Select Transactions — Representative Deal Experience

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Representative Engagements

Representative deal experience

Blue Phoenix Ventures advises owners and management teams of lower-middle-market companies on sell-side M&A, buy-side and distressed acquisitions, capital raises and real estate development. The engagements below were led or co-advised by Jeff Dillman, Managing Director. Securities-related services are offered through GT Securities, Inc., member FINRA/SIPC.

View the engagements

Representative engagements

Transactions and mandates

This page lists engagements regardless of outcome, including processes that produced offers or signed letters of intent but did not close. Select a plaque for the engagement detail.

Deal outcomes depend on market conditions, buyer behavior and owner decisions outside an advisor’s control. Past engagements are not indicative of future results.

Section one

Transactions and capital mandates

Sell-side and buy-side M&A, capital raises, restructurings and development mandates. Parties are named where the transaction is a matter of public record or the client has consented. Other engagements are presented without identifying the client or counterparty, because the engagement is active, ownership did not consent to disclosure, or the process did not close. Sectors and structures are described accurately; figures are approximate.

Section two

Advisory and technical engagements

Valuation and expert work, strategy, and marketing and systems builds, presented on the same anonymized basis. None involved the offer or sale of a security.

The engagements above are representative advisory mandates led or co-advised by Jeff Dillman of Blue Phoenix Ventures. They are not a complete list of all engagements and are presented for informational purposes only. Past results are not indicative of future performance, and no representation is made that any future engagement will achieve comparable results.

Engagements not identified by name are presented on an anonymized basis. Client and counterparty identities are withheld; sector, structure, role and status are described accurately and any figures are approximate. Details of named transactions are drawn from public sources or published with client consent.

Nothing on this page is an offer to buy or sell, or a solicitation of an offer to buy or sell, any security, or a recommendation regarding any transaction. Securities-related services are offered through GT Securities, Inc., a registered broker-dealer and member FINRA/SIPC. Each engagement detail notes the firm through which it was conducted; certain earlier transactions were completed through Ascendiant Capital Markets, LLC, a separate registered broker-dealer and member FINRA/SIPC. Blue Phoenix Ventures is not a registered broker-dealer. Engagements marked non-securities did not involve the offer or sale of a security.

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