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Phoenix Strategy

Private Equity Fund

Portsmouth, Rhode Island HQ

Member since
2012
Deals they've closed
9
About
Phoenix Strategy Investments is an entrepreneurial investment company dedicated to acquiring and nurturing the growth of small to medium-sized, privately-held businesses. With a strategic focus on entrepreneurial ventures, the firm operates as a private equity entity, leveraging its expertise to fos…
Team (1)
Recent Transactions (9)
Phoenix Strategy
Educational Services
acquired

ExamSoft

December 2025

Phoenix Strategy Investments
Data processing services, Information Technology (IT) infrastructure services (outsourced), IT Services, Professional, Scientific, and Technical Services, Technology Consulting Services, Temporary Help Services
acquired

PI Worldwide

November 2014

Phoenix Strategy
Business Support Services
acquired

Predictive Index

December 2013

Phoenix Strategy Investments
Data processing services, Enterprise Software and Online Services, Information Technology (IT) infrastructure services (outsourced), IT Services, Software and Online Services, Technology Consulting Services, Temporary Help Services
acquired

Exam Soft

November 2009

Phoenix Strategy Investments
Administration of Human Resource Programs, Direct Life, Health, and Medical Insurance Carriers, Employment Services, Health Care Services, Healthcare Software (Consumer), Healthcare Software (Enterprise), Human Resources Consulting Services
invested in

ShapeUp, Inc.

November 2009

Phoenix Strategy Investments
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automobile antennas manufacturing, Automobile hardware, metal, m
acquired

ChargeGuard

March 2008

Phoenix Strategy Investments
Book Stores and News Dealers, Cosmetics & Toiletries Manufacturing, General Merchandise Stores, Health and Personal Care Stores, Hobby, Toy, and Game Stores, Jewelry, Luggage, and Leather Goods Stores, Medical Equipment and Supplies Manufacturing, Medical glassware made from purchased glass, Medical glassware made in glass making plants, Miscellaneous Store Retailers, Office Supplies, Stationery, and Gift Stores, Other Direct Selling Establishments, Sanitary Paper Product Manufacturing, Soap, Cleaning Compound, and Toilet Preparation Manufacturing, Sporting Goods, Hobby, Musical Instrument, and Book Stores
invested in

Pure Paws

March 2008

Phoenix Strategy Investments
Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw
acquired

LEDCO (Law Enforcement Development Company)

November 2004

Phoenix Strategy
Electronic and Communications Manufacturing
acquired

Havis

December 2003

Sectors Phoenix Strategy serves:
Consumer Goods
Manufacturing
Industrials
Retail
Business Services
Materials
Distribution
Consumer Services
Energy & Utilities
Technology
Health Care
Media
Financial Services
Real Estate
Life Sciences
Telecommunications

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Member since
2012
Deals they've closed
9
Team (1)
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