Synergy Financial

Synergy Financial Partners, LLC

Founded in 2002 and headquartered in Chicago, Illinois, Synergy Financial is a private equity firm that provides entrepreneurs with financial and business solutions. Synergy Financial assists clients by providing access to growth capital, mezzanine debt and equity private placement financing. The firm has the financial capital and the expertise to add value to business professionals in the following areas:

• Private equity and debt capital procurement; size ranges from $500,0000 to $5,000,000 per project
• Fee-based business consulting to help start-up companies prepare for the funding process
• Business plan drafting
• Due Diligence and forensic accounting
• Private Placement Memorandum development
• Mezzanine financing with maturities ranging from 180 – 545 days
• Access to a network of professionals with strong Board of Directors potential

Synergy Financial’s philosophy is to partner with the best people and empower them with the capital and the resources to build 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 entrepreneur and their company.

David Beazley
Managing Partner

Mr. Beazley is the founder and Managing Partner of Synergy Financial. Prior to launching Synergy, Mr. Beazley worked as an investment advisor for the Advisors Group and Prudential Preferred. In this role he leveraged his knowledge of investments to create strategies with his clients designed to achieve their financial goals. Mr. Beazley was responsible for managing $88 million in assets for his clients prior to establishing Synergy Financial.

Prior to working as an investment advisor, Mr. Beazley began a financial newsletter marketed to high net worth investors and financial services professionals. The publication focused on traditional and nontraditional investment strategies. In addition to developing the newsletter he also served as its author, editor and publisher until its sale to a large media company.

Mr. Beazley also has served as a principal in a Fund of Funds called Milestone Investments, which invested in hedge fund strategies, private companies and real estate development. He has also assisted in the writing and development of more than 40 business plans.

As Managing Partner of Synergy Financial, Mr. Beazley has executed numerous private equity transactions. Developing a true partnership with clients has lead to Synergy’s success in raising more than $80 million for its clients since its formation.

Mr. Beazley has an undergraduate degree and a graduate degree from Northwestern University. Mr. Beazley played for the two time Big Ten Championship Northwestern Wildcats and continues to stay active with the Northwestern Alumni Association.