Our Team

Underwriting Team
Corporate Finance Team
Capital Markets Team

Underwriting Team

Our Underwriting Team is the heart of our company and is comprised of experienced accountants, financial and technical analysts, and risk management professionals.

Our strength is our ability to ‘financially position’ clients to maximize their funding options. We understand financing obstacles and challenges and apply financing solutions and risk management techniques to successfully fund complex transactions.

Our Underwriting Team will review new financing requests and provide Financing Assessments without cost or obligation. For Clients who engage Phoenix Corporate Finance to start the funding process, our Underwriting Team provides the following services;

✓ Review and validation of working capital financial models
✓ Research and creation of Industry Comparison Charts
✓ Compilation of Due Diligence Reports
✓ Creation of Technical Research & Assessment Reviews
✓ Corporate Valuations

The Underwriting Team also manages internal ‘special purpose’ capital pools, including Phoenix Asset Finance Inc. which provides asset based bridge and term loans to our clients. These services include the origination, administration and collection of portfolio loans.