Unlock Your Business Value with Us!

We're here to guide you through the big step of selling your business. We'll help you make the right strategic moves, negotiate the best deal, and wrap things up smoothly. We're all about maximizing your return and making transitions easy.

Trusted by 100+ companies like

How We Make Selling (or Buying) a Breeze

Get the Best for Your Business
We know your business is your baby. We're here to make sure it gets the best value in the market.

Keep Calm, We've Got This
Selling your business can feel overwhelming, but we've got your back. We handle the nitty-gritty, so you can focus on what you do best: running your business.

Your Secret's Safe with Us
We keep all your business and personal info under wraps during the process. You can trust us with your privacy.

Meet Your Match
We've got a big network of potential buyers for when you're ready to sell. And if you're looking to buy, we can find the perfect addition to your business family.

Grow Your Way
For those who want to grow through buying other businesses, we're here to help you find and assess the best opportunities.

Phoenix Strategy Group Investment Banking

How we engineer your business.

Phoenix Strategy Group Flywheel

Full strategic M&A support tailored to your needs.

Business Valuation

Strategic Advisory

In-house acquisition

Large network of buyers

Transition Management

Deal Negotiation

Due Diligence Support

Post-Merger Integration

How We Get Things Done

Getting the Numbers Right
We take a deep dive into your business to figure out its true value, considering everything from financial performance to where it stands in the market.

Finding the Right Buyer
We don’t just find any buyer, we find the right buyer. Someone who values your business as much as you do.

Making the Best Deal
We're experts in deal-making. We’ll negotiate the best terms for you, protecting what matters most.

Checking All the Boxes
We make sure everything's above board and set for a smooth deal with our thorough due diligence process.

After the Party
Selling your business isn't the end of the journey. We'll be there to support you after the sale too, whether it's transition management or consulting.

Our track record.

80+

portfolio companies

$200m+

raised over the last 12 months

100+

M&As transacted

5+

IPOs

Meet our M&A advisor, John Zdanowski, an entrepreneurial business engineer and investor with repeated success helping founders succeed since 1997.

John has played the role of co-founder, founding investor, board member and full or fractional CFO to venture financed companies like Assembled Brands (raised $100m), General Assembly (acquired for $413m), Second Life (grew revenue 8x to profitability), Market Leader (IPO then acquired for $355m), Affinity Internet (raised $73m), Robin Healthcare (closed $50m Series B), RentJuice (acquired for $50m), Commissions Inc (acquired for $45m, re-invited to the Board, and sold again for $220m 16 months later), Amino (raised $25m Series C), Extrabux (acquired by eBates), Topia (raised $5m Series Seed led by 776), and many many more.

Why growing businesses rely on our Services

Driving Your Growth
We're all about helping you build a bigger, better business. We create financial strategies that boost your cash flow and enhance profitability. We'll help you make the most of your resources and get you on the fast track to success​.

Navigating the Financial Maze
Managing finances can be tricky, especially when your business is growing fast. We help you keep a tight rein on your finances with precise projections and careful budget planning. No more worrying about numbers – we've got it covered​​.

Preventing Slip-ups
A small mistake can have big repercussions when you're dealing with business finances. We help you set up a robust financial framework and maintain good practices to prevent costly errors. This not only facilitates growth but also makes your business more attractive to investors​.

Supporting the Big Moves
Whether you're planning to sell your business or acquire a new one, we're here to support you. From valuation to negotiation to closing the deal, we'll be there every step of the way to ensure a smooth and successful M&A process.

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 work with all the data you have.

Getting started with us is easy

Talk to our M&A expert

Kick off your M&A journey with a chat with our expert. They'll get to know you, your business, and your goals. This conversation helps us understand where you're coming from and where you want to go, so we can tailor our services to your unique needs.

Free strategy session with our team

Next, we'll hold a strategy session with our team. This is a chance for you to learn more about what we can do for you and for us to develop a strategic M&A plan that aligns with your objectives. We'll discuss potential opportunities, challenges, and the best steps forward - and it won't cost you a dime.

Post-engagement: Integrate your transactions and data in real time

After you've decided to work with us, we'll get to work on integrating your data. We'll sync up with your existing financial systems, ensuring we have real-time access to your transaction data. This allows us to quickly analyze your financials and make informed recommendations.

Sit back and relax

Now, the hard part's over. With the plan in place and data at our fingertips, our team will get to work on executing the M&A strategy. You can sit back and relax, knowing your business is in capable hands. We'll keep you informed every step of the way, but we'll handle the heavy lifting so you can focus on running your business.

Ready to Take the Leap?

Let's unlock the value of your business together! With our experienced M&A team by your side, you can confidently navigate your business sale or acquisition and secure the best possible return.

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