Investment Criteria Overview
Phoenix reviews each opportunity on its specific merits. We have, however, certain key criteria:

Size
Phoenix targets mid-market companies, typically those valued at up to £200 million.

Geographic Focus
We only invest in companies headquartered in the UK.

Investment Type
We invest in companies with attractive growth prospects and great management teams. We target management buy-outs and buy-ins and expansion capital opportunities.

sector experience
Phoenix has particular experience in six sectors. Please click here for further information.

Added Value
Phoenix makes a difference. We acquire significant stakes in businesses alongside management teams and work with those management teams to grow their business. We frequently provide additional equity to fund acquisitions. We offer strategic direction and make an active contribution through our Board representatives.





Run by entrepreneurs for entrepreneurs
print