At Sygnus, we are committed to supporting business growth and wealth preservation, with a particular focus on the lower-middle market and family-owned enterprises. Our advisory services—spanning mergers and acquisitions (M&A), business valuation, and debt and transaction advisory—are designed to address the complex needs of business owners navigating ownership transitions, company sales, acquisitions, and long-term planning.
Advisory Services
Focused Financial Advisory for Growth, Transition, and Legacy
Our Offerings
Business Valuation
We provide objective and well-supported business valuations to assist with a range of needs, including ownership transitions, transactions, partnership arrangements, and estate planning.
Mergers & Acquisitions Advisory
Our team supports clients throughout the M&A process—whether acquiring, divesting, or selling a business—by offering financial analysis, transaction structuring, and execution support aligned with strategic priorities.
Debt & Transaction Advisory
We advise on capital structure and transaction planning, helping businesses evaluate financing options, manage debt, and navigate transactions with a focus on long-term financial sustainability.
Why Sygnus?
Specialized Expertise in Alternative Investments
With deep experience in alternative investments and financial advisory, Sygnus is well-positioned to guide business owners through complex transactions with clarity and precision.
Tailored Support for Family-Owned Businesses
We understand the dynamics of closely held and family-run enterprises. Our solutions are designed to align with your long-term goals while supporting legacy planning and sustainable growth.
Tailored Support for Family-Owned Businesses
We understand the dynamics of closely held and family-run enterprises. Our solutions are designed to align with your long-term goals while supporting legacy planning and sustainable growth.
Focused on the Lower-Middle Market
Our advisory practice is purpose-built to serve the specific needs of lower-middle market companies—offering the experience, agility, and strategic insight required to navigate critical financial decisions.
Ready to take the next step?
Connect with Sygnus to learn how our advisory expertise can support your business and financial objectives.