SAN DIEGO, CA – Synergy One Lending, Inc., a leading independent, technology-enabled specialty finance company based in San Diego, CA, announced it completed a $50.0 million corporate note financing with a consortium of institutional investors. The Company intends to accelerate its investment in the growth of its distributed retail and consumer direct channels, technology and partnership development, as well as its servicing portfolio.

Brean Capital, LLC served as the Company’s Exclusive Financial Advisor and Placement Agent in connection with the transaction.

“Our ability to access the capital markets in this favorable environment provides tremendous lift as Synergy One continues to evolve and thrive,” said Steve Majerus, CEO. “This bolsters our balance sheet at very attractive terms while allowing us to refine and improve our platform at a quicker pace,” Majerus said.  

Synergy One has grown over 500% in the past four years and the Company executed a management buyout, led by its current leadership team, in April of 2020.

Synergy One President, Aaron Nemec, added, “We are humbled, grateful and excited that our recipe of empowerment, cutting edge technology and a fully transparent culture has differentiated us in the industry.” Nemec then added “We have been fortunate to attract some of the industry’s top talent and we believe we can accelerate that growth with this capital raise. We will continue to provide our team and our clients with the right technology at the right time to create a lending process that is consistent and memorable for all the right reasons.”

Synergy One Lending, based in San Diego, CA, is a leading independent, technology-enabled specialty finance company.  In addition to expanding its home mortgage presence, the Company has a particular focus on leveraging consumer permissioned data in presenting clients with solutions across multiple loan products. Synergy One is currently licensed in 43 states and has Operational HUBS in Boise, ID, Denver, CO and Dallas, TX. To learn more about Synergy One, visit:

Brean Capital’s Investment Banking Group is dedicated to helping its clients achieve their strategic and financial goals. For more than 40 years, the Firm has specialized in providing capital raising, M&A and financial advisory services to middle market businesses. Throughout its history, Brean Capital has established a track record of providing its clients with deep market knowledge, commitment and experience to ensure a successful transaction. For more information, please visit:

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Interested to learn more and see how Brean Capital can help your business? Contact the team below:

Executive Managing Director
(212) 702-6532

Managing Director
(415) 275-5639

(212) 702-6544

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