Corporate Finance Advisory

Synergistic Financial Advisors specializes in identifying, analyzing and consummating mergers & acquisitions for owners of privately held businesses or public companies divesting divisions and subsidiaries.  In addition we assist clients with capital sourcing for recapitalizations, restructurings, growth, shareholder buyout, or other similar needs, and work extensively with our clients on their exit planning.We also provide financial advisory to our clients to help them run their firms efficiently by achieving operational efficiencies. SFA’s services include the following:

Merger & Acquisition

Virtually all of our services are centered around value engineering, regardless of whether we are helping a client sell or buy a business.

Sell Side Advisory

 SFA helps business owners sell their business using a process that maximizes value while maintaining any other non-financial objectives. In particular, we focus on:

  • Understanding and analyzing the owner’s objectives and their exit options
  • Establishing a preliminary valuation
  • Maximizing net proceeds:  Our rigorous analysis, professional marketing materials, and superior negotiation abilities help to ensure the best possible outcome for our clients
  • Negotiating the best possible terms: Our professionals are experienced in negotiating for the best possible outcomes, balancing all of the elements most important to our clients

Buy Side Advisory

SFA assists its clients in building and executing an acquisition plan, we believe that successful transactions maximize our clients’ value through a well-conceived plan followed by thorough and focused execution which maximizes shareholder value.Our methodology involves:

  • Developing acquisition objectives and an economic return analysis
  • Establishing focused acquisition criteria and realistic goals
  • Identifying, researching and contacting an appropriate list of target candidates
  • Evaluating and arranging financing appropriate alternatives
  • Negotiating, structuring and overseeing the transaction closing
  • Assisting with the due diligence and business valuation process

Capital Sourcing

Our established relationships with numerous capital sources enable us to identify the most appropriate financial partners and transactions that optimize value and terms.

Today’s capital markets offer a plethora of rapidly changing financing options. Finding the right financing partner for the task at hand is more critical than ever for a business owner. Our process involves:

  • Assessing of the overall requirements of the business and its unique financing objectives
  • Analyzing the current and future financing needs of the business
  • Developing an optimal capital structure
  • Preparing of the financing documents and other strategic marketing materials
  • Identifying the most appropriate funding sources
  • Negotiating and structuring the financing terms and conditions
  • Facilitating the due diligence process in a manner that is the least disruptive to the business and personnel
  • Managing the documentation process through closing.

Financial Advisory

SFA also provides Financial Advisory services, to their client, which includes value maximization through performance improvements and risk mitigation. Our scope of financial advisory includes, but is not limited to, the following:

  • Profitability analysis, value driver analysis, modeling of cost reduction strategies
  • Diagnosis of working capital issues and tools for liquidity planning
  • Valuation and optimization of capital expenditures
  • Performance monitoring and risk management dashboards
  • Recommendations for operational performance improvements


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