Our main goal at Phillip & Co. is to add value while developing strong relationships with our clients.
Mergers & Acquisitions
Valuations
Capital Raising
Business Development
PARTNER WITH US
Phillip’s focus is on private placements, Mergers & Acquisitions, Valuations of small cap to large cap companies and Business Development & Improvement.
Phillip has held various roles within some of the largest companies in the world which include Wells Fargo Bank, JP Morgan Chase, British Petroleum & Deloitte to name a few. He also serves as a Director of other US based companies.
In addition, Phillip provides value adding strategies to start up companies as part of Phillip & Co.’s philanthropic mission.
Phillip holds a Master of Science degree in Finance & Investments from Creigton University and a Bachelor of Arts in Management Information Systems from Luther College. Having been accepted into Columbia University’s Actuarial Science program, Phillip opted not to pursue further formal education and focus on building the business.
Thelma brings a wealth of experience from her leadership roles within the private, public and Not for Profit sectors in Project & Program Management, Learning and Development including Sales & Marketing.
Thelma received her MBA from Deakin University and a Bachelor of International Business from Griffith University.