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

Synergy Partners Synergy Capital Investment Banking and Private Placement Services


Our seasoned professionals have
participated in over $1 billion of
financial transactions since 1999.




Download a PDF of our
Consulting Services
for Financial Institutions

Synergy Partners Brochure