Phoenix Strategy Investments

Phoenix Strategy Investments is a private equity firm based in Dallas, Texas, founded in 2002. The firm specializes in acquiring and operating small to medium-sized privately-held businesses, with a focus on sectors such as engineering, value-added distribution, consumer services, business services, health and wellness, financial services, marketing services, and franchising. Unlike many investors, the principals of Phoenix take active roles in the day-to-day management of the companies they acquire, allowing for a hands-on approach that fosters long-term growth. This strategy is particularly appealing to business owners looking to exit management responsibilities while still achieving their financial and personal goals through tailored transaction structures. By investing in fewer companies and maintaining a long-term perspective, Phoenix aims to build sustainable businesses and provide attractive liquidity options for owners.