Services

Phoenix Principal Finance partners with corporates, originators and institutional investors to engineer bespoke financial solutions. Phoenix maintains a current strategic alignment with a South African asset manager for fund‑level structuring and execution.

Phoenix originates transactions independently and distributes them to its aligned partner as well as a broader institutional investor base, depending on deal size, risk profile and credit appetite. Phoenix’s fund‑level structuring activities are presently undertaken exclusively within its strategic alignment.

Strategic Advisory

Guidance across the financial landscape to identify optimal solutions, evaluate options, and support disciplined transaction execution. Focused on strategy, positioning, and decision making.

Structuring

Design and implementation of bespoke financial structures that unlock value and mitigate risk. Includes SPVs, issuance platforms and structures, ratings agency engagement, waterfall design, and structured capital markets architecture.

Capital Raising

Connecting investment appetite with risk aligned opportunities. Covers private placements, institutional engagement, asset manager channels, family offices, and structured funding solutions across markets.

Capital Markets Execution

Specialised execution for listed and regulated transactions. Includes CTSE listed debt, programme issuance, regulatory compliance, rating agency workflows, settlement, lifecycle administration, and market infrastructure processes.

Debt Issuer Agent

End to end support for CTSE listed and privately placed debt programmes, including programme establishment, compliance, reporting, and lifecycle administration.