Phoenix Strategy Investments

Phoenix Strategy is an entrepreneurial investment company formed to acquire and operate a small to medium sized privately-held business. Their principals take day-to-day operating roles in every investment they make. As a result, they invest in fewer companies and have a longer term perspective at building businesses. Phoenix was built by people who know how to manage people and run businesses. Their goal is to provide an attractive liquidity option for business owners by working closely with them to structure a transaction that best meets their financial and personal objectives. Once acquired, They step in to manage the day-to-day operations of the company. This unique approach is ideal for those owners who would like to completely step away from management responsibilities or assume a lesser role within the company.

David Schnabel

Partner

Mike Zani

Founder / Managing Partner

1 past transactions

The Predictive Index

Acquisition in 2014
The Predictive Index specializes in workforce analytics software that assists organizations in aligning their talent strategies with their business objectives. By utilizing the PI Behavioral and Cognitive Assessments, along with comprehensive workshops and expert consulting, the company provides science-driven insights to help optimize individual and team performance. Its services enable clients to make informed hiring decisions, cultivate effective teams and workplace cultures, and achieve strategic goals through data-driven approaches.
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