Investment Banking

Synergy provides comprehensive investment banking services to a diverse group of corporations throughout a wide range of industries. Our services include:

• EXCLUSIVE SALE REPRESENTATION
• BUY-SIDE / ACQUISITION REPRESENTATION
• LEVERAGED RECAPITALIZATIONS
• MANAGEMENT BUYOUTS
• ACQUISITION ALTERNATIVES & SCENARIOS
• ALTERNATIVE FINANCIAL STRATEGIES
• BUSINESS VALUATIONS
• FAIRNESS OPINIONS
• STRATEGIC ALTERNATIVES
• SPECIAL COMMITTEE ENGAGEMENTS

Private Placement

Synergy has structured and executed some of the most challenging and complex financial transactions critical to achieving the business objectives of our clients. Our private placement services include:

• GO ZONE CAPITAL ALTERNATIVES
• TAX CREDIT FINANCING ALTERNATIVES
• GROWTH CAPITAL
• ACQUISITION CAPITAL
• SHAREHOLDER LIQUIDITY
• STRUCTURED INVESTMENTS

From Asset-Based Loans to Equity investments, Synergy structures and sources a variety of flexible yet powerful capital solutions instrumental in helping our clients achieve their strategic objectives. Our continuous contact with our capital partners allows us to compile up-to-the-minute market intelligence. Our partners include:

• TRADITIONAL FINANCIAL INSTITUTIONS
• INSTITUTIONAL/HEDGE FUNDS
• MEZZANINE LENDERS
• PRIVATE EQUITY FUNDS
• SOPHISTICATED / STRATEGIC INVESTORS

Consulting Services For Financial Institutions

Utilizing a regulatory proven, risk-focused approach, we thoroughly analyze your banking operations to identify those areas that introduce and contain excessive risk (i.e. credit risk, liquidity risk, asset quality risk, market risk, etc.). In essence, we identify, assess and provide "best practice" recommendations on those areas that directly impact your bank's compliance, growth and profit potential.

Recently, we conducted a follow up survey and found that within 12 months after the completion of our engagement, our clients enjoyed an average of 20% increased returns on equity and average assets as well as shorter regulatory examinations.

To achieve these results, Synergy employs an innovative team on each engagement that includes former banking executives, investment bankers, Certified Public Accountants (CPAs) and valuation specialists, all representing over 75 years of industry experience.

With proven success among prestigious financial institutions, Synergy provides the following services:

• REGULATORY EXAMINATION SUPPORT - including compliance assessments and pre-and post- examination diligence.
  
  
• RISK MANAGEMENT ANALYSIS - including development of custom risk management programs & compliance monitoring.
  
  
• LOAN PORTFOLIO REVIEW, ANALYSIS AND VALUATION - including stratification, stress testing and resulting equity analysis.
  
  
• LOAN LOSS RESERVE, CHARGE-OFF AND PROVISION EXPENSE FORECASTING.
  
  
• CAPITAL TRANSACTION DILIGENCE - including acquisitions, third party investments and audit of internal systems and loan portfolios.
  
  
• STRATEGIC ALTERNATIVE DEVELOPMENT & ANALYSES
  
  
• DATA COMPILATION & ANALYSIS
  
  
• COMPLEX DATA MODELING
  
  
• REGULATORY COMPLIANCE AND REPORTING
  
  
• CUSTOM SOFTWARE APPLICATIONS FOR FINANCIAL & AUDIT SERVICES