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PHOENIX Financial & Advisory Services, LLC was formed in July 1998 to serve, by forging relationships on behalf of small and mid-sized companies in the commercial technology and government contracting industries. In many instances, I find that small and mid-sized companies need senior level expertise, but are not in a financial position to employ such personnel on a full-time basis. PHOENIX can help with high quality financial and advisory services – top-notch solutions for your business issues.
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As a highly experienced operating executive involved in the start-up and development of a number of high-growth and profitable private and public companies and organizations, I have honed my expertise in extremely competitive markets, and developed the leadership expertise necessary to create the vision and commitment that produces true, increased shareholder value. PHOENIX provides unique, results-oriented solutions to the marketplace through wide-ranging experience across a broad number of business disciplines, including:
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Long-Term Profitable Growth: Experienced as a Senior Executive in the management of technology-based startups and high growth companies. Established a successful track record of building companies distinguished by increasing market exposure, sales growth, cash flow, profitability, and return on investment.
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Marketing/Support: Developed and implemented Marketing programs, including implementation of marketing/communications strategies. These Programs are results-oriented with the ultimate objective being increased, profitable sales and market leadership.
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Finance: Experienced in public and private capital placement, acquisition and leveraged buyout financing, and evaluating start-ups and growth firms. With an extensive operating background, I know how to identify the critical factors in business plans and opportunities.
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Merger/Acquisition/Divestiture: Directed over thirty-five successful transactions producing growth, market diversification, geographic presence, and enhanced technical skill base.
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M/A Due Diligence: Based on operating and industry knowledge, I have the experience to conduct in-depth due diligence evaluations. Recent responsibilities have included complete analysis of the transaction, its management, and determining future business potential.
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Corporate Value: Created and directed programs targeted at building stockholder value, including new business development activities, establishing strategic partnership arrangements and cost reduction programs to increase earnings.
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Operational Management: Day-to-day leadership and direction of multiple strategic business units including growth strategy, customer relations, and market penetration.
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Financial Management: Secured multi-million dollar debt and equity financings to support rapid revenue growth/diversification.
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Strategic Planning: Developed and executed strategic vision to grow and diversify technology companies, commercial services, and commercial product companies in both government and commercial markets.
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Industry Leadership: Frequent guest speaker/panelist/task force chairman on a variety of procurement, financing, strategy and merger/acquisition issues impacting the technology industry.
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In the past, the majority of my business has come from qualified referrals. PHOENIX has developed a strong track record of “raising service to new heights” for clients. As a result, PHOENIX is proud to have received business opportunities from some of the Mid-Atlantic region’s most prestigious accounting firms, law firms, investment banks, commercial banks, venture capitalists and other local service providers, and, of course, from our current and past clients. Please let us know how we can be of service to you.
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