What Synergy Technical does

Synergy Technical, LLC is a US-based Microsoft-focused IT consulting and managed services firm founded in November 2011 and headquartered in Richmond, Virginia, with a second office in Raleigh, North Carolina. The company positions itself as a Microsoft Cloud Solutions Partner, FastTrack Ready Partner, and Direct Bill partner, holding advanced designations including Copilot Advanced Specialization, Data Security Specialization, and Support Services Designation. It delivers IT cloud consulting, licensing advisory, and managed services exclusively on the Microsoft technology stack, spanning Microsoft 365 productivity, Azure infrastructure (Virtual Desktop, Backup, Migrate, Site Recovery), Windows 365, security solutions (Defender, Entra, Purview, Sentinel, Security Copilot), and AI offerings (Microsoft 365 Copilot, Copilot Studio, Copilot Chat). The company reports deploying more than 20 million seats across customers in all 50 US states and over 70 countries, and is recognized as a Top 10 Microsoft Licensing Partner and one of 25 Nationally Managed Microsoft Partners.

The firm's revenue model combines three streams: managed IT services (ongoing support, device and security management, infrastructure), professional/consulting services (IT assessments, cloud migration, M&A IT integration, security workshops, AI strategy), and Microsoft CSP licensing advisory (Direct Bill licensing optimization). Pricing is quote-based and not publicly disclosed. Synergy Technical targets enterprise and mid-market customers as the primary segments, with a secondary SMB segment, plus specific vertical motion into nonprofits (via Microsoft Tech for Social Impact and Nonprofit Tech Acceleration) and sports/entertainment (Richmond Flying Squirrels). Distribution is primarily through direct enterprise field sales and inside sales, augmented by the Microsoft partner channel and co-sell motions.

Leadership is founder-led, with Rohana Meade as President & CEO (Forbes Technology Council member since 2021) and a commercial team including Dan Finn (VP of Sales) and Cathy Redford (VP of Business Development), supported by specialized Microsoft-certified practitioners. The company maintains a community outreach program anchored by VCU Athletics and other Richmond-area partnerships. Synergy Technical is privately held with no disclosed PE/VC investment, no M&A activity, and no public listing.

Name

Synergy Technical

Legal name

Synergy Technical, LLC

Website

https://synergy-technical.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

Synergy Technical is a US-based Microsoft-focused IT consulting and managed services firm delivering cloud, security, AI, and licensing advisory exclusively on the Microsoft stack to enterprise, mid-market, SMB, and nonprofit customers across all 50 US states and 70+ countries.

Ownership category

akta.pro rank

Product category

IT Cloud Consulting and Managed Services

NAICS

Computer Systems Design and Related Services (54151), Computer Systems Design and Related Services (5415), Management Consulting Services (54161), Other Computer Related Services (541519)

SIC

Services-Computer Integrated Systems Design (7373), Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Digital Workplace & Collaboration Consulting (BPAHAEAH)

akta.pro secondary industries

Strategy & IT Advisory (BPAEAAAA), DevOps Consulting & Transformation (BPAEAKAA)

Keywords

• Cloud consulting services
• Managed IT services
• Microsoft cloud solutions
• Cloud security consulting
• Microsoft licensing advisory

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Managed IT Services: Ongoing IT support and management services providing customized support offerings based on organizational needs. Includes device management, security management, and infrastructure support.
2. IT Consulting Services: Professional services including IT assessments, engagements, design and configuration. Covers AI strategy, cloud migration, mergers and acquisitions IT integration, and security workshops.
3. Microsoft CSP Licensing Advisory: As a Microsoft Direct Bill and Solutions Partner, provides licensing optimization and advisory services to help customers gain service and licensing savings.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Synergy Technical is a Microsoft Cloud Solutions Partner that delivers IT consulting, managed IT services, and Microsoft licensing advisory to organizations of all sizes. The firm specializes in deploying and managing Microsoft cloud, security, and AI solutions—including Microsoft 365, Azure, Microsoft Defender, Sentinel, Entra, Purview, and Microsoft 365 Copilot—combined with strategic assessments, readiness workshops, and ongoing managed support.

Product overview

Synergy Technical is a Microsoft Cloud Solutions Partner providing a comprehensive portfolio of IT cloud solutions, managed services, and consulting services centered on the Microsoft ecosystem. The core offering spans Microsoft 365 productivity suites (Teams, SharePoint, Exchange Online, Viva), security solutions (Microsoft Defender, Microsoft Entra, Microsoft Purview, Microsoft Sentinel, Security Copilot), cloud infrastructure (Azure Virtual Desktop, Windows 365, Azure Backup/Migrate/Site Recovery), and AI-powered tools (Microsoft 365 Copilot, Copilot Studio, Copilot Chat). The company differentiates through specialized AI capabilities including Copilot deployment and custom agent development, paired with managed services, licensing advisory (CSP), and security consulting. Services include AI Strategy Enablement and Microsoft 365 Copilot Readiness Assessments to guide customer adoption. The portfolio operates as an integrated Microsoft-centric ecosystem rather than standalone products.

Differentiator

Problem solved

Functional benefit

Products and services

• Managed IT Services Customized ongoing IT support and management services providing organizations with technical support, system management, and technology optimization. Includes device management, security management, and infrastructure support tailored to organizational needs.
• Microsoft CSP Licensing Advisory Licensing advisory and procurement services under the Microsoft Cloud Solutions Provider program, helping organizations optimize Microsoft entitlements, manage renewals, and reduce licensing spend.
• AI Strategy Enablement Advisory services helping organizations develop AI strategies, assess readiness for AI adoption, and plan implementation of AI-driven solutions including Microsoft Copilot.
• Microsoft 365 Copilot Readiness Assessment Assessment service evaluating organizational readiness for Microsoft 365 Copilot deployment, covering tenant configuration, identity and access controls, data governance, and risk mitigation planning.
• Cloud Security Consulting Services Comprehensive security consulting including Cloud Identity Security Assessment, Cloud Security and Privacy Assessment, Hybrid Cloud Security Assessment, Microsoft 365 Security Assessment, and SIEM assessments.
• End User Security Awareness Training Security training programs designed to educate employees on cybersecurity best practices, phishing awareness, and safe computing habits.
• IT Consulting Services Professional services including IT assessments, design and configuration, AI strategy, cloud migration, mergers and acquisitions IT integration, Microsoft Security Workshops, and productivity enablement engagements.

Quantifiable outcome

• Deployed 20M+ seats of Office 365, Microsoft 365, and Microsoft EMS
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered flagship, strategic and core.

• Richmond Flying SquirrelsflagshipGTM or Marketing Partner · 1 January 2026Named Official Managed IT Service Provider of the Double-A Eastern League affiliate of the San Francisco Giants. Partnership includes technology buildout for CarMax Park opening April 7, 2026. Reinforces community investment in Richmond, Virginia.
• Microsoft Nonprofit Tech Acceleration for Black and African American CommunitiesstrategicGTM or Marketing Partner · 1 September 2023Partnered with Microsoft Nonprofit Tech Acceleration initiative focused on Black and African American Communities to empower nonprofits with technology access.
• Tech for Social Impact (TSI)strategicGTM or Marketing Partner · 1 September 2023Partnered with Microsoft Tech for Social Impact to empower nonprofit organizations through technology solutions.
• Arctic WolfcoreTechnology or Integration · 1 May 2023Partnership to deliver comprehensive cybersecurity solutions addressing critical cybersecurity challenges facing organizations. Combines Arctic Wolf's security operations platform with Synergy Technical's Microsoft expertise.
• VCU AthleticscoreGTM or Marketing Partner · 1 January 2022Official Cloud Solutions Partner of the VCU Rams. Partnership includes community outreach activities with VCU Men's Basketball players. Company leverages partnership for community engagement and brand visibility.
• VCU Men's BasketballcoreGTM or Marketing Partner · 1 January 2022Community outreach partnership leveraging VCU Men's Basketball players for volunteer efforts and community engagement events. Includes partnership with over 26 nonprofit organizations.
• MicrosoftcoreTechnology or Integration · 1 November 2011As a Microsoft Cloud Solutions Partner, FastTrack Ready Partner, and Direct Bill partner, Synergy Technical provides Microsoft 365, Azure, security, and AI solutions. Holds multiple Microsoft specializations including Copilot Advanced Specialization and Data Security Specialization. Company founded in 2011 with early cloud focus.

Scale indicators5 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Avanade: Joint Accenture-Microsoft venture and the largest pure-play Microsoft consulting and managed services firm globally. Directly comparable as a Microsoft-focused SI, but with substantially greater scale and global delivery capacity.
• Slalom: Consulting firm with a large Microsoft practice spanning M365, Azure, and Copilot deployments. Comparable in delivery model (consulting-led, Microsoft-centric) but with broader geographic presence and larger headcount.
• Insight Enterprises: Public IT solutions provider with a strong Microsoft Cloud Solutions Partner practice, offering licensing, managed services, and consulting. Comparable in Microsoft-first GTM but at materially larger scale.
• Rackspace Technology: Cloud managed services and consulting firm with significant Microsoft Azure and M365 capabilities. Comparable in managed services + cloud transformation model, though broader multi-cloud.
• Power Consulting Group: Mid-sized Microsoft-focused consulting firm specializing in M365, Teams, and Copilot deployments. Closely comparable in size and Microsoft-only focus.
• Datavail: IT managed services and consulting firm with deep Microsoft practice including Azure, M365, and database services. Comparable in managed services + Microsoft consulting model.
• Sikich: Mid-market professional services firm with Microsoft Cloud Solutions Partner status and managed IT/cloud practice. Comparable in targeting mid-market/enterprise Microsoft transformations.
• Netrix Global: Mid-sized IT consulting and managed services provider with Microsoft Cloud Solutions Partner status across security, M365, and Azure. Comparable in scale, Microsoft focus, and managed services orientation.

Emerging players

• BlueVoyant: Cybersecurity services firm with a Microsoft security partnership spanning Defender, Sentinel, and Security Copilot. Comparable on the Microsoft security delivery side, though more security-specialized.

Broad incumbents

• Protiviti: Global consulting firm with a Microsoft partnership spanning risk, security, and cloud transformation. Comparable on enterprise Microsoft consulting, though with much broader service portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/syntechusa
• YouTubeyoutube.com/channel/UCRz_O5npnwxPxI_hKJILCGA/featured
• Facebookfacebook.com/syntechusa
• LinkedInlinkedin.com/company/synergy-technical-llc
• Instagraminstagram.com/synergytechnical

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Synergy Technical