PHASE ONE CAPITAL
A full-service middle market investment bank built on four fundamental principles: relationships, service, focus and execution.
Phase One Capital is a full-service investment bank built on four fundamental principles: relationships, service, focus and execution. Built on the founder’s sixteen years of investment banking and private equity experience, our goal is to become the preeminent investment bank for middle market private equity, secondary and real estate opportunities.
BUSINESS
- Private placements for middle market private equity and real estate opportunities
- Advisory services for middle market companies exploring mergers, acquisitions, joint ventures and ESOPs as well as limited partners seeking liquidity from secondary transactions
- Merchant banking services to select middle market companies in select industries
- Dedicated focus on blockchain technology related businesses
- We seek to be a long-term partner with our clients beyond the immediate transaction
PRINCIPLES
- Relationships – Value-added in nature and the source of investor access for our clients
- Service – A strong client service orientation
- Focus – Senior executive attention to all of our clients
- Execution – Strong relationships, experience and focus facilitate efficient execution
FOUNDER
Over 16 years of investment banking and alternative asset experience advising clients and making direct, secondary and fund investments as well as institutional focused capital raising for alternative strategies.
NETWORK
New York based office with a national and international network of investor relationships.