Our Journey
Empowering Innovation Through Collaboration
Our Origins
Phalanx Strategic Services originated out of the idea that people of like mind working together to provide insightful trustworthy advice and the captial required to execute on bold visions for the future can reach uncharted destinations.
Our Mission
At Phalanx, our mission is to bridge the gap between entrepreneurs and investors, facilitating meaningful Investments that lead to groundbreaking innovations. We are committed to fostering an environment where creativity thrives, and where strategic investments lead to sustainable success.
Our Values
Integrity, collaboration, impact, and innovation are the core values that guide us. We believe that transparency in our dealings fosters trust, while collaboration unleashes creativity. Our commitment to innovation ensures that we are always on the cutting edge, ready to adapt and evolve in rapidly changing global markets.
Our Dedicated Team
The Driving Force Behind Our Success
John M. Rozelle - General Partner
John's track record as an advisor, founder, and investment professional includes launching 25+ ventures, supporting $250M in equity investments, and over $1B in debt financing across both businesses and real estate investments. Skilled in identifying untapped opportunities across regulated industries, real estate development, impact venures, and emerging technologies , he has a long track record of delivering differentiated deal flow in both mature and emerging markets. His operational background has enabled him to anticipate both challenges and opportunities when supporting portfolio companies through their growth
challenges. "I thrive on the endless learning curve of understanding innovative ventures, identifying world class teams, and sourcing them the resources they need to build a better future."
John P. O'Malley - Investor Relations
John's experience as a founder, partnership builder, problem solver, and strategist across the renewable energy, entertainment, CPG, and wellness industries has given him a unique perspective on empowering visionary founders to achieve global scalability. His decades long track record of collaborating with fellow change makers and expertise in experiential marketing, talent partnerships, go-to-market strategies and investor relations has made him a popular speaker and panelist. "I thrive on forging impactful connections and shaping a healthier, more sustainable future."
Jeffery Welsh - Legal Affairs & Special Projects
Jeff's been recognized in the "Best Lawyers: One to Watch" for both his legal practice and his success as an entrepreneur. His diverse expertise covers regulatd consumer products, IP licensing, brand development, endorsements, real estate, and entertainment law with clientele ranging across investors, brands, celebrities, media entities, and developers. He has experience as a litigator, WME legal affairs advisor, Co-Founder-Managing Partner of a nationally recognized law firm, Of Counsel expert, investor, brand strategist, and world class jazz musician. "I thrive on creating value by bringing people together who can help each other achieve their goals and enabling them to find the concensus that gets it done."
