A Trusted Approach.

Transactional Advisory, Operational Support, & Growth Capital

A Trusted Approach.

Transactional Advisory, Operational Support, & Growth Capital

Synergy Ventures brings together a team of experts to assist our portfolio clients every need. We are anchored in a culture of integrity, diversity, and respect for each other. We are committed to the highest standards of business conduct and company principles.

With over $100 million in recent transaction value since 2018, our leadership team is focused on advancing the world of healthcare and technology, and empowering our team to deliver the highest impact and value to our clients.

Synergy Ventures brings together a team of experts to assist our portfolio clients every need. We are anchored in a culture of integrity, diversity, and respect for each other. We are committed to the highest standards of business conduct and company principles.

With over $100 million in recent transaction value since 2018, our leadership team is focused on advancing the world of healthcare and technology, and empowering our team to deliver the highest impact and value to our clients.

Financial Clarity leads to accelerated growth.

Synergy Ventures is a full-service strategic, financial, and M&A Advisory firm. Through management strategy and financial analysis, we help scale and sell medical aesthetic and ophthalmology practices. Our trusted approach will help propel your business forward.

Financial Clarity leads to accelerated growth.

Synergy Ventures is a full-service strategic, financial, and M&A Advisory firm. Through management strategy and financial analysis, we help scale and sell medical aesthetic and ophthalmology practices. Our trusted approach will help propel your business forward.

Our Services

 

What We Do

Transactional Advisory

At Synergy Ventures, we provide comprehensive, custom solutions for every client’s unique situation. Our goal is to maximize value for your business with the most favorable financial terms available. The Synergy Ventures team brings unparalleled industry knowledge and financial expertise, ensuring that every client can maximize their value and capitalize on the specific opportunities in their market.

Operational Support

At Synergy Ventures, we understand the challenges and risks of scaling and growing an already successful business. We understand that operational excellence is vital for gaining and sustaining a competitive advantage. Synergy Ventures helps clients unlock value from every aspect of their operations.

Growth Capital

Accelerate your growth and value creation. Synergy Ventures provides seed capital through growth equity investments and provides the strategic resources that every great company needs. Whether you are a founder looking to accelerate your idea to market or a tenured business owner, Synergy Ventures can help you scale fast and build a highly efficient operation ready to dominate your market.

Our Services

 

What We Do

Transactional Advisory

At Synergy Ventures, we provide comprehensive, custom solutions for every client’s unique situation. Our goal is to maximize value for your business with the most favorable financial terms available. The Synergy Ventures team brings unparalleled industry knowledge and financial expertise, ensuring that every client can maximize their value and capitalize on the specific opportunities in their market.

Operational Support

At Synergy Ventures, we understand the challenges and risks of scaling and growing an already successful business. We understand that operational excellence is vital for gaining and sustaining a competitive advantage. Synergy Ventures helps clients unlock value from every aspect of their operations.

Growth Capital

Accelerate your growth and value creation. Synergy Ventures provides seed capital through growth equity investments and provides the strategic resources that every great company needs. Whether you are a founder looking to accelerate your idea to market or a tenured business owner, Synergy Ventures can help you scale fast and build a highly efficient operation ready to dominate your market.

Who We Serve

Spacious exam room with state-of-the-art medical technology.

Medical Aesthetic Practices

We help our medical aesthetics clients identify the right growth models and opportunities to carry out their visions.

Eye chart initially appears blurry, but letters L, C, E, and P become clear when viewed through corrective lenses inserted into the image

Ophthalmology Practices

As experts in the industries we serve, we work alongside owners of ophthalmology practices to elevate and optimize every facet of their business.

The Synergy Ventures Approach to Growth

Synergy’s comprehensive Growth Readiness Assessment (GRA) looks at your business from multiple perspectives to identify potential barriers and opportunities to scale to the next level and beyond. During the Discovery Phase, we interview key personnel and collect and analyze data across several areas of your business to assess the current state. In the Analysis Phase, we identify key strategic, financial, and operational areas for improvement. Finally, in the Implementation Phase, we provide a high-level action plan to improve performance in the key areas and help guide you through the first 90 days.

The Synergy Ventures Approach to Growth

Synergy’s comprehensive Growth Readiness Assessment (GRA) looks at your business from multiple perspectives to identify potential barriers and opportunities to scale to the next level and beyond. During the Discovery Phase, we interview key personnel and collect and analyze data across several areas of your business to assess the current state. In the Analysis Phase, we identify key strategic, financial, and operational areas for improvement. Finally, in the Implementation Phase, we provide a high-level action plan to improve performance in the key areas and help guide you through the first 90 days.

Why Choose Us

The numbers guide our strategy. Let them guide your
choice in a financial partner.

GoogleGoogleGoogleGoogleGoogle
“Synergy has been a great partner to us over the years. Through the continuing education opportunities for our injectors via in house hands on training and virtual learning as well. Synergy has always been extremely attentive to our needs and consistently helping us to find ways to continue to grow our business. This is by far one of the best partnerships our Medical Spa has had over the years!” Amanda Neher Vice President of Operations SkinCareLabs LLC, Rajeunir Medical Spa
May 2, 2024.
GoogleGoogleGoogleGoogleGoogle
"With the support from Synergy we have been able to take our practice to the next level! We have been successful year after year due to the amazing support we receive from Synergy! We cannot wait to grow more with the Synergy team this year!" Team Clarebella Aesthetics
May 2, 2024.
GoogleGoogleGoogleGoogleGoogle
“I had the benefit to work with John Blanck for 15 years in his capacity as SVP of Operations over our surgery center. During that time, John was instrumental in our growth, whether it be with operational optimization, revenue cycle improvements, working with the administrator and staff, physician recruitment or adding new specialties, John delivered. He was first and foremost a physician advocate and was integral to the relocation of our surgery center into a beautiful new 4 operating room facility. He also helped recruit and syndicated new physicians.” Nader Iskander, MD, FACS President & Medical Director San Antonio Eye Specialists
May 2, 2024.
GoogleGoogleGoogleGoogleGoogle
“I had the pleasure of working with John Blanck for over 15 years in his capacity as SVP of Operations at American Surgery Center in San Antonio, Texas. John was instrumental in growing our surgery center partnership, addressing physician needs, streamlining operations as well as general management. Through his experience and dedication we have become one of the leading ophthalmic ASC's in the southern region. John's leadership ultimately resulted in construction of a state of the art 4 room surgical facility that has enabled our partnership to attract new physicians, increase revenue and maintain the highest standard of care Integrity, knowledge, experience and dedication all describe my impressions of John Blanck as a business partner" John Kozlovsky KDW Eye Consultants
May 2, 2024.
GoogleGoogleGoogleGoogleGoogle
"Synergy has played a pivotal role in propelling the growth of my business. Our dedicated representative has provided us with exceptional support throughout our journey. Synergy consistently surpasses expectations and goes the extra mile to cater to the unique needs of our Med Spa, making them an invaluable partner in our success." Laura Murff Luminare  
May 10, 2024.
GoogleGoogleGoogleGoogleGoogle
"As the business manager of a thriving med spa practice, I interact with a variety of vendors daily. For the last 5 years, we have received exemplary service from Synergy's staff. Synergy is a pleasure to work with and finds innovative ways to add value to our practice. I highly recommend the team at Synergy." Paige Lai Associated Plastic Surgeons & Med Spa
May 10, 2024.
GoogleGoogleGoogleGoogleGoogle
"Working with Synergy has been an absolute pleasure. Their commitment to excellence and professionalism is unparalleled. From the moment we started collaborating, it was clear that they were dedicated to achieving our shared goals. Synergy's proactive approach, attention to detail, and ability to think creatively have been instrumental in the success of our partnership. Synergy is not only reliable, but also a trusted ally in navigating any challenges that arise. I wholeheartedly am grateful for having the pleasure of getting to know and working with Synergy." Bare Skin Aesthetics
May 10, 2024.
GoogleGoogleGoogleGoogleGoogle
"Practicing medicine and the business of healthcare are truly intersecting. Utilizing Synergy Ventures for a variety of Advisory Services including the successful sale of my practice and Ambulatory Surgery Center was a tremendous benefit for me and my team at Southwest Eye." Kurt Weir, MD
June 26, 2024.
GoogleGoogleGoogleGoogleGoogle
"For the past three years I have worked with Rob Messerli, CFO of Synergy Ventures, as an outsourced CFO.  He assists with my business’ financial analysis, coordination with accountants, yearly budgeting, cash flow forecasting as well as marketing & growth recommendations.  My medical practice was stagnant for several years prior to working with Synergy, one of the smartest business decisions I ever made was brining on Synergy Ventures to assist with my businesses financial health.  Receiving timely updated monthly reporting statements has allowed myself to make the best business decisions based off concrete data.  I am thrilled with the services I have received thus far and plan to continue this relationship.  Praises all around for Rob & team." Dr. Amber Botros Owner/Medical Director Plaza Aesthetics & Wellness
June 26, 2024.

Why Choose Us

The numbers guide our strategy. Let them guide your choice in a financial partner.

GoogleGoogleGoogleGoogleGoogle
“Synergy has been a great partner to us over the years. Through the continuing education opportunities for our injectors via in house hands on training and virtual learning as well. Synergy has always been extremely attentive to our needs and consistently helping us to find ways to continue to grow our business. This is by far one of the best partnerships our Medical Spa has had over the years!” Amanda Neher Vice President of Operations SkinCareLabs LLC, Rajeunir Medical Spa
May 2, 2024.
GoogleGoogleGoogleGoogleGoogle
"With the support from Synergy we have been able to take our practice to the next level! We have been successful year after year due to the amazing support we receive from Synergy! We cannot wait to grow more with the Synergy team this year!" Team Clarebella Aesthetics
May 2, 2024.
GoogleGoogleGoogleGoogleGoogle
“I had the benefit to work with John Blanck for 15 years in his capacity as SVP of Operations over our surgery center. During that time, John was instrumental in our growth, whether it be with operational optimization, revenue cycle improvements, working with the administrator and staff, physician recruitment or adding new specialties, John delivered. He was first and foremost a physician advocate and was integral to the relocation of our surgery center into a beautiful new 4 operating room facility. He also helped recruit and syndicated new physicians.” Nader Iskander, MD, FACS President & Medical Director San Antonio Eye Specialists
May 2, 2024.
GoogleGoogleGoogleGoogleGoogle
“I had the pleasure of working with John Blanck for over 15 years in his capacity as SVP of Operations at American Surgery Center in San Antonio, Texas. John was instrumental in growing our surgery center partnership, addressing physician needs, streamlining operations as well as general management. Through his experience and dedication we have become one of the leading ophthalmic ASC's in the southern region. John's leadership ultimately resulted in construction of a state of the art 4 room surgical facility that has enabled our partnership to attract new physicians, increase revenue and maintain the highest standard of care Integrity, knowledge, experience and dedication all describe my impressions of John Blanck as a business partner" John Kozlovsky KDW Eye Consultants
May 2, 2024.
GoogleGoogleGoogleGoogleGoogle
"Synergy has played a pivotal role in propelling the growth of my business. Our dedicated representative has provided us with exceptional support throughout our journey. Synergy consistently surpasses expectations and goes the extra mile to cater to the unique needs of our Med Spa, making them an invaluable partner in our success." Laura Murff Luminare  
May 10, 2024.
GoogleGoogleGoogleGoogleGoogle
"As the business manager of a thriving med spa practice, I interact with a variety of vendors daily. For the last 5 years, we have received exemplary service from Synergy's staff. Synergy is a pleasure to work with and finds innovative ways to add value to our practice. I highly recommend the team at Synergy." Paige Lai Associated Plastic Surgeons & Med Spa
May 10, 2024.
GoogleGoogleGoogleGoogleGoogle
"Working with Synergy has been an absolute pleasure. Their commitment to excellence and professionalism is unparalleled. From the moment we started collaborating, it was clear that they were dedicated to achieving our shared goals. Synergy's proactive approach, attention to detail, and ability to think creatively have been instrumental in the success of our partnership. Synergy is not only reliable, but also a trusted ally in navigating any challenges that arise. I wholeheartedly am grateful for having the pleasure of getting to know and working with Synergy." Bare Skin Aesthetics
May 10, 2024.
GoogleGoogleGoogleGoogleGoogle
"Practicing medicine and the business of healthcare are truly intersecting. Utilizing Synergy Ventures for a variety of Advisory Services including the successful sale of my practice and Ambulatory Surgery Center was a tremendous benefit for me and my team at Southwest Eye." Kurt Weir, MD
June 26, 2024.
GoogleGoogleGoogleGoogleGoogle
"For the past three years I have worked with Rob Messerli, CFO of Synergy Ventures, as an outsourced CFO.  He assists with my business’ financial analysis, coordination with accountants, yearly budgeting, cash flow forecasting as well as marketing & growth recommendations.  My medical practice was stagnant for several years prior to working with Synergy, one of the smartest business decisions I ever made was brining on Synergy Ventures to assist with my businesses financial health.  Receiving timely updated monthly reporting statements has allowed myself to make the best business decisions based off concrete data.  I am thrilled with the services I have received thus far and plan to continue this relationship.  Praises all around for Rob & team." Dr. Amber Botros Owner/Medical Director Plaza Aesthetics & Wellness
June 26, 2024.

Expertise

Synergy Knowledge Base

Blog — April 25, 2023

Tips for Purchasing Capital Devices For Your Medical Spa

Blog — April 25, 2023

How To Build A Budget For Your Medical Aesthetics Practice

Blog — March 27, 2023

How To Set Effective Goals For Your Medical Aesthetics Practice

Expertise

 

Synergy Knowledge Base

Blog — April 25, 2023

Tips for Purchasing Capital Devices For Your Medical Spa

Blog — April 25, 2023

How To Build A Budget For Your Medical Aesthetics Practice

Blog — March 27, 2023

How To Set Effective Goals For Your Medical Aesthetics Practice