Syntera Advisory — Synergy-Driven M&A Transactions

Our Services & Approach

Every engagement is unique – sequenced to your timeline, resourced to your needs, and anchored to clear objectives. Our process is transparent and rigorously executed, with clear reporting at every stage.

We advise buyers and sellers across industries with an emphasis on strategic fit and sustainable synergy potential. Our role is to identify opportunities, connect the right parties, and provide end-to-end transaction support, ensuring informed decisions and seamless execution. For first-time dealmakers, we demystify every step of the journey – so you move from first discussion to closing with confidence.

  • Proactive market mapping and direct outreach to originate high-fit opportunities.

    • Define investment thesis, create strategic fit filters and screening criteria.

    • Develop defensible long-lists and prioritized short-lists aligned to your thesis

    • Prioritize opportunities based on strategic fit and feasibility

    • Execute targeted outreach and qualify interest with senior decision-makers

    • Coordinate meetings and define actionable next steps to progress discussions

  • Independent, defensible valuations to support decision-making and negotiation.

    • Triangulate value via market comparables, DCF, and precedent transactions

    • Provide valuations with and without synergy assessments to isolate standalone value

    • Deliver sensitivity ranges, scenario cases, and key value drivers

    • Support pricing strategy, governance materials, and stakeholder alignment

  • Evidence-based analysis to support deal price, terms, and structure.

    • Assess historical performance, key business drivers, and margin durability

    • Produce Quality of Earnings (QoE) analyses, including normalization items

    • Analyze Net Working Capital and seasonality to determine a defensible peg

    • Identify risks, adjustments, and upside levers with clear implications for the transaction

  • Validate the technology, operations, and integration readiness of the target.

    • Comprehensive IT and Telecom Assessments – Evaluate technology investments, architecture, risks, scalability, and roadmap feasibility

    • Cybersecurity & Compliance Audits – Identify vulnerabilities and compliance gaps.

    • Technology Optimization & Planning – Develop strategies to maximize IT efficiency and ROI.

    • Merger & Acquisition Support – Assess integration complexity and assist in ensuring a smooth transition and IT integration

  • Positioning, preparation, and process excellence to achieve premium outcomes.

    • Execute readiness planning and articulate a differentiated narrative

    • Produce high-impact materials (teaser, CIM, data room) with clear, compelling storylines

    • Run disciplined, targeted outreach to qualified buyers and manage the process meticulously

    • Track bids, manage buyer diligence, and support deal activities

    • Lead deal process, coordinate stakeholders, and drive to a timely, high-certainty close

  • End-to-end transaction leadership to reduce risk and maximize outcomes.

    • Define investment thesis, create strategic fit filters and screening criteria.

    • Build long lists/short lists; research, screen and coordinate outreach.

    • Advise on deal strategy, structure, terms, and negotiation positions, including risk allocation

    • Conduct a comprehensive, in-depth analysis of the seller’s financial health and performance, including an analysis of quality of earnings and working capital

    • Orchestrate the entire deal process through closing with close coordination with other advisors (legal, tax, etc.)