“Synergy was able to cut through the clutter and get a deal done. I have known Scott for several years and he always made the extra effort to truly understand our business and what we were trying to achieve. We have unique value-drivers that are perhaps difficult to articulate. Synergy was able to work with our team to put us in the best position to succeed and then execute a plan to achieve a positive result. They work tirelessly when things do not necessarily go as planned. I felt throughout the process that our interests were aligned and we collaborated as partners. Synergy truly understands the competitive landscape and works diligently towards achieving a successful outcome.”

“As a former GE Corp. executive, I was impressed with how well organized and efficient the Synergy team was in driving to a close on our deal. They were decisive in their guidance, able to think outside the box and positioned our business well – highlighting our strengths and mitigating perceived vulnerabilities. They understand health care, appreciated our sector’s changing landscape and introduced some unique, qualified buyers. Our resulting merger and integration into MXR will propel our company to the next level. Your firm is top notch!”

“This was my first time dealing in the M&A world and I was very skeptical from early on. The Synergy Advisors team was selected from a few IB’s that I interviewed based on the best fit for my organization, so I entrusted them with my baby (organization). They did an excellent job and I would highly recommend them to any middle market healthcare company trying to find their exit strategy.  We developed what I hope are some lasting personal relations with the Synergy team and they worked as hard as my team did. They all had different roles to play in the process and they executed as they said they would and gave me the confidence to stay the course. Their experience in healthcare M&A transactions allowed me to walk away wealthier than I could have ever imagined.  I’m more than happy with their results.”

“Bob, Don and Guneesh were very patient working with us through the sale process, quickly became very knowledgeable about our niche industry segment, and brought several organizations to the table that fit my criteria. The Synergy team expertly negotiated a very successful win/win transaction with a buyer we had never considered! At the end of the day, it was a great experience for me and my family. Laurie and I have fond memories of the “process” due to the REAL PEOPLE that make up the Synergy Team.”

“Synergy was a true partner to us in achieving our strategic and financial objectives. Their team has extensive knowledge of the healthcare sector and an acute understanding of the value-drivers of our company. Synergy was able to best position Clear Vision for prospective buyers so they clearly understood the key attributes of our business. Scott and Bob were very effective in navigating us and the management team through the sale process. Pam and I are convinced that their expertise helped us achieve a very successful outcome.”

“Bob and Jim fought like bulldogs to get the deal done – doubling down their efforts when initial buyer reception was tepid. They also secured bridge financing required to fund the company to the finish line. We were extremely happy with the outcome and with Synergy’s effort in helping us avoid an ongoing cost that could’ve lasted over a decade. The Synergy team continues to bring us creative M&A ideas for our other portfolio companies, particularly within the healthcare IT space.”