customers. In addition to its software offerings, DAVID provides consulting, data conversion, and support services tailored to various markets such as self-insured entities, risk pools, third-party administrators, captives, and property and casualty insurance carriers. With over 27 years of experience, DAVID Corporation aims to address the complex challenges within risk management and insurance, partnering with clients to streamline processes from underwriting to claims settlement. As of December 2018, it operates as a subsidiary of Ventiv Technology Inc.

ProfitKey International

Acquisition in 2011
ProfitKey International, Inc. specializes in developing enterprise resource planning (ERP) software tailored for small and mid-sized manufacturers. The company's software solutions enhance efficiency across various operational areas, including shop floor scheduling, inventory management, cost tracking, and labor reporting. ProfitKey offers a comprehensive range of ERP products that address advanced planning and scheduling, materials management, manufacturing execution, customer management, and quality assurance. In addition to software solutions, the company provides information technology services, including hardware selection, network design, and support agreements. ProfitKey also offers professional services such as implementation planning, user training, and system testing, ensuring clients receive tailored support for their unique needs. The company serves diverse industries, including aerospace and defense, automotive, medical devices, and fabricated metals, both in the United States and internationally. Founded in 1979 and based in Salem, New Hampshire, ProfitKey operates additional offices across the country and functions as a subsidiary of HALO Technology Holdings, Inc.
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