Experience | Integrity | Results
“As a Fortune 500 Company, we use Synergy because their advisory capabilities are as good as any Wall Street firm.”
John Molina, Chief Financial Officer, Molina Healthcare
“The Synergy team fought like bulldogs to get the deal done. They also secured bridge financing required to fund the company to the finish line.”
Layton Crouch, Venture Investor / Board Member, AD PathLabs
Managing Director, Pacific Venture Group
”Their team has extensive knowledge of the healthcare sector and an acute understanding of the value-drivers of our company.”
Tom Peterson, Co-founder & CEO, Clear Vision Information Systems
“Synergy Advisors was key to my success in selling my small closely-held software business to a Fortune 500 company…on an accelerated timeframe which was crucial due to tax considerations.”
Gordon A. Feingold, Owner & CEO, System Dynamics
“Kaenon needed growth capital with a desire to tie into a larger strategic investor and we successfully achieved this objective and maintained majority control.”
Steve Rosenberg, Founder, Kaenon Polarized
Regional Investment Banking
Synergy’s seasoned team of senior bankers has executed over 150 transactions across a range of broad-based industry sectors, including: consumer & retail, industrial products & services, distribution & transportation, energy and real estate. Companies rely on Synergy as a trusted advisor for our depth of experience, our industry knowledge, our flawless execution, and our senior banker-level attention.
To provide best-in-class, trusted advisory services and corporate finance strategy guidance to middle market companies traditionally underserved by large investment banks. We manage each client engagement with a senior banker led team driven to achieve superior results.
We specialize in:
- Mergers & Acquisitions
- Private Capital Financings
- Strategic Partnering
Best run businesses are built on strong, trusted relationships
Synergy is deeply invested in understanding our clients’ unique business attributes. We initially create constituent interest, build steady momentum, anticipate / navigate potential speed-bumps, and create an environment that limits uncertainty. Synergy stands ready to deliver you top-notch transaction guidance and seamless execution. We have negotiated, structured and managed over 300 capital-raising and merger transactions with an aggregate value of over $50 billion. We invite you to contact us to refine your strategic goals, and think “Synergy” for customized solutions.