Aligning strategy, capital, and governance for lasting value.
Synerra advises institutions on financial and
investment decisions, corporate governance, and sustainability strategy. We help leaders connect these
choices, put them into practice, and build organizations that are resilient over time.
Financial choices shape an institution’s direction. Governance shapes how those choices are
made. Sustainability shapes whether the organization can create value and remain resilient over time.
Synerra brings these considerations together. We work with boards, executives, and
institutions to clarify priorities, strengthen decision-making, and turn strategy into practical action.
Advisory for the decisions that shape institutions.
Synerra is a boutique advisory firm working at the intersection of strategy, capital,
governance, and sustainability.
Our work is guided by a simple belief:
“Lasting value is built through sound strategy, disciplined capital allocation, effective governance, and
people-centered decision-making.”
Our services
Financial Advisory
We help organizations assess financial priorities and strengthen the frameworks that guide financial
decision-making.
Financial planning, budgeting, and forecasting
Financial modeling, valuation, and investment appraisal
Capital structure, financing strategy, and capital raising
Financial governance and decision frameworks
Sustainable finance strategy
Financial risk and resilience considerations
Investment Consulting
We advise institutions and asset owners on investment strategy, governance, and the structures that
support disciplined capital allocation.
Investment strategy and policy frameworks
Strategic asset allocation
Infrastructure and private-market opportunity screening
Investment governance and committee preparation
Due diligence coordination and transaction support
Sustainability considerations in investment decisions
Corporate Governance Advisory
We help boards and leadership teams build governance structures that support accountability, continuity,
and sound decisions.
Board and committee advisory
Governance frameworks and charters
Board effectiveness and decision processes
Family and ownership governance
Succession and institutional continuity
SME board formation, policies, strategy maps, and performance tools
Sustainability Strategy Advisory
We help organizations integrate sustainability into business strategy, governance, finance, and daily
practice.
Sustainability strategy and roadmaps
ESG integration and reporting readiness
Sustainable finance and capital considerations
Stakeholder alignment and organizational change
Impact measurement and resilience planning
Sustainable Infrastructure and Natural Capital Advisory
We advise on infrastructure and natural capital opportunities where investment,
sustainability, regulatory requirements, and community outcomes need to work together.
Infrastructure investment strategy and capital structuring
Sustainable land and forestry project planning
Environmental, social, and governance integration
Community engagement and stakeholder coordination
Implementation monitoring and reporting support
Selected specializations
Practical expertise for complex institutional and project challenges.
01
Infrastructure investment advisory
We support insurers, asset owners, and other institutional investors assessing
infrastructure opportunities, coordinating diligence, preparing investment committee materials, and
navigating applicable approval processes.
We help growing businesses strengthen their financial management and governance structures to support sustainable growth, professionalize decision-making, and build resilient institutions.
We support project planning that connects investment readiness, sustainability goals,
regulatory processes, community considerations, and ongoing monitoring.
Good advice should help leaders make decisions and act on them. Our work is tailored to each
institution, with a clear path from understanding the challenge to supporting implementation.
1
Diagnose
Understand the organization’s context, priorities, governance, and
constraints.
2
Design
Develop strategies, frameworks, and recommendations suited to the
institution’s objectives.
3
Align
Build shared understanding among boards, executives, and key stakeholders.
4
Embed
Support the integration of agreed practices into governance, operations,
and organizational behavior.
5
Measure and adapt
Review progress, assess outcomes, and identify where the approach should
evolve.
Synerra brings together expertise in finance and investments, law and governance, economics and
policy, and organizational psychology. We work across disciplines to help clients address complex
institutional challenges with a connected, practical perspective.
Dexter Agcaoili, MSc.
Capital & Investments
Trusted advisor to boards and executives on capital allocation, ESG integration, and enterprise
governance.
Atty. Claine Avelino
Law & Governance
Expertise in corporate structuring, legal compliance, and sustainability frameworks.
Benjamin Radoc, PhD
Economics & Policy
Expertise in behavioral economics, policy evaluation, and metrics modeling.
M. Suzette Agcaoili, PhD
Organizational Psychology
Expertise in executive team coaching, behavioral modification, and organizational culture change.
A future where institutions and communities thrive
through responsible capital, sound governance, and sustainable growth.
Mission
We advise institutions on strategy, finance and
investment, governance, and sustainability—and help translate sound decisions into resilient performance
and lasting shared value.
Integrity
We act with honesty, independence, and care for the responsibilities
entrusted to us.
Collaboration
We work with clients and stakeholders to develop solutions grounded
in their context and shared objectives.
Stewardship
We consider the long-term consequences of decisions for
institutions, people, and the resources on which they depend.
Curiosity and balance
We examine challenges from multiple perspectives, ask thoughtful
questions, and remain open to evidence and learning.
Engagement
Advisory shaped around your institution’s needs.
Engagements may be project-based, ongoing, or focused on senior-level counsel. We agree on the
scope, desired outcomes, and working approach with each client.
Project-based advisory
Focused work on a defined financial, investment, governance, or sustainability challenge.
Ongoing advisory
Continuing support for leaders and boards as priorities develop and decisions arise.
Executive and board counsel
Confidential senior-level advice for chairs, CEOs, and business leaders navigating important
institutional choices.
Contact
Let’s talk about the decisions your institution is facing.
Whether you are reviewing an investment framework, strengthening governance, setting
financial priorities, or integrating sustainability into strategy, Synerra can help you clarify the
challenge and consider a practical path forward.