What Phoenix Management Consulting does

Phoenix Management Consulting (PMC) is a private, boutique management consulting firm founded in 2006 and headquartered in Bellevue, Washington. The firm operates across three core practice areas: Growth & Turnaround consulting, Mergers & Acquisitions advisory (both sell-side and buy-side), and Board & CEO Support services. PMC serves clients ranging from startups to Fortune 500 companies, with primary segments being business owners and entrepreneurs, corporate CEOs and leaders, and family offices and investment funds, spanning 16+ industries. The firm differentiates through a practitioner-led model anchored by founder Jason Kania, whose personal track record includes founding and selling two companies and overseeing 75+ M&A transactions representing $20+ billion in value delivered.

The firm's service delivery model centers on 90-day sprint engagements designed to produce rapid, measurable improvements in revenue, cash flow, and operational performance. Service scope spans functional areas including corporate finance, operational excellence, sales transformation, IT strategy, branding, supply chain, and AI & Business Intelligence on the growth side; and comparable valuations, due diligence, CIM preparation, deal structuring, and debt and equity financing on the M&A side. The underlying technology stack is not disclosed and the firm does not operate a software product platform—its core deliverable is expert advisory and execution support.

PMC's business model is professional services with an outcome-based performance pricing structure: clients pay an upfront retainer that is credited toward success-based fees, which are only earned upon achievement of defined client goals. The go-to-market motion is sales-led and relationship-driven, leveraging founder Jason Kania's personal network, board positions, client testimonials (including executives from Rivian, Newmont, Microsoft, and others), and content marketing through a company blog. Distribution occurs via direct advisory engagements and warm network referrals, with no disclosed institutional investment, PE backing, or parent company. The firm also maintains referral partnerships with executive recruitment and fractional CFO providers to extend its service coverage.

Name

Phoenix Management Consulting

Legal name

Phoenix Management Consulting, Inc.

Website

https://phoenixmanagement.consulting

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

51–100 employees

Short description

Phoenix Management Consulting is a Bellevue-based boutique management consulting firm founded in 2006 that provides 90-day growth and turnaround sprints, M&A advisory, and board/CEO support to business owners, corporate leaders, and family offices across 16+ industries.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Turnaround, Restructuring & Crisis Management Consulting (BPAHACAO), Operations & Process Improvement Consulting (BPAHACAB)

Keywords

• Management consulting services
• M&A advisory services
• Growth turnaround consulting
• Board CEO advisory
• Interim executive services

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Management Consulting Advisory: The firm provides advisory services including growth & turnaround consulting, M&A sell-side and buy-side advisory, and board/CEO support. Revenue is generated through professional service fees, typically including an upfront retainer credited toward success-based fees that are earned upon deal closure or goal achievement.
2. Success-Based Advisory Fees: Their compensation model includes an upfront retainer that is credited toward success-based fees. Fees only become due when client goals are achieved, aligning firm incentives with client outcomes.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Phoenix Management Consulting provides advisory services to business owners, entrepreneurs, family offices, and corporate leaders across three practice areas: (1) Growth & Turnaround consulting delivered through 90-day sprints focused on revenue, cash flow, and bottom-line improvements; (2) full-cycle Mergers & Acquisitions advisory including sell-side and buy-side mandates; and (3) Board & CEO Support including board effectiveness, CEO coaching, succession planning, and interim executive placements. Engagements are billed via retainer plus success-based fees tied to client outcomes.

Product overview

Phoenix Management Consulting offers professional consulting services organized into three main practice areas: Growth & Turnaround, Mergers & Acquisitions, and Board & CEO Support. The firm specializes in 90-day sprints designed to swiftly improve revenue, cash flow, and overall bottom line for clients. The core offering is expert advisory and implementation support rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Growth & Turnaround Consulting 90-day sprint consulting engagements designed to improve revenue, cash flow, and overall bottom line for business owners. Covers AI & Business Intelligence, branding/marketing/pricing, corporate finance, customer experience, IT strategy, organization design, operational excellence, negotiations, product development, risk management, sales transformation, and supply chain optimization.
• Mergers & Acquisitions Advisory Full-cycle M&A advisory covering comparable valuations, M&A team formation, investor screening, CIM preparation, due diligence, board presentations, agreement negotiations, and debt & equity financing. Includes both sell-side and buy-side mandates.
• Board & CEO Support Executive advisory services including board effectiveness, CEO/CxO coaching, executive search support, corporate affairs, succession planning, and placement of interim executives and operating partners. Includes active service on boards of directors.
• Sell-Side Advisory M&A sell-side service where PMC finds investors, leads the sales process, assists in negotiation, and closes deals while the business owner continues running the company.
• Buy-Side Advisory M&A buy-side service where PMC partners with family offices, funds, and businesses to identify proprietary acquisition targets, lead efficient due diligence, and negotiate deal terms on behalf of clients.

Quantifiable outcome

• 75+ M&A transactions completed
• +4 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• Adam James (Executive Recruitment)minorImplementation/ SI/ Consulting PartnerReferral partner for executive recruitment services. When clients need full-time CFO or controller hiring, PMC refers them to Adam James specialized executive recruitment firm.
• FirestoneCFOminorImplementation/ SI/ Consulting PartnerReferral partner for part-time or contract CFO services. When clients cannot commit to full-time CFO hires, PMC refers them to FirestoneCFO for variable cost financial leadership.

Scale indicators8 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• AlixPartners: Global turnaround, restructuring, and operational consulting firm that closely mirrors PMC's Growth & Turnaround practice, serving similarly distressed and performance-improvement-oriented mid-market and enterprise clients.
• Alvarez & Marsal: Specialist consulting firm focused on turnaround, restructuring, and interim management — a direct comparable to PMC's turnaround and board/interim executive services, with similar practitioner-led DNA.
• FTI Consulting: Public advisory firm whose Corporate Finance & Restructuring segment competes head-to-head with PMC on M&A advisory, transaction services, and turnaround mandates for similar client profiles.
• West Monroe Partners: Boutique operations and technology consulting firm of comparable size focused on mid-market operational improvements — a close analog to PMC's turnaround and operational excellence offering.
• Huron Consulting Group: Public professional services firm providing operational and financial consulting to mid-market and enterprise clients, overlapping with PMC on turnaround, performance improvement, and board advisory work.
• EY-Parthenon: Strategy and transactions arm of EY that directly competes with PMC on sell-side and buy-side M&A advisory, due diligence, and corporate strategy for family offices and mid-market clients.
• Kroll: Independent global advisory firm offering restructuring, valuation, and M&A advisory services, competing with PMC's M&A and turnaround practice for similar middle-market deal mandates.

Broad incumbents

• Bain & Company: Top-tier global management consulting firm that competes with PMC for Fortune 500 strategy and operational improvement mandates as a much larger incumbent in the broader management consulting category.
• McKinsey & Company: Largest global management consultancy, frequently featured alongside PMC in client testimonial pages, competing broadly on corporate strategy, growth, and transformation work.
• Deloitte Consulting: Global Big Four advisory practice offering M&A, turnaround, and operations consulting that overlaps with PMC's full service spectrum, particularly for enterprise clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/phoenixmanagementconsulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Phoenix Management Consulting