Deal History

Chicago-based management consulting providing executive coaching and professional development. Clients include thousands of executives in tech, media, finance, and healthcare. Owner relocated to Australia. Only full-price offer came from individual buyer with IT, healthcare, and finance background. Purchased with 10% down, balance through bank financing.

New York City land surveyor business. Two owners ready to retire after working together for decades. Introduced two surveyor companies very interested in the business. Sold for full asking price. Sellers staying on for training and transition.

Bergen County, NJ engineering business. Majority owner in 60s ready to transition to retirement, 50-year-old minority partner wanted to work for acquiring company. Multiple offers received. Best offer from large construction company with multiple offices wanting to expand engineering capabilities.

Louisiana-based company providing service workers for hospitality industry including hotels and casinos. Owner had previously tried to sell unsuccessfully. Synergy introduced buyer in same industry, business sold within 3 months. Owner staying on as director with new acquiring company.

Well-established Midwest commercial roofing contractor with $44M annual revenue, stable long-term clients, low employee attrition, outstanding reputation, and high-profit margins. Sold to a strategic buyer for 3.4x net cash flow.

Arizona company providing installation, troubleshooting, maintenance, and auditing of fiber optic and cable systems for telecom. Had major contract with telecom giant. Sold to strategic buyer creating economies of scale. Deal structured as 80% cash at close and 20% equity rollover at 4.8x multiple of cash flow.

Maryland plumbing, chimney services, and HVAC company with 25 experienced staff. Owner looking to stay on before retirement. Offers received within one week of marketing. Sold to strategic buyer—larger HVAC company in Maryland with private equity backing growing through acquisition—for 3.4x net cash flow. Closed in 4 months.

Virginia-based company with 35 employees specializing in painting, technical wall coverings, concrete flooring treatment, concrete polishing, and high-performance resinous floor systems for commercial projects. Sold for over asking price to individual buyer owning engineering firm who wanted to expand into contracting and construction.

Philadelphia-based importer of bath and storage products from Hong Kong and mainland China, distributing to big-box national retailers. Business adversely affected by China tariffs, took time to find right buyer. Buyer saw good opportunity to grow based on company's reputation and customers.

Florida company with thousands of school district clients across dozens of states. Received 2 LOIs from strategic buyers and 3 LOIs from private equity groups. Winning buyer was educational business owned by billion-dollar private equity firm, paying 7x net income multiple based on ability to leverage programs for rapid growth.

Dallas-based environmental consulting firm providing full range of services to clients nationwide including wireless telecom industry, municipal government agencies, and Fortune 500 customers. Certified DBE and HUB business. Deal closed in 4 months from engagement start.

Large facility with approximately 100 employees across four locations in Idaho providing residential substance abuse treatment programs, partial hospitalization, and intensive outpatient services. Buyer was an investment group acquiring multiple companies in the rehab and addiction treatment sector.

Norfolk County, MA homecare agency certified in Medicare with both RNs and nonmedical home health aids. Owner ready to retire. Gathered large number of potential buyers and obtained 3 different offers including full price offer. Closed in less than 6 months.

Georgia-based IT services firm experienced in ERP, CRM, BPM, and business analytics. Another M&A firm engaged Synergy to assist in locating a buyer. Utilized database of 40,000+ potential buyers and technology marketing expertise to find buyers that the selling M&A firm introduced to their client.

Michigan-based company started 10 years ago offering wireless internet access and internet phone services. Provides high-security private networks and high-speed fiber services. One of introduced buyers quickly got along with seller. Negotiated price both agreed on, great relationship continued through transition.

New Haven County, CT niche manufacturing business. Comprehensive confidential marketing resulted in large number of potential buyers signing NDAs. SBA lender contacts enabled buyer financing with minimal down payment. Seller received over 85% of sale price at closing with 12-month consulting contract for transition.

Boston area family-owned business for over 50 years, being sold by 2nd generation owner. Designs, develops, installs, and services water treatment systems. Several qualified buyers made offers. Seller has one-year employment agreement for smooth transition.

Colorado SaaS company offering cloud-based software solutions for broadband and TV communications service providers. After intensive LOI negotiations with over 15 offers, specialized SaaS financial sponsor had winning bid with total valuation exceeding seller's expectations by 20%.

Cleveland, OH area specialized ERP software company providing systems for small and mid-sized manufacturing companies. Software uses Oracle Database. Best offer came from individual with IT corporate background who secured SBA financing with bank paying seller at closing.

NY Metro area EHR software company. Multiple bids from software companies and private equity groups in Canada, Europe, California, and Washington DC area. Full price offer came from Canadian software company motivated to move quickly with financing in place. Sold in little over 6 months.

Charlotte, NC trucking business specializing in chilled and frozen food products throughout eastern U.S. Also provides seasonal flatbed carrier services and transportation brokerage. Fleet of refrigerated trucks with latest technology. Multiple offers received, sold for full asking price.