PHG is a strategic advisory firm based in New York City, specializing in services for family and founder-owned businesses. Our large and growing team is divided between our Buyside M&A, Strategic Finance, Growth, and Valuation divisions, bringing extensive experience from blue-chip private equity and investment banking firms to the lower middle market.
We are committed to supporting businesses at every stage of their lifecycle. Our comprehensive services range from essential bookkeeping and financial reporting to developing multi-year business plans and maximizing value at exit.
At PHG, we understand the unique challenges and opportunities faced by family and founder-owned businesses, and we leverage our expertise to provide tailored solutions that drive growth and success.
Testimonials
“I engaged PHG’s Fractional CFO group to organize my financials and data in preparation for a potential sale. Their team expertly positioned my business to maximize its value. When the time was right, PHG’s Buyside M&A Team connected me with an excellent partner and secured a fantastic deal, saving me from paying a sell-side broker fee. PHG provided guidance and support from start to finish, and I would strongly recommend that any strategic-minded business owner consider speaking with them.”
“PHG has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
“PHG played a crucial role in maximizing the value of my business. They conduct themselves with utmost transparency and were pivotal in achieving a highly favorable outcome. Despite initial skepticism, I am pleased that I trusted their team’s guidance.”
“PHG was instrumental in helping us find the right partner. They acted with complete professionalism and discretion. It was a quick and easy process to receive a great offer from their client and we are excited for the future growth to come with our business.”
“PHG has gone above and beyond by helping with banking relationships, commission structures for sales reps, helping us with job costing etc. If you are tired of your underperforming fractional CFO or you don’t have one yet – I highly recommend PHG.”
“I was initially hesitant to sell my business given all the unknowns. PHG was a tremendous help in educating me on private equity and the sale process generally. Everything they said would happen did happen. I can confidently say that I would never have achieved this great outcome without them.”
“PHG cleaned up my books and took over the day to day bookkeeping / financial management, so I could focus on running the business. Their support provided more visibility into the financial performance of my business than I have had in years. They are a key part of my business and always available to help.”
“From our initial conversation all the way to a signed offer with their client, it was very enjoyable and educational working with the PHG team. They understood all of my concerns and were able to answer many of the initial questions as it related to a potential sale of my business. I wanted to make sure my people and company would be taken care of with the right partner — in the end, it was a fantastic outcome overall.”
“My in-house succession plan hit a major roadblock with an unforeseen life event. I needed to explore other options for myself and my successors. PHG introduced me to potential partners and started the conversation. Their efforts helped bring us to a partnership with a bright future.”
“PHG has been a great partner to North West in helping us navigate the best path forward for the business and its stakeholders. Their support and knowledge has been invaluable in assuring a beneficial outcome.”
Select Clients
