Insights

Specialized Market Focus Phoenix IB operates within the niche of middle-market investment banking, offering tailored services in M&A, capital markets, and intellectual property advisory, positioning it as a strategic partner for clients seeking bespoke financial solutions.

Technology Integration The company utilizes a modern tech stack including cloud services, SEO tools, and CDN platforms, indicating an openness to leveraging innovative technology for enhancing client engagement and operational efficiency.

Growth through Partnership Being part of the Phoenix platform and integrated with J.S. Held allows Phoenix IB to access a broad global footprint and diverse expertise, presenting opportunities to expand service offerings and access new client segments.

Focused Service Offerings Phoenix IB's concentration on intellectual property and restructuring advisory services highlights potential cross-selling opportunities with clients involved in technology sectors or those requiring turnaround solutions.

Targeted Client Base With revenues estimated between 1 million and 10 million and a small team, Phoenix IB offers a high-touch, personalized service model, ideal for developing relationships with middle-market firms seeking specialized financial advisory.

Similar companies to Phoenix IB, a part of J.S. Held

Phoenix IB, a part of J.S. Held Tech Stack

Phoenix IB, a part of J.S. Held uses 8 technology products and services including Cloudflare CDN, Open Graph, Shopify, and more. Explore Phoenix IB, a part of J.S. Held's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Shopify
    E-commerce
  • Google Cloud
    Infrastructure As A Service
  • jQuery Migrate
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • reCAPTCHA
    Security
  • Adobe Fonts
    Web Fonts

Media & News

Phoenix IB, a part of J.S. Held's Email Address Formats

Phoenix IB, a part of J.S. Held uses at least 2 format(s):
Phoenix IB, a part of J.S. Held Email FormatsExamplePercentage
LFirst@phoenixcapitalresources.comDJohn@phoenixcapitalresources.com
50%
FLast@phoenixcapitalresources.comJDoe@phoenixcapitalresources.com
50%
FLast@phoenix-ib.comJDoe@phoenix-ib.com
100%

Frequently Asked Questions

Where is Phoenix IB, a part of J.S. Held's headquarters located?

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Phoenix IB, a part of J.S. Held's main headquarters is located at 535 Fifth Avenue Suite 1006 New York, New York 10017 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Phoenix IB, a part of J.S. Held's phone number?

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You can contact Phoenix IB, a part of J.S. Held's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Phoenix IB, a part of J.S. Held's official website and social media links?

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Phoenix IB, a part of J.S. Held's official website is phoenix-ib.com and has social profiles on LinkedIn.

What is Phoenix IB, a part of J.S. Held's NAICS code?

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Phoenix IB, a part of J.S. Held's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Phoenix IB, a part of J.S. Held have currently?

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As of March 2026, Phoenix IB, a part of J.S. Held has approximately 4 employees across 2 continents, including North AmericaAfrica. Key team members include Managing Director: S. W.Senior Managing Director: J. N.Managing Director: M. K.. Explore Phoenix IB, a part of J.S. Held's employee directory with LeadIQ.

What industry does Phoenix IB, a part of J.S. Held belong to?

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Phoenix IB, a part of J.S. Held operates in the Investment Banking industry.

What technology does Phoenix IB, a part of J.S. Held use?

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Phoenix IB, a part of J.S. Held's tech stack includes Cloudflare CDNOpen GraphShopifyGoogle CloudjQuery MigrateYoast SEOreCAPTCHAAdobe Fonts.

What is Phoenix IB, a part of J.S. Held's email format?

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Phoenix IB, a part of J.S. Held's email format typically follows the pattern of LFirst@phoenixcapitalresources.com. Find more Phoenix IB, a part of J.S. Held email formats with LeadIQ.

When was Phoenix IB, a part of J.S. Held founded?

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Phoenix IB, a part of J.S. Held was founded in 1985.

Phoenix IB, a part of J.S. Held

Investment BankingNew York, United States2-10 Employees

Phoenix IB® is a boutique middle market investment bank delivering expertise in traditional, special situations, technology, and intellectual property investment banking engagements.  We provide M&A, capital markets, and advisory services across a broad range of industries, circumstances, and transaction types.  Our unique perspectives provide valuable insight as to likely valuations, structures, and outcomes for each client transaction.

Phoenix IB® is part of the Phoenix platform that for nearly 40 years has been effectively assessing complex situations to lead our clients down a path towards stability and value maximization.  From businesses in transition to businesses in transaction, we can provide a full range of value-focused services spanning the entire enterprise lifecycle.  The four core segments of the Phoenix platform are Investment Banking, Operational Management, Investor Services, Turnaround & Restructuring.

Through the partnership of Phoenix and J.S. Held, our collective suite of services will now support a diverse client base that further delivers solutions that address matters of all complexities.  Leveraging decades of experience across a wide range of sectors, our team provides clients with industry leading expertise to guide their decision-making process.  Together with J.S. Held, our platform is strengthened by the benefit of a significant global footprint and expended capabilities with over 8,000+ clients served, 1,800 experts globally and 100+ global industries & sectors served.

Phoenix IB® Services:
• Capital Markets Advisory
• Intellectual Property Debt & Equity Services 
• Intellectual Property Transaction Advisory 
• Mergers & Acquisitions 
• Restructuring Advisory

Section iconCompany Overview

Headquarters
535 Fifth Avenue Suite 1006 New York, New York 10017 United States
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
1985
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Phoenix IB, a part of J.S. Held's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Phoenix IB, a part of J.S. Held's revenue is estimated to be in the range of $1M$10M

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