Buyout PE
Phoenix Strategy Investments
Phoenix Strategy Investments acquires controlling stakes in established, profitable businesses, from United States. It states a focus on consumer & retail, software & internet and business & professional services.
Stated investment criteria
What Phoenix Strategy Investments says it buys
Read from Phoenix Strategy Investments’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Phoenix Strategy Investments to consider any particular business, and nothing on this page is represented as being for sale.
Portfolio
Disclosed holdings
Companies Phoenix Strategy Investments lists on its own website. 2 carry a stated investment year.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Predictive Index | 2014 | 12 | — |
| Tru Fit | 2018 | 8 | — |
| CHARGEGUARD (2008-2011) | — | — | — |
| ExamSoft (2009-2020) | — | — | — |
| HAVIS (2004-2011) | — | — | — |
| ShapeUp (2009-2014) | — | — | — |
Compiled from Phoenix Strategy Investments’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Consumer & Retail
What companies have actually sold for in consumer & retail, across 837 recorded transactions.
The full consumer & retail picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other buyout pe investors active in consumer & retail.