Maximizing Business Performance

Synergy Management Group

Maximizing Business Performance

Synergy Management Group is a full-service consultancy that partners with institutional investors, portfolio companies and growing businesses to evaluate, design, execute and maximize growth opportunities across sourcing, diligence, operations/value creation, and exit

Areas of expertise

Sourcing

Investment thesis development
Investment parameter evaluation and creation
Market research and analysis
Competitive positioning
Sector maps / segmentation
Target list generation
Preliminary target screening
Confidential target contact establishment & NDA execution
Deal viability assessment
Warm ‘hand-offs’ to internal deal teams

Diligence

Financial, commercial, operational, and technical diligence initiatives
Macro and Micro-economic diligence
Sector-level & thematic research
HR analysis
Customer and vendor diligence
Financial modeling & valuations
Competitor analysis
Regulatory and risk
Value-creation / 100-day plan formation

Operations / Value Creation

Business development
Growth strategy, sales and marketing
Go-to-market / pricing
Joint-venture partnerships
Digital transformations
ESG
Talent management
Turnaround and restructuring
Post-merger integration
Interim, fractional & full-time executive roles
BoD & advisory seats

Exit

Spinoffs, divestitures, carve-outs, secondaries, IPOs, liquidations, repurchases
Marketing material development (CIM, pitch deck, teaser, etc.)
Financial modeling & valuations
Deal marketing
Sell-side due diligence oversight
Data room creation and management
Transaction structuring and negotiation
Minority & majority equity / debt capital markets

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Industries

Technology
Healthcare

Media & Entertainment
CONSUMER & RETAIL

Real Estate
Financial Services

Energy & Power
Industrials

Engagement Framework

Highly bespoke engagement solutions designed for the unique needs and objectives of institutional investors, portfolio companies, and growing firms
Engagements led by senior-level, hands-on 20+ year industry and functional specialists, with continuous oversight by SMG’s Executive Leadership Team
Flexible and nimble delivery to react to quickly changing environments and externalities
Solutions combine strategy development, advisory, AND ‘sleeves up’ implementation
High level of confidentiality

Representative Engagement Process

DISCOVERY / STRATEGY
DEVELOPMENT

ITERATION

IMPLEMENTATION

DISCOVERY / STRATEGY DEVELOPMENT

Data collection, stakeholder and external interviews, competitive analysis
Performance triage, organizational assessment
Strategic option development and evaluation
Path forward roadmap: activities, milestones, resource requirements

IMPLEMENTATION
- Roadmap activity and management leadership
- Milestone ownership
- Continuous oversight of project delivery team by senior SMG leadership
ITERATION
- Measure performance
- Gather feedback from key stakeholders
- Assess efficiency of existing tools, process, and resources
- Adapt to broader economic factors and critical externalities
- Integrate key takeaways into path forward course corrections

ITERATION
- Measure performance
- Gather feedback from key stakeholders
- Assess efficiency of existing tools, process, and resources
- Adapt to broader economic factors and critical externalities
- Integrate key takeaways into path forward course corrections
IMPLEMENTATION
- Roadmap activity and management leadership
- Milestone ownership
- Continuous oversight of project delivery team by senior SMG leadership

Client Case Studies

Financial Planning & Analysis

Provided financial planning and analysis for a venture-backed SaaS startup in the compliance and risk management industry.

Buy-Side Advisory

Provided financial, commercial, and operational due diligence for a multi-billion-dollar PE fund, evaluating several acquisitions in the transportation and industrials verticals.

Strategic Planning

Implemented a strategic financial roadmap for two healthcare portfolio companies from the world’s leading healthcare private equity firm.

Capital Raising

Built an institutional Series B fundraising package - including valuation, financial model, pitch deck, and teaser - for a VC-backed startup in the internet-of-things (IoT) and artificial intelligence space.

Mergers & Acquisitions

Built a post-merger integration plan for a private equity portfolio company in the outsourced labor services industry.

Capital Raising

Provided management of the financial and commercial sell-side due diligence process for a term loan refinancing on behalf of a PE-backed company.

Valuation

Built a pre-IPO financial projections model and valuation used to structure deal terms with an underwriting investment bank on behalf of a Canadian manufacturing company.

Buy-Side Advisory

Managed comprehensive due diligence process for $50 million private equity investment in medical technology manufacturer of wearable insulin devices.

Financial Modeling

Created sales and marketing go-to-market forecast model for a high-growth venture-backed SaaS startup evaluating de novo sector rollout strategy.

Fractional CFO

Developed the financial reporting systems and executive KPI dashboard while implementing growth optimization initiatives for a high profile digital content network.

Financial Modeling

Built a dynamic, multi-scenario LBO model on behalf of a multi-billion dollar PE firm evaluating industry-leading modular construction buyouts.

Capital Raising

Delivered a fundraising presentation for a $2B South Asia-focused investment and innovation fund.

Maximize Business Performance.

Client Testimonials

“When we needed to raise funds in a Series B Investment, SMG stepped in and provided not only a suite of compelling data-driven documentation but robust strategic analysis and impactful revenue forecasting. Allen and team conveyed a powerful story of our business performance historically and projected forward. With SMG’s help, we reached favourable terms and closed the round successfully.” VC-Backed IoT Startup

“Partnering with SMG gave us tremendous clarity around our financial performance analytics, as well as effective processes that set us on a faster path to higher profitability. SMG also removed the ambiguity and helped us learn critical lessons from our past results, while at the same time enabling us to maximize our book of business going forward. I highly recommend working with Allen and team to take your business to the next level.” Real Estate Investment Fund

“I had the pleasure of partnering with SMG to prepare a sophisticated fundraising presentation and related collateral for a $2B international Investment and Innovation Fund. SMG exceeded our expectations with their expertise and understanding of investments, economics, and fundraising. Allen was highly responsive throughout the process and delivered the project ahead of the due date. He had insightful contributions that significantly improved the overall project, and I would welcome working with SMG again.” $2.0B Investment and Innovation Fund

“SMG guided the CFO and Executive team of my portfolio company in navigating a complex debt refinancing and acquisition project. They worked closely with the company and private equity teams to build a financial plan for the acquisition, analyzed and normalized adjustments to the earnings and prepared a comprehensive financial model for the execution of the project. Allen brought financial acumen and an analytical horsepower that mid-sized companies like ours need, but frequently don’t have access to. His collaborative approach was well received by the management team, who felt he was able to express their ideas and strategies in clear quantitative terms. SMG is now working with several of our portfolio companies on similar projects.” Private Equity Fund with over $1B in AUM

“SMG’s insight was instrumental in guiding us in pivoting the focus of our business. They not only provided actionable financial performance analysis but worked with us to build a high-performing growth model aligned with our business KPIs. Allen’s collaboration with us to build a financial operating model that we quickly implemented into our existing organizational structure was incredibly valuable. Allen’s analysis and financial modeling matched the unique circumstances of our business, positioning our YouTube-based digital distribution business to grow even faster than before.” Hyper-Growth Video Production Network

“SMG was incredible to work with - highly communicative and immediately understood our requirements when assigned project tasks. They did an amazing job in developing a pre-IPO financial and operating model and were always on time and made themselves available whenever modifications were requested. I strongly recommend SMG to anyone that requires guidance in financial modeling but also appreciates strong supporting logic and clear communication of the process.” Pre-IPO Supercritical Fluid Technology Manufacturer

Whether redefining sales and marketing models to ensure higher ROI, transacting a smooth and effective capital funding round, or stepping in to offer fractional leadership services, SMG is your growth partner. Our broad-based solutions backed with focused expertise, position us to maximize business performance across Strategy, Finance, and M&A initiatives.

Strategy

Defining and executing the optimal business strategy across key operational, financial and organizational growth initiatives is central to our advisory and management services. We complement our strategy services with executive coaching and fractional executive staffing.

Finance

Maximizing financial performance through risk analysis, navigating and executing valuations, and actionable financial modelling are core to our record of consistently delivering exceptional results for our clients. A strong focus on analysis-driven continuous improvement further strengthens our approach.

M&A

Critical to maximizing business performance, M&A is core to our advisory practice and capabilities, Whether focused on raising capital, mergers, acquisitions, or buy-side and sell-side transactions, our expertise and comprehensive due diligence help ensure successful strategic deal execution.