About Phoenix IB
Phoenix IB is a Financial Services company based in Atlanta (United States) founded in 1985, and was acquired by J.S. Held in October 2023. Debt and MA advisory services are offered across multiple sectors. Its focus areas include Investment Industry, Investment Banks and IBs. Its legal entity is PM Securities, LLC.
Company details
Phoenix IB was established in 1985 in Atlanta, United States, as a firm specializing in debt and mergers acquisitions advisory. Operations focus on multiple sectors, with services including transaction structuring and financial advisory support. The team is led by senior managing directors such as Vincent J Colistra, Michael E Jacoby, and Joseph Nappi, alongside other directors handling key functions. Coverage extends primarily within the U.S. market.
- Headquarters Atlanta, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website phoenix-ib.com
- Social LinkedIn
- Acquired by J.S. Held (Oct 2023)
- Legal Name Pm Securities, Llc
Investors in Phoenix IB
Phoenix IB has secured backing from 1 investor. Prominent investors backing the company include J.S. Held.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of healthcare, insurance, government, and telecommunication consulting services | 1974 | jsheld.com | Jericho, United States |
Investor details for Phoenix IB
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Phoenix IB
6 people are tracked at Phoenix IB (6 in leadership).
| Name | Role | Group |
|---|---|---|
Vincent J Colistra | Senior Managing Director | Leadership |
Michael E Jacoby | Senior Managing Director | Leadership |
Joseph Nappi | Senior Managing Director | Leadership |
Michael Gaul | Senior Director | Leadership |
Mark Karbiner | Senior Director | Leadership |
Steven Warsaw | Managing Director | Leadership |
Complete people profiles for Phoenix IB
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Phoenix IB
2 dated milestones of Phoenix IB across 38 years, from founding to its latest funding, stage changes and deals.
- Founded Phoenix IB is founded.
- Exit Acquired by J.S. Held.
Web traffic of Phoenix IB
The website of Phoenix IB (phoenix-ib.com) receives about 1.6K visits a month.
- Monthly visits1.6K
▲ 22.9% vs previous month
Top companies in Investment Banks
3 companies that operate in the same segment as Phoenix IB (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Phoenix IB
Phoenix IB was founded in 1985.
Phoenix IB is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Phoenix IB was established in 1985 in Atlanta, United States, as a firm specializing in debt and mergers acquisitions advisory. Operations focus on multiple sectors, with services including transaction structuring and financial advisory support. The team is led by senior managing directors such as Vincent J Colistra, Michael E Jacoby, and Joseph Nappi, alongside other directors handling key functions. Coverage extends primarily within the U.S. market.
Phoenix IB has 1 investor. Key investors include J.S. Held.
Phoenix IB operates through Pm Securities, Llc.
Yes. Phoenix IB was acquired by J.S. Held in October 2023.