About

Founded in 2002 and headquartered in Chicago, Illinois, Synergy Financial Partners is a private capital and consulting firm, providing entrepreneurs, private equity professionals, and family offices with financial and business solutions. Synergy Financial assists clients by providing access to growth capital, convertible debt, and equity private placement financing as well as M & A services.

Synergy Financial's mission is to partner with the best people and empower them with the capital and resources to build and at the right point exit successful businesses. A client of Synergy Financial has a true partner that will not only help with the short-term growth of the business but also the long-term success of the operator and their company. This value will not only come in the form of financial capital but also a wealth of knowledge and a network of professionals to assist the operator and their management team.

Synergy Financial Infographic

Philosophy

One of Synergy Financial’s core principles is to develop successful partnerships by utilizing our proprietary “1+1=3” philosophy. Our ability to bring together the best investments with the best investors provides each group the opportunity to bring their unique talents to the partnership for the synergistic benefit of all parties. It is this value that distinguishes us from other financial firms that are transaction focused as opposed to partnership focused like Synergy Financial. Allow us to put our significant business and financial expertise together with yours to develop a partnership that will build tremendous value for all parties.

Our focus remains on opportunities to invest with companies, PE firms and families in promising industry sectors and to work in partnership with successful people and businesses. We seek experienced GPs, operators, and entrepreneurs who have a solid understanding of their business and industry as well as track records of building shareholder value. Our partner will be able to clearly describe how their entry, or continued involvement in a market, will allow them to capture market share through superior products or services as compared to their competitors.

For Operators

With Synergy Financial, GPs, operators, and entrepreneurs benefit from a partner that commits more of themselves, our growth-focused expertise and our financial and operational diligence into your company. We have a deep bench of cycle-tested, experienced partners with a long-term vision that incorporates their financial strength and creativity, deep industry relationships and an entrepreneurial mindset at every stage of a company's lifecycle.

As a partner Synergy Financial will assist the management team in the preparation necessary to raise capital or exit a business. We will discuss and develop the business model and company strategy, financial results and the investment opportunity. We will also advise on the optimal capital structure, funding needs or exit price for the business and assist in developing a business plan and materials for potential investors or acquirers.

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Investors

For Investors

By utilizing our financial and business expertise as well as our extensive professional network, we will be able to deliver opportunities for investors with the goal to realize above average returns on their investment dollars. Whether you are a successful business leader looking to assist a growth-stage company with capital and business know-how; or an investor seeking to take advantage of opportunities in tech-enabled businesses, energy or real estate deals; or an entity seeking to bolt on additional business units or acquire cash flowing companies; Synergy Financial can become a key partner in achieving your investment goals.

Synergy Financial has a vibrant network of professional relationships that yield a substantial number of attractive investment opportunities. Our expertise is centered on analyzing investment opportunities from early-stage growth companies to mature businesses and private equity funds. We bring only the best opportunities to our investors.

Selected Portfolio

Synergy Financial has executed on a variety of capital and consulting partnerships, from raising equity for a Nashville-based fintech company to a private placement for an Austin-based PE firm. Here is a list of selected Synergy Financial Partnerships.

Partners for Achievement

Cielo

Framework Communications

earlybird

Backspace

Fuel

Sock Fancy

Strongbark

Looplio Lost Arts Inesque Happenstance FV Go Gig Jammber

David Beazley

Founding Partner

David Beazley
As the head of Private Placements, Venture Capital and M & A, Mr. Beazley focuses on deal structure, market terms and capital procurement for tech-enabled businesses, private equity funds, and deal by deal transactions in real estate and oil and gas.

Over the course of his career, Mr. Beazley has played a leading role in virtually every aspect of the private equity investment cycle - structuring transactions as an independent sponsor, improving operations as a consultant, leading management teams as a CEO, evaluating opportunities as a direct investor and family office advisor, and selling companies as a licensed business broker. He brought these experiences to bear in founding Synergy Financial Partners. Mr. Beazley's rare combination of operational and investment experience allow him to drive real value creation in complex private equity portfolios, especially growth-stage, tech-enabled businesses, energy and real estate deals.

Mr. Beazley's unique ability to bring intellectual and social capital to every deal, help effectuate positive outcomes for the more than $200 million of cash capital deployed since Synergy Financial's inception. Mr. Beazley serves on the board of numerous portfolio companies and was a capital procurement and tactical partner at two Texas-based Private Equity Firms, where he also helped create a comprehensive strategy for currently distressed small-cap oil and gas producers.

Prior to founding Synergy Financial, Mr. Beazley started his career as a professional investment advisor where he held series 7 and 66 licenses and managed millions in assets for his clients. He continues to hold Series 82 and 63 registered representative licenses.

Mr. Beazley has an undergraduate and graduate degree from Northwestern University. Mr. Beazley played for the two-time Big Ten Championship Northwestern Wildcats Football Team and continues to stay active with the university. He currently serves on the NUvention and Kellogg Entrepreneurial Center Advisory Boards, as well as career mentoring for graduating players.

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Aaron Latham

Partner

Aaron Latham
Working at the intersection of technology and entrepreneurship is Mr. Latham's personal passion. As Managing Director of Synergy Financial, Mr. Latham leads the firm's long-term vision. Although he shares responsibility for the day-to-day operations of the firm, he still takes a hands-on approach to working with all clients. Mr. Latham focuses on helping all portfolio companies and firms integrate best practices, as well as advising on their tactical, operational, execution and growth strategies.

A prolific growth-stage venture investor himself and self-taught financial engineer, Mr. Latham works in parallel to manage risk for the firm, while unlocking and increasing value with every partnership. With an extensive professional network, Mr. Latham focuses on deal and capital origination, advisory-board procurement as well as advancing all initiatives across the firm.

Prior to joining Synergy Financial, Mr. Latham started his career clerking in the trading pits of the Chicago Board Options Exchange. After graduating Wabash College with a bachelor's degree in Economics, he pursued his entrepreneurial spirit operating and investing in the Oil & Gas Industry. Throughout his career in the energy space, Mr. Latham has held various leadership positions within mid- and large-cap companies and has been involved in corporate acquisitions and divestitures of more than $1B in assets.

Previously Mr. Latham co-founded A.J. Tiger Ventures, a private equity investment firm focused on balancing economics, instincts, pragmatism and creativity in the startup industry. He currently serves as a Director of Framework Communications, Advisory Board for Lost Arts and continues to give back by advising first-time entrepreneurs through programs like True Mentors, among others.

Background

Chicago Office