Synergy Advisors LLC

Synergy Advisors LLC is a boutique investment bank providing M&A advisory and private capital financing services to healthcare and regional middle-market companies. The firm maintains particular expertise in healthcare IT, data analytics, managed care, and pharmacy benefit management sectors, with senior bankers bringing over 20 years of healthcare transaction experience.

The firm operates with a senior banker-led model where managing directors remain actively engaged throughout each transaction process. Synergy's team has executed over 300 capital-raising and merger transactions with aggregate values exceeding $50 billion. Their healthcare practice focuses on companies serving Medicare, Medicaid, and commercial payer populations, as well as providers implementing revenue cycle management and population health solutions.

Notable transactions include advising Fortune 500 company Molina Healthcare on strategic divestitures and facilitating the sale of Health Information Designs' prior authorization business. The firm serves both publicly traded and privately held companies across exclusive sales, buy-side mandates, divestitures, and recapitalizations.

Consider Synergy Advisors when seeking investment banking services with healthcare industry depth rather than generalist financial advisory. The firm excels in transactions involving government-sponsored healthcare programs, healthcare IT platforms, and pharmacy-related businesses where regulatory knowledge and sector-specific buyer relationships prove critical.

Expect a relationship-driven approach with direct access to managing directors who have executed similar transactions. The firm's model provides personalized attention typical of boutique practices while leveraging networks and capabilities comparable to larger Wall Street firms, according to client testimonials.

Synergy Advisors dedicates substantial resources to healthcare, with managing director Scott Messier focusing exclusively on healthcare IT, analytics, and technology-enabled services for payers and providers. The firm maintains deep expertise across Medicaid and Medicare administration, pharmacy benefit management, prior authorization platforms, population health management, and value-based care. Their healthcare practice spans medical benefit management, risk adjustment, quality measurement, and compliance solutions for government-sponsored programs. Case studies demonstrate successful transactions in pharmacy utilization management, vision benefits, and healthcare IT platforms.

Healthcare companies with enterprise values between $10 million and $350 million seeking sell-side advisory, strategic buyers, or growth capital. Particularly well-matched for businesses in healthcare IT, managed care administration, pharmacy services, or technology-enabled healthcare operations serving government-sponsored programs. Companies requiring sophisticated deal structuring or navigating complex ownership situations benefit from their transaction architecture capabilities.