Synesis Advisors
Synesis Advisors identifies itself as a business brokerage and lower-middle-market M&A advisory firm serving privately held businesses. Its disclosed services cover seller-side valuation, marketing, buyer screening, negotiation, project management, and transition planning, as well as buyer-side acquisition planning and financing guidance.
What stands out about Synesis Advisors
Synesis Advisors publicly presents a full-process intermediary model for privately held business sales and acquisitions. Matt Cohen's official biography identifies completed transactions across multiple sectors, while his CABB profile lists additional specialties. The cited CABB profile, About page, seller overview page, and Team page do not respectively establish a firm-wide revenue threshold, broader geographic territory, fee schedule, or named recent transaction history.[1][2][3][4][5][6][7]
What does Synesis Advisors do?
Synesis Advisors, Inc. identifies itself as a business brokerage and lower-middle-market M&A advisory firm focused on the purchase and sale of privately held businesses that are underserved by traditional investment banks.
The firm describes a high-touch, client-centric methodology emphasizing transparency, communication, organized processes, and multidisciplinary transaction support.[1][2]
Seller-side services include valuation and deal-structure guidance, offering-memorandum preparation, go-to-market strategy, buyer screening, deal negotiation, project management, and business-transition planning.
Buyer-side services include acquisition-search planning, marketplace education, deal-financing guidance, negotiation support, project management, and transition assistance.[3][4]
Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
What should a business owner evaluate before hiring Synesis Advisors?
Owners evaluating Synesis can clarify how the firm’s disclosed services would apply to the company’s sector, geography, size, and transaction objectives. The public process indicates support spanning valuation, confidential marketing, buyer screening, negotiation, project management, and transition planning.
Owners should also request current fee economics, exclusivity, termination, and tail provisions; confirm whether the $2 million-$25 million revenue range applies firm-wide or primarily to Matt Cohen’s practice; ask for comparable transactions by sector, geography, revenue, and EBITDA; and verify BRE# 01999173 directly with the California Department of Real Estate.[3][6][7][8][9]
Can Synesis provide recent comparable transactions by sector, geography, revenue, and EBITDA
Does the $2 million-$25 million revenue range apply across Synesis Advisors engagements or primarily to Matt Cohen's practice
What are the current fee economics, exclusivity terms, termination provisions, and tail provisions
What size transactions does Synesis Advisors handle?
The official About page states that more than 40 combined years of financial, transaction, and marketing experience have led to the sale of over 100 companies. Matt Cohen’s official biography separately states that he has successfully closed over 100 transactions.[2][5]
Synesis describes support for privately held business sales and acquisitions. Its stated seller-side work includes valuation, offering materials, go-to-market strategy, buyer screening, negotiation, project management, and transition planning; its buyer-side work includes acquisition-search planning, financing guidance, negotiation, project management, and transition assistance.[2][3][4]
Matt Cohen’s official firm biography identifies completed transactions in Business Services, Health Care, Automotive, Technology, Internet, Retail, Import, Distribution, and other industries. A California Association of Business Brokers profile additionally identifies manufacturing, distribution, B2B services including MSPs and staffing, property management, and various licensed trades as areas in which Matt Cohen specializes.
The cited official About page identifies a San Francisco office but does not state a broader geographic service territory or state-by-state coverage area.[2][5][6]
What does Synesis Advisors publicly disclose about fees and engagement terms?
The cited official Team page reports over 100 completed transactions but does not identify individual transaction names or transaction dates.
The cited official seller overview page does not publish fee percentages, minimum fees, exclusivity terms, termination provisions, or transaction-value thresholds. The cited CABB profile publishes Matt Cohen’s $2 million-$25 million revenue range but does not state that the range is a firm-wide mandate for all Synesis Advisors engagements.[3][5][6]
The firm’s official website identifies the legal operating name as Synesis Advisors, Inc. and displays BRE# 01999173.
The cited California Department of Real Estate service page explains how to verify a California real-estate license but does not establish the current license status of Synesis Advisors, Inc. Direct lookup of BRE# 01999173 is required before reliance.[1][7]
Synesis states that it markets seller opportunities through online advertisements, direct mail, email, telemarketing, and strategic outreach. It also states that prospective buyers are screened before information is released.
The firm’s needs-assessment process considers the seller’s desired price, speed, cash at close, transition willingness, and cultural fit with prospective buyers.[8][9]
Questions to ask before hiring Synesis Advisors
Can Synesis provide recent comparable transactions by sector, geography, revenue, and EBITDA?
Does the $2 million-$25 million revenue range apply across Synesis Advisors engagements or primarily to Matt Cohen's practice?
What are the current fee economics, exclusivity terms, termination provisions, and tail provisions?
How does Synesis qualify prospective buyers and protect confidential information during its marketing process?
Should the engagement be understood as business brokerage, M&A advisory, or a real-estate-licensed activity?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Industry / market focus
- Public disclosure information
- Public Process
- Public Process
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
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