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. operates a mobile application called CheersApp, designed to enhance customer relationship management for the food service and hospitality sectors. Incorporated in 2015 and based in Cork, Ireland, with an office in Kitzbühel, Austria, the platform includes components for managing customer, employee, and vendor interactions. Unlike traditional loyalty programs that focus on discounts, CheersApp emphasizes the importance of human relationships in customer retention. It provides tools for clients to analyze guest habits, preferences, and spending patterns, allowing for a deeper understanding of their best customers. The platform incorporates elements such as branded gamification and micro event planning to enhance engagement and drive real-world transactions. CheersApp also features intelligent promotion tools that utilize live data to boost conversion rates, along with functionalities like social gifting and chat to foster communication. Additionally, its unique loyalty programs allow for customization and reward not only guests but also waiting staff, promoting a vested interest in guest satisfaction.

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, specializing in risk management information systems for workers’ compensation, risk management, and insurance professionals. The company offers a comprehensive software solution called NavRisk, which integrates claims, policy administration, and reporting functions to enhance operational efficiency, reduce costs, and improve productivity and customer satisfaction. Additionally, DAVID provides cloud-based software for hospital and medical professional liability management, along with consulting, data conversion, and support services. With over 27 years of experience, DAVID Corporation serves a diverse range of markets, including self-insured entities, risk pools, third-party administrators, captives, and property and casualty insurance carriers. Founded in 1984, it operates as a subsidiary of Ventiv Technology Inc.

ProfitKey International

Acquisition in 2011
ProfitKey International, Inc. specializes in developing manufacturing enterprise resource planning (ERP) software tailored for small and mid-sized companies. Founded in 1979 and headquartered in Salem, New Hampshire, the company aims to enhance operational efficiency across various sectors through its comprehensive ERP solutions. These solutions include modules for manufacturing execution, inventory management, labor reporting, cost tracking, and customer management. In addition to software, ProfitKey provides a range of services, such as hardware selection, network management, and training for users, enabling organizations to optimize their production processes and improve overall performance. The company serves diverse industries, including aerospace, automotive, and medical devices, both domestically and internationally. With a commitment to helping manufacturers streamline operations and enhance customer service, ProfitKey International continues to be a valuable partner in the manufacturing sector.
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