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.

David Schnabel

Partner

1 past transactions

The Predictive Index

Acquisition in 2014
The Predictive Index is a company that specializes in workforce analytics software designed to address workplace challenges and enhance organizational performance. By leveraging its talent optimization framework, the company offers behavioral and cognitive assessments, comprehensive workshops, and expert consulting services. The Predictive Index provides clients with science-driven insights and data that empower them to make informed hiring decisions, cultivate effective teams, and foster positive workplace cultures. Through its innovative approach, the company aims to align talent strategies with broader business objectives, ultimately helping organizations achieve their strategic goals.
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