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. The Synergy bankers have a particular focus on the following sectors:
Primary Industry Sectors:
Case Studies: Regional Investment Banking Transactions
Click on any of the images to read case studies.
Transactions for selected clients are listed below. Some of these transactions also include deals executed by Synergy bankers while previously affiliated with other firms. In keeping with our strong relationship-based focus, we have completed multiple transactions with many of our clients.