Shamus O'Rourke, co-founder of Cynergy Capital, brings over 25 years of experience at leading global wealth management firms like Merrill Lynch and Morgan Stanley. During his tenure, O'Rourke noticed a significant gap in the market: while these firms have extensive resources for individual wealth management, their ability to assist small and mid-sized business owners with M&A was limited. Investment banking arms at these institutions typically focus on deals exceeding $300 million, leaving many business owners underserved. Recognizing this unmet need, O'Rourke and his team set out to create a firm dedicated to filling the void, specifically for businesses below that threshold.

"We saw an opportunity to offer tailored M&A services for small and mid-sized businesses, where there is a clear demand but very few capable providers," said O'Rourke. "At Cynergy Capital, we are focused on helping these business owners achieve liquidity after years of hard work or assisting them in acquiring another business."

A Customer-Centric Approach

One of the distinguishing factors of Cynergy Capital is their commitment to aligning the firm’s success with client outcomes. Unlike many firms that demand upfront retainers, Cynergy Capital bets on its ability to deliver results. They only collect fees upon the successful closure of a deal, giving business owners peace of mind that the firm is fully invested in their success. "We believe in under-promising and over-delivering," O'Rourke emphasized. "If we don’t achieve the client’s desired outcome, we don’t get paid. We’re willing to bet on ourselves, and that’s a big part of why our clients trust us."

Cynergy Capital also stands out due to its personal, client-centric approach. O'Rourke insists on understanding the personal and professional goals of every business owner they work with. "Building trust is paramount. Before we even talk about the numbers, we get to know our clients on a personal level. If we don’t share common values or can’t fully understand their goals, it may not be a fit. We prioritize those relationships first," O'Rourke explained.

Expanding Industry Presence

In just a few short years, Cynergy Capital has grown from a two-person startup to a dynamic firm with a team of seven and counting. As the company continues to expand, it has become particularly well-known for its expertise in niche industries, including tire & automative, optometry, dental, manufacturing, cybersecurity, and med spas, among others. Their ability to leverage strong industry connections has been key to successfully closing deals, even in complex or specialized sectors.

For example, Cynergy Capital recently facilitated the sale of a Connecticut-based tire shop, navigating industry-specific challenges by utilizing their network of M&A experts in the tire retail space. This success, O'Rourke notes, speaks to the firm's adaptability and dedication to getting deals done, regardless of the industry.

As Cynergy Capital continues to grow, the company remains committed to its core principles: delivering personalized service, acting with integrity, and providing expertise that ensures business owners get the results they deserve. With expansion plans on the horizon, including doubling their staff in the next year, the future looks bright for Cynergy Capital Partners and the businesses they represent.

Expanding Beyond the Tri-State Region

O'Rourke and his team are poised to make an even greater impact on the Connecticut business landscape and beyond, helping more entrepreneurs successfully navigate the complexities of buying or selling a business. As Cynergy Capital grows, they remain dedicated to providing the hands-on, personal approach that has been a hallmark of their early successes.

"Our goal is to continue building trust and delivering for business owners," O'Rourke said. "Whether you're looking to sell a business or acquire one, we’ll be with you every step of the way."