Value creation for the middle market technology companies.

Create value X, and capture Y% of it - we help you maximize both.

WHO ARE WE

We help founders like you

Phoenix Strategy Group (PSG) is an FP&A and management advisory and investment firm that helps growth-stage entrepreneurs turn their ideas into successful businesses. We primarily help founders and businesses create liquidity through our direct acquisition. For founders or businesses not looking for an immediate exit, we also offer a range of services, including bookkeeping, FP&A, and strategic business development, to help founders create solid foundations for their companies. This way, the founders and businesses are well-prepared when the exit opportunity arises.

Additionally, we provide access to our network of investors and industry experts to help founders secure the funding they need to grow and scale their businesses. Our team of experienced advisors works closely with each founder to understand their unique needs and goals, and we tailor our services to meet those needs and help founders achieve success.

In the past 12 months, we have helped many businesses raise over $200mm+ in funding through venture capital and private equity and created over $1b+ in company valuations. We've also increased revenue by average 20%+ monthly consistently with our methodologies.

As founders in many businesses ourselves, we advise our companies on how to prepare businesses for sale, find buyers and equity partners, raise venture financing, re-capitalize with debt and equity, and structure their businesses to reduce taxes on sales. We also help scale the company from single digit to $100mm+ in revenue for the founder, not looking for an immediate exit.

Our projects are designed to achieve concrete goals for your business based on careful analysis of your company's data. Contact us to find out how a Phoenix project could take your business to the next level.

Leadership

David Metzler

David Metzler

Partner - Capital Market

John Zdanowski

John Zdanowski

Partner - Finance & Engineering

Ethan Lu

Ethan Lu

Partner - Data Science & Growth

Jared Coleman

Jared Coleman

Partner - Legal

Ethan Lu

JD Meints

Partner - Behavioral Health

Jared Coleman

Yousef Borno

Partner - Solar & EV

Samantha Dobbs

Samantha Dobbs

Associate - Recruitment

Finance and Accounting

Jeff Abrams

Partner & Controller

Kendra Smith

Operation Manager

Chris Chard

FP&A Manager

Sophia Zdanowski

Accounting Associate

Phil Zdanowski

Accounting Associate

Carlota Dava

Analyst

Arthur Delmo

Analyst

Jennifer Rothberg

Analyst

Jonalyn Elfante

Analyst

Data and Engineering

Jad Abdelhak

Data Engineer

Joseph Cruz

Data Engineer

Brain Dazo

Data Engineer

Founder-focused solutions help us deliver insight and impact quicker than ever.

Our solutions leverage advanced technology, proprietary data, and deep expertise to help companies in new and exciting ways

What our founders are saying.

PSG and David helped us strategically re-think our 10+ vear-old business to future proof it. He added a business intelligence platform that allowed us to manage the company from an integrated modeling perspective. While here, he also helped motivate and re-engergize our teams with his positive and inspiring management style and exceptional communication and interpersonal skills. Would highly recommend him.
Raj Abhyanker Trademarkia
Raj Abhyanker
Founder, Trademarkia
PSG, John and Ethan were absolutely crucial in helping me and team, and empower us to build a great strategy.I am grateful for all of the work you guys continue to do for our companies.
David Jaeger PSG
David Jaeger
Founder, Zeeva Behavioral Health
David/PSG helped us get ready for our institutional founding round and played a pivotal role in getting NuLife our first $3M Term Sheet offer from a VC firm. David’s majestic good looks made it a pleasure to get out of bed each day in hopes of another zoom call together. Without his rugged handsomeness and nurturing way not sure we would have made it.
Jd Meints PSG
Jd Meints
Founder, NuLife

We start with a free gift.

Step 1
Fill out the form
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Step 2
Introductory session
Get to know each other, your business and make sure we're a good fit.
Step 3
Review & onboarding
Go through what success looks like with us and get you all set up. Access to our team 24/7.
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How can we help?

Need help or assistance? Our team is standing by to make sure you get the help you need. Whether you need to grow or exit your business, we're ready to help!