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Home > Financial Services > Stock Brokers > Synergy Advisors, Llc
Synergy Advisors, Llc
Synergy Advisors, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Synergy Advisors’ mission is to provide the highest quality advisory and investment banking services to small and medium-sized companies traditionally underserved by large investment banks. They focus on providing senior level attention and delivering creative and highly customized solutions that leverage their technical expertise, industry knowledge and extensive relationships.
They pride themselves on developing long-term client partnerships built on integrity and trust. They are valued for their independence and objectivity in providing their clients with exceptional advice.
Synergy has an in-depth knowledge of the M&A process and the ability to identify the most likely and best-suited parties to a transaction. They use this specialized knowledge and industry expertise for your exclusive benefit to help negotiate the most favorable terms. Synergy adds significant value in all phases of various M&A assignments.
They ensure that their clients succeed in executing its transaction, while achieving optimum results. Some major components in successfully buying or selling a company are how your company is presented, your marketing strategy, your negotiating structuring tactics, and the investment banking team helping you.
They are prepared to guide you through each stage of the M&A process that include planning and preparation, execution, and closing. Synergy brings senior, knowledgeable and experienced bankers to help guide clients through all stages of the partnering process.
As an outside advisor, Synergy adds value in the strategic partnering process and signals o potential partners that your company is focused on maximizing value for its business. Partnership agreements that allow clients to access resources of larger corporate partners include development partnerships, product licensing, marketing partnerships, distribution agreements, and other joint ventures.
Synergy Advisors' powerful network of seasoned professionals bring years of unsurpassed investment banking and industry experience from major Wall Street investment banks, law firms and private equity firms.
Their professionals have achieved outstanding results for clients in numerous M&A assignments. Synergy brings senior, knowledgeable and experienced bankers to help guide clients through all stages of the partnering process. They leverage their extensive corporate finance experience to provide independent, expert financial advisory services.
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