Focused senior banker attention
throughout the entire transaction process

Synergy’s skilled team of seasoned bankers have extensive Wall Street and private investment banking experience with deep industry knowledge. We provide focused senior level attention and trusted client-centric advice to our middle market clients across a variety of transaction opportunities. We have perfected an ability to customize the essential elements of our transaction process to each client in a tailored fashion that translates to favorable deal terms from the best suited counter-party partner / buyer.


The Synergy bankers have decades of experience in the healthcare sector, have led groups at major Wall Street firms and been involved with milestone transactions over the years. We have cultivated numerous relationships with leading companies and financial sponsors. We have deep experience and expertise in specific segments, including healthcare services, IT, pharmacy, medical devices and life sciences – and we understand the interplay between these segments. This breadth and depth of industry knowledge is shared with our clients for optimal strategic positioning, deal execution, and transaction-based results. We understand healthcare.

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Regional Investment Banking

Synergy’s Southern California-based regional investment banking practice is built on decades of diversified deal experience with public and private companies across the Western U.S. Our business focus is intensely relationship-centric. We specialize in advising small-cap and emerging growth clients including family-owned and founder-operated companies. Synergy’s wealth of experience and its end-market expertise centers on sell-side and buy-side M&A, private capital financings, strategic advisory / partnering assignments, recapitalizations, fairness opinions & valuations.

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We have originated, structured, negotiated and managed 300+ client engagements with an aggregate transaction value exceeding $50 billion