Case Studies
Capital Raise Case Study
Client: Technology Sector – UK-based Startup
Background:
Company A, a high-growth software startup based in the United Kingdom, had developed an AI-driven analytics platform designed for enterprise supply chain optimisation. Having successfully bootstrapped their initial MVP and secured a small seed round, they were preparing for Series A funding to expand product development, build out their sales team, and scale operations across the UK and Europe. The target was to raise £10 million.
Challenge:
While the product had strong early traction and a clear addressable market, Company A lacked the in-house financial structuring experience and investor network necessary to execute a successful Series A round. The founders also needed support in positioning their story to resonate with institutional investors and in negotiating favourable terms.
Synergy Capital Group’s Approach:
Synergy Capital Group began by conducting a strategic audit of Company A’s business model, traction, and financials. They developed a refined investment thesis around the business’s unique market position, scalability, and strong recurring revenue potential. This became the cornerstone of the pitch.
Working closely with the executive team, Synergy:
Rebuilt the financial model to reflect realistic growth forecasts and clear unit economics.
Created a data room with rigorous documentation to support due diligence.
Developed a compelling investor deck tailored to both VC firms and strategic investors in the enterprise SaaS space.
Identified and engaged with over 40 targeted investors across the UK and Europe.
Throughout the process, Synergy provided coaching to the CEO and CFO on investor Q&A, managed investor communications, and negotiated term sheets.
Outcome:
Within four months, Synergy facilitated the successful close of a £10 million Series A round, led by a well-regarded UK-based VC with co-investment from a strategic corporate partner in the logistics sector. The funding enabled Company A to triple its team size, expand into mainland Europe, and secure enterprise contracts with two global manufacturers within six months of closing.
Synergy Capital Group remained engaged post-raise, advising on capital allocation and board reporting best practices, positioning the company strongly for a future Series B.
Mergers & Acquisitions Case Study
Client: Telecommunications Provider – UK Region
Background:
Company B, a mid-sized telecoms provider operating across the United Kingdom, was seeking to differentiate its offering by incorporating advanced cloud-based communications tools. The internal R&D process was proving costly and time-consuming, so the executive team shifted focus to acquisition. They identified a smaller UK-based tech business with a proprietary VoIP platform that aligned with their strategic goals.
Challenge:
The acquisition target was early-stage, owner-managed, and lacked clean financials or formal IP valuations. Company B lacked in-house M&A capabilities and needed advisory support to structure the deal, validate the opportunity, and manage the sensitive negotiation process.
Synergy Capital Group’s Approach:
Synergy Capital Group was engaged to lead the end-to-end M&A process. Their team began by:
Conducting a full valuation analysis of the target’s IP, platform architecture, and customer contracts.
Coordinating technical due diligence with third-party specialists to verify code integrity and IP ownership.
Structuring the acquisition deal to include an earn-out component, reducing upfront capital outlay while aligning incentives.
Synergy also managed communications with the target’s founding team, handled legal coordination, and negotiated exclusivity terms to prevent competitive bids.
Outcome:
Within three months, Synergy delivered a fully structured acquisition that was unanimously approved by Company B’s board. The deal closed at a fair market valuation with favourable terms, including IP transfer and key staff retention clauses.
Post-integration, Company B launched a new product suite powered by the acquired VoIP platform, resulting in a 30% valuation uplift over 12 months due to increased ARPU and customer stickiness.
Synergy Capital Group continued to advise on integration planning and helped the company prepare investor communications showcasing the strategic growth impact.
Commercial Finance
Client: Application Development Firm – UK Region
Background:
Company C is a mature, privately held mobile application development firm based in the United Kingdom, serving financial institutions across the UK and European markets. With an impressive client base and steady cash flows, the company was exploring expansion into underserved regional markets.
While several equity investors had shown interest, the founders were reluctant to dilute ownership. They preferred a commercial finance solution that would provide the necessary capital without giving up equity or control.
Challenge:
Despite healthy revenues, Company C’s business model didn’t fit traditional lending profiles due to the intangible nature of its services and limited physical assets. Previous efforts to secure bank financing had resulted in high interest rate offers and restrictive covenants.
Synergy Capital Group’s Approach:
Synergy Capital Group undertook a comprehensive credit and asset review to better present the firm’s recurring revenue model to lenders. They:
Recast financials to highlight predictability of cash flows from long-term service contracts.
Structured a financing narrative aligned with lender risk appetites, showcasing client diversification, low churn, and positive EBITDA trends.
Ran a competitive lender selection process, including Tier 1 UK banks and alternative credit providers.
Outcome:
Within eight weeks, Synergy secured a low-interest term loan facility of £5 million from a leading UK commercial bank, with a 5-year repayment horizon and minimal covenants. This facility came at a significantly reduced interest rate compared to previous quotes and allowed Company C to fund expansion without diluting equity.
Thanks to this funding, Company C opened new offices in the Midlands and Scotland, doubling its regional client base within 10 months. Synergy Capital Group continued to support treasury and repayment strategy, ensuring efficient use of capital and strong banking relationships for future needs.