Deal History

Advisor on securing strategic growth capital investment while maintaining founder control. Negotiated structured partnership with larger strategic investor allowing capital injection while preserving founder influence.

Sell-side advisor on M&A transaction for medical equipment services company. Synergy identified unexpected buyer and negotiated win-win transaction terms.

Exclusive sell-side advisor on sale of growth-stage anatomical pathology and esoteric testing company. When initial buyer reception was tepid, Synergy secured bridge financing and identified second cohort of strategic buyers, successfully closing with physician-led acquirer.

Sell-side advisor on merger of imaging services company with MXR, resulting in integrated healthcare services platform with enhanced operational capabilities.

Exclusive sell-side advisor on sale of California's largest pediatric dental provider with 14 clinics serving 75,000+ children annually (primarily Medicaid/Denti-Cal). Synergy identified infrastructure needs, recruited interim CFO support, coordinated 60+ targeted buyers, and negotiated valuation double founder's initial expectations.

Exclusive financial advisor to DCI (Devlin Consulting) on acquisition by Sagility LLC. Healthcare consulting and advisory transaction.

Sell-side advisor on accelerated sale of closely-held software business to Fortune 500 acquirer. Synergy provided responsive senior banker guidance enabling rapid close driven by tax planning requirements.

Sell-side advisor on M&A transaction for healthcare IT company. Synergy team positioned company for buyer evaluation and achieved successful exit at favorable valuation.

Financial advisor to Kepro on acquisition of eQHealth (healthcare IT/claims management platform).

Financial advisor on Kepro's acquisition of Health Information Designs (healthcare IT services). Synergy facilitated transaction alongside other advisors.