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Our Process

Our firm is made up of top buy-side and sell-side analysts, ex-Wall Street salespeople, CEOs from most sectors, private equity CEOs, award-winning technology specialists, IT consultants, and specialists in new-era marketing and advertising that have visited and studied more than two decades researching thousands of small to large-cap companies.

We will at times take a neighborhood business and, using our technology and expertise, help sell their products globally.

chart graphic: synergy consulting process
Sustainable Growth with ESG