Phoenix3 Holdings

Phoenix3 Holdings is a private equity firm that invests in lower middle-market companies, focusing on growth-oriented businesses in the consumer, healthcare, and industrial sectors. The firm operates as an active operator of boutique dining and hospitality solutions, serving sectors such as senior living, corporate, healthcare, and higher education. Phoenix3 Holdings has rebranded to Phoenix3 Collective to reflect this transformation, emphasizing its commitment to active management and operational involvement in its portfolio companies.

The firm's investment strategy includes acquiring controlling interests in companies like Infuse Hospitality, a national operator of elevated workplace dining and amenity services. This acquisition strengthens Phoenix3 Holdings' growing collection of boutique culinary and hospitality companies. Additionally, the firm has expanded its portfolio by acquiring Quality Culinary Solutions, an advisory practice for self-operated senior living communities, further solidifying its presence in the senior living sector.

Phoenix3 Holdings fosters a thriving ecosystem that enables its portfolio of brands to flourish and achieve long-term success. By combining financial resources, industry knowledge, and management expertise, Phoenix3 Holdings acts as a catalyst that propels these companies to new heights, driving economic growth and innovation. The firm's approach is characterized by a founder's mindset, acting quickly, staying close to the market, and seizing opportunities as they arise, reinforced by a shared ownership structure that reserves over 30% of equity in each company for employees at all levels, ensuring alignment, accountability, and a culture of innovation.