Some major factors in successfully buying or selling a company are how your company and its key investment themes are presented, the transaction marketing strategy, the negotiating and structuring tactics, and the investment banking team working on your deal.

From a Broad Competitive Process to a Negotiated Sale, our organized approach maximizes value and client control of the process, while minimizing time and disruption to the client. We provide a complete suite of M&A advisory services, including (but not limited to):

• Sell-side / divestitures
• Buy-side / acquisitions
• Spin-offs / management buy-outs
• LBOs
• Recapitalizations / restructurings
• Fairness opinions

We leverage our extensive corporate finance experience to provide independent, expert advice on all aspects of a company’s capital structure. We raise private capital to fund client’s growth or in the context of an M&A transaction. Synergy adds significant value in various situations including:

• Capital structure optimization
• Review of financing alternatives
• Private Placements of debt, mezzanine and equity; with Private Equity Groups, Venture Capital Funds, banks / lenders and other institutional investors
• Independent financing advisor to aid in the solicitation and selection of underwriters and enhance execution of public underwritings (IPOs, follow-on equity, convertibles, bond offerings, etc.)
• Pre-IPO financial, organization and strategic assessment and positioning
• Investors / capital markets positioning and strategies
• Complex restructurings

As an outside advisor, Synergy adds value in the strategic partnering process and signals to potential partners that your company is focused on maximizing outcome and value for your business. Partnership agreements that allow clients to access resources of larger corporate partners include:

• Development partnerships
• Technology / product licensing
• Marketing partnerships
• Distribution agreements
• Vendor contracts
• Other joint ventures

Synergy’s professionals have a strong track record of providing objective, high quality advice and would add value in several ways:

• Committing its expertise and resources to expedite the partnering process
• Providing relevant valuation, negotiations and structuring expertise
• Leveraging its relationships with senior executives and business development professionals at large corporate partners
• Undertaking an organized, and if suitable, competitive process for your company involving concurrent / parallel discussions with multiple potential partners in order to negotiate from a position of strength