# Phoenix Strategy Investments

Phoenix Strategy Investments is a Private Equity based in Dallas, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** www.phoenixstrategy.com
- **LinkedIn:** https://www.linkedin.com/company/phoenix-strategy-investments

## Regulatory record

- **Reports private funds:** No

## About

Phoenix Strategy is an entrepreneurial investment company formed to acquire and help grow small to medium-sized, privately-held businesses. They are value-add investors who exclusively focus on situations where they can truly add value, ranging from having principals lead day-to-day operations to supporting existing management with engaged board members. They invest in fewer companies and offer greater commitment, bringing hands-on business-building and transactional experience.

## People

- David Schnabel — Partner
- Daniel Muzquiz — Founding Partner
- Mike Zani — Founding Partner
- David Millet — Private Equity Advisor
- J. Puckett — Advisor
- Michael O'Connell — Advisor
- Howard Stevenson — Advisor

## Questions

### What transaction types does Phoenix Strategy Investments specialize in?

The firm focuses on corporate divestitures, where a parent company sells a non-core subsidiary; management buyouts, where existing leadership acquires the business; and founder-succession transactions, where an owner-operator exits without a clear internal successor. Its specialty is carve-outs—acquiring divisions that lack dedicated resources inside a larger corporate entity and building them into independent companies with stand-alone infrastructure.

### How does Phoenix structure its capital for acquisitions?

Phoenix operates on a deal-by-deal capital deployment model rather than raising a blind-pool fund. For each acquisition, the firm assembles a syndicate of co-investors or limited partners specific to that transaction. This independent-sponsor-like structure can offer investors alignment advantages and fee structures that differ from commingled institutional funds.

### Where does Phoenix Strategy Investments deploy capital geographically?

The firm is headquartered in Dallas and invests predominantly in North America. Many lower-middle-market carve-out sponsors concentrate on regional opportunities within a few hours of their home office, given the hands-on operational role the firm plays post-acquisition.

## Related profiles

- [Phoenix Sports Partners](https://altss.com/profile/phoenix-sports-partners)
- [Phoenix Tree Capital Partners](https://altss.com/profile/phoenix-tree-capital-partners)

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Last updated: 2026-08-11T15:07:49.000Z

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