Experience | Integrity | Results

Synergy Advisors is a boutique investment bank focused on providing best-in-class advisory services to healthcare and regional middle-market companies. Our primary services are M&A advisory and private capital financings.

“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


Our senior-level bankers possess a wealth of experience, contacts, and industry knowledge that often proves invaluable to our clients. Synergy has significant relationships in various healthcare segments.  We provide a full range of advisory services throughout a business lifecycle, as companies navigate sequential stages of growth, including partnerships, acquisitions, and a company sale.

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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.

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Our Team

Synergy bankers have diverse investment banking experience across multiple industry segments and geographic markets. The quality of our financial and transaction advice is essentially grounded in our expertise and understanding of our client’s business and its prevailing industry dynamics. All client engagements are led by seasoned senior bankers, who are fully engaged throughout the transaction process, with support from dedicated junior bankers. We treat each client as if they are our only client.

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Our Mission

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

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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.