Crossmark Funding LLC is now Phoenix CG, LLC

How We Do It

Phoenix CG has developed a dynamic and particularized industry set of experienced senior debt, mezzanine financing, convertible debt, preferred equity and straight equity contacts for funding and financing transactions to enable its clients to close on their targeted transactions. Phoenix CG also has established a substantial network of governmental agency and private industry contacts that it brings to its clients as strategic public/private partnerships and/or joint venture opportunities.

Phoenix CG helps groom its sell and buy-side transaction clients in preparation for their exit or expansion strategy events and to identify merger/purchasing party candidates and buy-side transaction targets. Our company utilizes investment banking teaming partners when needed, as well as their broker dealer affiliates for securities law-compliant transactions.

We have developed a dynamic and particularized industry set of experienced senior debt, mezzanine financing, convertible debt, preferred equity and straight equity contacts for funding and financing transactions to enable its clients to close on their targeted transactions.

Phoenix CG helps to groom its sell and buy-side transaction clients in preparation for their exit or expansion strategy events and to identify merger/purchasing party candidates and buy-side transaction targets, utilizing investment banking teaming partners when needed and their ability to utilize their broker dealer affiliates for securities law compliant transactions.

By networking its contacts with its clients, Phoenix CG can provide its clients with opportunities for business expansion and revenue growth.

Why Choose Us

  • We listen to you and don’t stop listening
  • We study your business and business needs in detail
  • We will meet with you and your executive and operational teams as often as you may need, in person or virtually
  • We have all been successful in our entrepreneurial endeavors, and bring our business experience to our “teaming” relationship with you
  • We have no retainer or consulting fees and, therefore, our interests are fully aligned with yours
  • We know how to close deals, getting close is of no import to your business or to us
  • We will be your “partner” well-after your initial transaction has been closed; we want to be with you on your next financing or funding, or your next disposition or acquisition

Our clients (former and present) include:

  • Military industry companies engaged in the manufacturing, distribution, logistics and enterprise solutions businesses seeking debt financing, equity funding and sell-side assistance
  • US based military and security industry company looking to expand into the US DoD and DLA markets
  • Northeast USA Regional oil and propane company seeking significant growth through acquisition of companies in its industry
  • Real estate development and redevelopment companies seeking acquisition financing for projects locating national convenience store companies in strategic sites
  • New-technology based environmental remediation company that focus on water treatment programs
  • Renewable energy development companies seeking senior debt and investment tax credit funding to take advantage of rapidly growing project pipeline
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