INVESTMENT STEPS

Our investment process can be condensed into the following key steps:

Step One: Team Building – Once a potential investment opportunity is identified, Synergy works closely with senior management of the company, initially through working groups within the organization. Together, Synergy and the management working team outline viable goals and the milestones that will need to be met in order to achieve a successful closing in the shortest possible time.

Step Two: Due Diligence – Ultimate success in the acquisition process is contingent to a significant degree on the quality of the due diligence process. From on and off-site visits conducted with management team members, to a comprehensive analysis of financial and operating data, to intensive market and peer group research, Synergy’s due diligence process is designed to thoroughly understand a company and its strategy, performance and prospects. Our research serves as a strong foundation for our actions throughout the rest of the investment process and post-acquisition ownership.

Step Three: Valuation and Deal Structure – During due diligence, the Synergy team formulates the following:

• Identification of key issues and opportunities
• Proposed range of values for the acquisition
• Proposed transaction structure
• Proposed timetable to complete the acquisition
• Draft Transaction Documents
• Post-Acquisition Business Plan and Financial Model

Following the closing, and working in partnership with management and other advisors, Synergy Enterprises moves rapidly to initiate the strategic business plans developed earlier in the investment process. The firm works to meet projected operating and financial goals, grow and develop the acquired company’s businesses and achieve a sustainable, value-creating turnaround.