Mergers & Aquisitions
Mergers & Acquisitions – Strategic Transaction Advisory
Whether acquiring, merging, or divesting, a successful M&A transaction demands strategic clarity, technical rigour, and flawless execution. At Synergy Capital Group, we advise clients across the full M&A lifecycle — from origination and valuation through to negotiation, due diligence and post-deal integration. Our team brings a powerful blend of financial expertise and real-world operator experience, enabling us to translate complex commercial needs into executable deal structures. Our clients range from ambitious mid-market businesses seeking strategic expansion, to growth-stage technology firms targeting IP-driven acquisitions.
01
Opportunity Origination & Strategic Fit
We begin with a strategic review of your business goals and market positioning to identify the most effective transaction types — whether acquisition, merger, carve-out, or divestiture.
Once a preferred route is defined, we:
- Identify and screen potential targets or acquirers based on strategic alignment, capability fit, and cultural compatibility.
- Assess IP or technology value (where relevant), business synergies, and integration feasibility.
- Develop a structured roadmap to guide the transaction process.
Whether you have a specific target in mind or require full origination support, we act as your transaction architect and advisor throughout.
02
Valuation & Deal Structuring
We prepare a comprehensive valuation analysis grounded in sector-specific benchmarks, adjusted EBITDA multiples, and scenario modelling. Our valuation work helps shape realistic pricing expectations and supports credible negotiations.
We also advise on optimal deal structures to align incentives and manage risk. This may include:
- Earn-outs to tie acquisition payments to future performance.
- Deferred consideration or equity rollovers for key management retention.
- Share purchases vs. asset purchases, depending on tax and liability considerations.
Our goal is to balance value creation with risk mitigation on both sides of the table.
03
Due Diligence & Documentation Readiness
We lead and coordinate the due diligence process, ensuring that financial, legal, operational, and technical aspects of the target are thoroughly assessed. Where necessary, we bring in specialist advisors, including IP counsel, cybersecurity auditors, and tax experts.
We also help prepare or review critical documentation, such as:
- Heads of Terms (HoT)
- Confidentiality and exclusivity agreements
- Share Purchase Agreements (SPA) or Asset Purchase Agreements (APA)
Our structured approach ensures risks are identified early, documentation is aligned with commercial objectives, and timelines are adhered to.
04
Negotiation & Stakeholder Engagement
Effective negotiation is as much about strategy and preparation as it is about price. Synergy Capital Group acts as your lead negotiator, managing all parties involved — including legal, financial, and operational stakeholders — to maintain alignment and momentum.
We guide you through key negotiation points, including:
- Purchase price mechanisms (locked box vs. completion accounts)
- Representations, warranties and indemnities
- Integration commitments and transitional service agreements (TSAs)
Our experienced team ensures that negotiations remain focused, commercially sensible, and legally sound.
05
Execution & Integration Support
Once contracts are signed, our involvement doesn’t end. We assist with post-deal transition planning to ensure that synergies are realised and operations are harmonised.
We support:
- Integration planning and change management
- Communication strategies for internal and external stakeholders
- Financial reporting alignment and KPI tracking
Where appropriate, we also advise on follow-on funding or recapitalisation to support growth post-transaction.
At Synergy Capital Group, our M&A advisory is built on insight, discretion, and delivery. We help our clients unlock strategic growth through transactions that are well-structured, well-timed, and well-executed — creating long-term value for shareholders and stakeholders alike.