At Synergy, we provide comprehensive Capital Advisory Services designed to support businesses through various financial challenges and opportunities. Our expertise spans Mergers & Acquisitions, Credit Risk Analysis & Underwriting, Structured Capital Advisory, Quality of Earnings Assessments, and AML/BSA Compliance Services. Each service is tailored to meet the specific needs of our clients, ensuring optimal outcomes and strategic advantages.
Inquire Now to learn more about our services and how we can help you achieve your business goals.
Services Provided:
Mergers & Acquisition Advisory
We offer expert guidance on M&A transactions, helping public and private companies analyze strategic options, structure transactions, and provide post-closing support. With over $1 billion in transactions, our services include buy-side/sell-side mandates, distressed acquisitions, financial modeling, and due diligence.
Credit Risk Analysis and Underwriting
Our analysts conduct thorough creditworthiness assessments and financial reviews, offering due diligence, loan portfolio reviews, and asset-based lending analyses. With expertise across various asset classes, we provide quick, cost-effective solutions for ongoing credit management and specialized credit initiatives.
Structured Capital Advisory Services
We specialize in guiding clients through capital investment structuring, leveraging deep market knowledge to optimize capital structures. Our services include access to diverse capital sources, financing solutions like construction loans, joint ventures, mezzanine loans, and more.
Quality of Earning Assessments
Our experts ensure the reliability of financial metrics used in valuations by conducting detailed financial and operational analyses. We identify financial risks, review accounting practices, and evaluate non-financial factors to provide a clear understanding of a target’s financial health.
Commercial Loan Reviews
Expertly assesses your business’s financial health to tailor loan solutions that minimize risk and support growth.
Services Provided:
Mergers & Acquisition Advisory
We offer expert guidance on M&A transactions, helping public and private companies analyze strategic options, structure transactions, and provide post-closing support. With over $1 billion in transactions, our services include buy-side/sell-side mandates, distressed acquisitions, financial modeling, and due diligence.
Credit Risk Analysis and Underwriting
Our analysts conduct thorough creditworthiness assessments and financial reviews, offering due diligence, loan portfolio reviews, and asset-based lending analyses. With expertise across various asset classes, we provide quick, cost-effective solutions for ongoing credit management and specialized credit initiatives.
Structured Capital Advisory Services
We specialize in guiding clients through capital investment structuring, leveraging deep market knowledge to optimize capital structures. Our services include access to diverse capital sources, financing solutions like construction loans, joint ventures, mezzanine loans, and more.
Quality of Earning Assessments
Our experts ensure the reliability of financial metrics used in valuations by conducting detailed financial and operational analyses. We identify financial risks, review accounting practices, and evaluate non-financial factors to provide a clear understanding of a target’s financial health.
Commercial Loan Reviews
Expertly assesses your business’s financial health to tailor loan solutions that minimize risk and support growth.
BENEFITS OF
UTILIZING SYNERGY
Expert Compliance Assurance
Ensure full regulatory compliance and adherence to industry standards through comprehensive assessments and expert guidance.
Risk Mitigation
Identify and address potential financial risks early, safeguarding your investments and operational stability.
Enhanced Efficiency
Streamline processes and improve operational efficiency with expert support and advanced solutions tailored to your needs.
Actionable Insights
Gain valuable insights and data-driven recommendations to make informed strategic decisions and optimize financial outcomes.