At Synergy Partners Inc., We offer unbiased, independent advisory services, we also work with select clients to capitalize their business plans through co-investments, introductions to qualified institutional investors, private equity, and hard money investors.
Synergy Partners Inc. functions as a Merchant Bank and is not registered with the Financial Industry Regulatory Authority (“FINRA”) and is exempt from SEC registration under rule 202(a)(11)(G)-1 that defines "family offices" to be excluded from regulation under the Investment Advisers Act of 1940. “Family offices” are entities established by wealthy families to manage their wealth and provide other services to family members, such as tax and estate planning services. This document including any attachments hereto is a response to a formal request of information only. Upon receipt of these documents, the Recipient hereby acknowledges this disclaimer. These documents are not from any banking or other Institution policy. We do not provide securities or securities-related advice. No information herein shall be construed as a solicitation of investment funds or securities.
If you or your company are looking for assistance with helping your company are looking for ways to grow. Give us a call 1-714-248-5604 or email us info@synerypartnersinc.com
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