Phoenix IB, a part of J.S. Held Employee Directory
Investment BankingNew York, United States2-10 Employees
Phoenix IB, a part of J.S. Held, is a boutique middle market investment bank based in New York City. It provides advisory services across mergers and acquisitions, capital markets, and restructurings, with a focus on traditional transactions as well as special situations, technology, and intellectual property. The firm serves a diverse client base across multiple industries, offering insights into valuations and deal structures to support stable outcomes and value maximization through the enterprise lifecycle. As part of the broader Phoenix platform, Phoenix IB benefits from an integrated suite of services that includes operational management, investor services, and turnaround capabilities, and it collaborates with J.S. Held to extend its geographic reach and industry expertise. The company operates from a New York address and is described as a small firm dedicated to delivering capital markets and advisory solutions in the middle market.