The force that creates alignment and clarity from complexity.
Clarity from Complexity
Trusted advice. Direct access. Clarity when it matters most.
Our Mission
Advice can be outsourced, but relationships cannot.
We provide advisory and capital solutions to founders, operators, and the capital partners who stand beside them. We advise on complex, high-stakes situations. We deliver access to opportunities as unique as the relationships that produce them.
We meet our clients where they are. We measure ourselves by a single standard: the outcomes we help create.
Your Goals. Our Focus.
Syntropy Capital Advisors
Strategic advisory and capital solutions for founders and operators navigating growth, transition, and liquidity.
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Syntropy Private Capital
Tailored private capital solutions for partners seeking opportunities that align with their objectives.
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Exceptional outcomes start with a single conversation.
Independent. Driven. Accountable.Every decision we make begins and ends with our clients.
Our Team
Jeff Whitlow
Co-Founder & Managing Partner
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Phoebe Park
Co-Founder & Managing Partner
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Schuyler Shigemura
Co-Founder & Managing Partner
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Our Values
Commitment
When we say something, we stand behind it. Reputation is built by honoring our word.
Partnership
We believe collaborative relationships power everything we do.
Results
We set a high bar and hold ourselves accountable to outcomes.
Resilience
When challenges arise, we stand beside you. We adapt, we persevere, and we find a way forward.
Integrity
We hold an unwavering expectation for honesty and transparency — with our clients, our partners, and one another.
We exist for the moments that define your business.
What We Do
We advise founders and operators through the strategic decisions and transactions that shape the future of their businesses. Whether you are exploring a sale, recapitalization, partnership, succession, or growth strategy — we bring clarity to complex situations and structure solutions around your goals.
When you've identified an opportunity but need execution support, we serve as an extension of your team — creating efficiency, while allowing you to remain focused on your business.
When you're not sure of your next step, we serve as a strategic partner to help you evaluate your options and move forward with confidence.
Our Capabilities
Sell-Side M&A
Full-service sell-side advisory from preparation through close, structured to accomplish your objectives.
Buy-Side M&A
Sourcing, evaluation, and execution support for businesses pursuing strategic growth through acquisition.
Growth Capital Advisory
Strategic guidance on raising capital to grow your business, whether through equity, debt, or hybrid structures.
Recapitalizations
Capital structure advisory for owners seeking partial liquidity or balance sheet optimization.
Strategic Partnerships
Identifying and structuring partnerships, joint ventures, and strategic alliances that accelerate your objectives.
Succession Planning
Advisory for businesses planning ownership transitions — whether to the next generation, management, or an external party.
How We Work
We start by listening. Every engagement begins with understanding your objectives. We take the time to understand the full picture before recommending a path forward.
We are direct and transparent. We measure ourselves by one thing: whether we help our clients achieve their objectives.
Curated Access.
Expanded Reach.
What We Offer
We identify, evaluate, and structure direct private investment opportunities for partners who value purposeful alignment. Our work begins long before an opportunity is presented — rooted in ongoing relationships with both the capital partners we serve and the operators we believe in.
Our involvement is shaped by what each situation requires — from initial evaluation through ongoing oversight.
For partners who want to think beyond their current approach, we also work collaboratively to develop perspectives on new sectors, structures, or investment theses — drawing from what we observe across a relationship network built on discretion and trust.
Our Capabilities
Majority & Minority Equity
Secondaries
Credit Opportunities
How We Work
We take the time to understand how you deploy capital — your theses, your criteria, and your objectives.
We work to complement your process, not compete with it.
Alignment is not a talking point. It is how we operate.
Let's talk.
Whether you are a founder exploring your next step or a capital partner seeking access to opportunities, we welcome the conversation.
We bring deep transaction expertise to companies across multiple industries
Who We Serve
We work across industries with founders, operators, and investors at pivotal moments of growth, transition, or succession. Drawing on deep experience across public and private transactions, we help clients evaluate alternatives, develop the right structure, and execute with discipline to optimize outcomes.
Our coverage model allows us to focus on the situations where we can be most valuable: complex decisions, capital events, and strategic transactions where clear advice, execution, and domain expertise can meaningfully shape the outcome.
Our Experience
Professional Services
Financial Services
Industrials & Manufacturing
Healthcare & Healthcare Services
Distribution
Business Services
Food & Beverage
Tech-Enabled Services
Real Estate
Media & Entertainment
Consumer Products & Services
Retail
Featured Sector
RIAs & Wealth Management
We have deep experience advising registered investment advisers and wealth management firms across their most transformative decisions, including acquisitions, growth strategies, succession, and the sale of their firms.
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Advisors to the advisors
We help registered investment advisers and wealth management firms navigate M&A, succession, and capital, with the experience, preparation, and market knowledge these decisions demand.
Where It Starts
We help firms assess the questions that matter most
Exit Maximization
“I want to maximize exit valuation. What do I need to do now?”
Inbound Interest
“I’m getting a lot of inbound calls from buyers. How do I compare my options?”
M&A Opportunities
“Should I consider a merger, or become a buyer?”
Future Growth
“How do I best position my firm for future growth, and how do I fund it?”
Personal Wealth
“I’m not ready to retire, but should I be taking some chips off the table?”
Succession
“How do I structure an effective internal succession plan?”
Staying Competitive
“So many firms are consolidating. Do I have the talent, tech, and capabilities to keep up?”
Firm Culture
“Culture matters to me. How do I plan for the future while preserving legacy?”
Our Approach
Advice built on your objectives
Every engagement starts with your objectives, the foundation for everything that follows. We help shape the path and execute alongside you.
01
Define
We listen first and offer perspective, building a clear understanding of your objectives before any plan takes shape.
02
Develop
We translate your objectives into a tailored path forward, with a framework to assess your options.
03
Deliver
We drive the outcome as an extension of your team, with your objectives at the core throughout.
Where You Fit
Your path is our focus
Our Process
We focus on understanding your goals and objectives. We begin with education, so you have a clear view of the market and your options.
Your Journey
We are your partner. We sift through the noise to find the best outcome for you.
Expand via acquisition across geography, services, platform, and talent
Structure next-gen equity buy-in to align incentives
Secure third-party debt or minority equity to invest in the future
Partner with a majority investor to reach scale
Prepare for a sale through a formal, competitive process
Exit to an identified buyer with the right structuring and support
Build an internal buy-in with a clearly defined glidepath
Preserve culture and legacy through the transition
Where We Engage
Focused on the outcome that’s right for you
Company Sale
Founders exploring a full sale of the firm.
Partial Liquidity
Taking chips off the table without giving up control.
Funding Growth
Capital to scale, expand, or fund strategic initiatives.
