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 manufacturer and retailer of toy and hobby products, primarily specializing in model trains and model railways. The company's extensive product range includes train sets, locomotives, wagons, coaches, and various accessories such as tracks, power and control systems, and scenic elements. Hornby markets its offerings under several well-known brands, including Hornby, Skale Autos, SkaleScenics, Skaledale, Arnold, Jouef, Lima, Rivarossi, and Electrotren. With a distribution network that spans hobby specialists, retailers, and its own website, Hornby serves customers in the United Kingdom, the United States, Spain, Italy, and other parts of Europe. Established in 1907, the company is headquartered in Margate, United Kingdom.

Chimes Broadcasting

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. is a technology company based in Cork, Ireland, with an additional office in Kitzbühel, Austria, founded in 2015. It specializes in developing a comprehensive mobile application, CheersApp, aimed at the food service and hospitality sectors. Unlike traditional loyalty programs that focus primarily on discounts, CheersApp emphasizes the importance of human relationships in customer engagement. The platform integrates customer, employee, and vendor components, allowing businesses to analyze guest behaviors, preferences, and spending patterns. It enhances client experiences through branded gamification and micro-event planning while providing promotional tools that leverage live data for better conversion rates. Additionally, it fosters community-driven marketing under the motto "Friends bring Friends," enabling satisfied customers to promote their experiences to their social circles. Cheers.House's unique approach also includes customizable loyalty programs that reward both customers and employees, ensuring a holistic relationship management strategy that drives sustainable growth in the hospitality industry.

4Sight Development

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

DAVID Corporation

Acquisition in 2011
DAVID Corporation is a software company based in San Francisco, California, that specializes in providing risk management information systems tailored for workers’ compensation, risk management, and insurance professionals. Established in 1984, the company offers NavRisk, a comprehensive software solution that integrates claims, policy, and reporting functionalities to enhance operational efficiency, reduce costs, and improve productivity and customer satisfaction. In addition to its primary software offerings, DAVID Corporation provides consulting, data conversion, and support services to various sectors, including self-insured entities, risk pools, third-party administrators, captives, and property and casualty insurance carriers. With over 27 years of experience in the industry, the company focuses on addressing the complex challenges faced by its clients in the evolving risk management landscape.

ProfitKey International

Acquisition in 2011
ProfitKey International, Inc. is a provider of manufacturing enterprise resource planning (ERP) software tailored for small and mid-sized companies. Established in 1979 and based in Salem, New Hampshire, the company focuses on enhancing efficiency in various operational areas such as shop floor scheduling, inventory management, labor reporting, and cost tracking. ProfitKey's ERP suite encompasses modules for manufacturing execution, materials planning, customer management, quality management, and accounting, among others. In addition to software solutions, the company offers comprehensive IT services, including network design, installation, and technical support, as well as professional services like implementation planning, user education, and system testing. ProfitKey serves diverse industries, including aerospace, automotive, and medical devices, both in the United States and internationally, aiming to help organizations improve performance, control expenses, and streamline operations.
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