About SM2 Advisors

Over 40 Years of Experience in Mergers & Acquisitions

Who We Are

We are Professional Merger & Acquisition Advisors, serving privately held businesses in the lower to middle market. With over 40 years experience and billions in transactions, we bring a broad base of knowledge and vast network of resources to each business we represent. We become an extension of your team, leading and coordinating all aspects of the sale or recapitalization process with a focus on maximizing value, minimizing risk and proactively courting the right potential buyers. Our proven, multi-faceted approach yields a comprehensive analysis of your business and provides a clear, step by step roadmap to get to the closing table and strike the best possible deal. Additionally, we operate with complete discretion and confidentiality in order to ensure minimal disruption to your daily business.

Core Values

As a small firm, we pride ourselves on delivering the highest level of services while building relationships based on honesty, trust and transparency. We are wholeheartedly committed to serving our clients' best interest at all times and working diligently to deliver the best possible outcomes. We never lose sight of the fact that your business may have taken a lifetime or even generations to build and we respect the hard work and sacrifice it takes to get to where you are today. We consider it an honor to be entrusted to represent you and will exhaust every avenue to extract the maximum value for your enterprise.

Certification

SM2 Advisors is a Certified Merger and Acquisitions Advisor (CM&AA) designated company awarded by The Alliance of Merger and Acquisition Advisors (AM&AA) and their academic partners, Pepperdine University and DePaul University. Certified Mergers and Acquisitions Advisors are professionals that exhibit a mastery of the M&A body of knowledge and a commitment to staying abreast of new developments in the field of investment banking and mergers and acquisitions.

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Leadership Team

Dan Smith – SM2 Advisors

Dan Smith

CM&AA
Certified Merger & Acquisitions Advisor

As a founding member of SM2 Advisors, Dan plays a vital role in the smooth operation of the company’s business transaction management process. This process focuses on unleashing the equity that is trapped within the business. Dan provides his clients with over thirty five years of experience in investment grade real estate and preparing business enterprises (and their real estate) for marketing and sale. Committed to providing a quality of service that is unsurpassed, Dan’s dedication to clients’ satisfaction will not be compromised.

Dan works directly with clients, and often their wealth advisors, to gain a thorough understanding of their long-term investment needs or exit objectives and designs a strategy to meet those objectives. His personal attention to all details and global knowledge of the business transaction world has enabled him to develop a network for services nationally and internationally. His expert evaluation, lease negotiations, focus on post closing tax analysis, and cost management has created an increased value in each of the portfolios managed to the sale. A graduate of Mercer University with a degree in Business Administration, Dan is currently a member of numerous national professional organizations and serves on the Board of Directors of several local and national community-focused non-profit organizations.

Wes Shelton – SM2 Advisors

Wes Shelton

CM&AA
Certified Merger & Acquisitions Advisor

Wes plays an instrumental role in generating closings in multiple businesses investment real estate segments working closely with clients to provide valuable research, analytics, strategy and deal structuring to optimize outcomes. Wes provides his clients with a broad base of business experience and a strong background in real estate financing and transactional analysis, managing hundreds of transactions nationally and internationally.

Prior to his time at SM2 Advisors, Wes served in a vital role in the competitive oil and gas industry, helping launch and grow Leor Energy from a virtual unknown to a thriving enterprise that sold for over two billion dollars. Wes earned his Bachelor’s degree from Southern Methodist University (SMU) in Dallas, Texas and an M.B.A. in Finance from the H. Wayne Huizenga School of Business at Nova Southeastern University in Fort Lauderdale, Florida. Wes serves on the Board of Directors of several community focused organizations with a specific focus on helping foster children.

Jackie-Smith

Jackie Smith

Analyst

Jackie serves as an analyst for SM2 Advisors providing valuable research, analytics, strategy, marketing and communication structuring to optimize outcomes. Jackie provides clients with a broad base of experience from serving as a political appointee for a former President of the United States, organizing and implementing meetings both nationally and internationally.  Additionally, Jackie’s corporate level management experience with a national multi-location hospital system provides a unique ability to manage a plan for post closing integration. She is a graduate of Auburn University with degrees in Communications and Psychology.

Leadership Team

Dan Smith – SM2 Advisors

Dan Smith

CM&AA
Certified Merger & Acquisitions Advisor

As a founding member of SM2 Advisors, Dan plays a vital role in the smooth operation of the company’s business transaction management process. This process focuses on unleashing the equity that is trapped within the business. Dan provides his clients with over thirty five years of experience in investment grade real estate and preparing business enterprises (and their real estate) for marketing and sale. Committed to providing a quality of service that is unsurpassed, Dan’s dedication to clients’ satisfaction will not be compromised.

Dan works directly with clients, and often their wealth advisors, to gain a thorough understanding of their long-term investment needs or exit objectives and designs a strategy to meet those objectives. His personal attention to all details and global knowledge of the business transaction world has enabled him to develop a network for services nationally and internationally. His expert evaluation, lease negotiations, focus on post closing tax analysis, and cost management has created an increased value in each of the portfolios managed to the sale. A graduate of Mercer University with a degree in Business Administration, Dan is currently a member of numerous national professional organizations and serves on the Board of Directors of several local and national community-focused non-profit organizations.

Wes Shelton – SM2 Advisors

Wes Shelton

CM&AA
Certified Merger & Acquisitions Advisor

Wes plays an instrumental role in generating closings in multiple businesses investment real estate segments working closely with clients to provide valuable research, analytics, strategy and deal structuring to optimize outcomes. Wes provides his clients with a broad base of business experience and a strong background in real estate financing and transactional analysis, managing hundreds of transactions nationally and internationally.

Prior to his time at SM2 Advisors, Wes served in a vital role in the competitive oil and gas industry, helping launch and grow Leor Energy from a virtual unknown to a thriving enterprise that sold for over two billion dollars. Wes earned his Bachelor’s degree from Southern Methodist University (SMU) in Dallas, Texas and an M.B.A. in Finance from the H. Wayne Huizenga School of Business at Nova Southeastern University in Fort Lauderdale, Florida. Wes serves on the Board of Directors of several community focused organizations with a specific focus on helping foster children.

Jackie-Smith

Jackie Smith

Analyst

Jackie serves as an analyst for SM2 Advisors providing valuable research, analytics, strategy, marketing and communication structuring to optimize outcomes. Jackie provides clients with a broad base of experience from serving as a political appointee for a former President of the United States, organizing and implementing meetings both nationally and internationally.  Additionally, Jackie’s corporate level management experience with a national multi-location hospital system provides a unique ability to manage a plan for post closing integration. She is a graduate of Auburn University with degrees in Communications and Psychology.

Leadership Team

Dan Smith – SM2 Advisors

Dan Smith

CM&AA
Certified Merger & Acquisitions Advisor

As a founding member of SM2 Advisors, Dan plays a vital role in the smooth operation of the company’s business transaction management process. This process focuses on unleashing the equity that is trapped within the business. Dan provides his clients with over thirty five years of experience in investment grade real estate and preparing business enterprises (and their real estate) for marketing and sale. Committed to providing a quality of service that is unsurpassed, Dan’s dedication to clients’ satisfaction will not be compromised.

Dan works directly with clients, and often their wealth advisors, to gain a thorough understanding of their long-term investment needs or exit objectives and designs a strategy to meet those objectives. His personal attention to all details and global knowledge of the business transaction world has enabled him to develop a network for services nationally and internationally. His expert evaluation, lease negotiations, focus on post closing tax analysis, and cost management has created an increased value in each of the portfolios managed to the sale. A graduate of Mercer University with a degree in Business Administration, Dan is currently a member of numerous national professional organizations and serves on the Board of Directors of several local and national community-focused non-profit organizations.

Wes Shelton – SM2 Advisors

Wes Shelton

CM&AA
Certified Merger & Acquisitions Advisor

Wes plays an instrumental role in generating closings in multiple businesses investment real estate segments working closely with clients to provide valuable research, analytics, strategy and deal structuring to optimize outcomes. Wes provides his clients with a broad base of business experience and a strong background in real estate financing and transactional analysis, managing hundreds of transactions nationally and internationally.

Prior to his time at SM2 Advisors, Wes served in a vital role in the competitive oil and gas industry, helping launch and grow Leor Energy from a virtual unknown to a thriving enterprise that sold for over two billion dollars. Wes earned his Bachelor’s degree from Southern Methodist University (SMU) in Dallas, Texas and an M.B.A. in Finance from the H. Wayne Huizenga School of Business at Nova Southeastern University in Fort Lauderdale, Florida. Wes serves on the Board of Directors of several community focused organizations with a specific focus on helping foster children.

Jackie-Smith

Jackie Smith

Analyst

Jackie serves as an analyst for SM2 Advisors providing valuable research, analytics, strategy, marketing and communication structuring to optimize outcomes. Jackie provides clients with a broad base of experience from serving as a political appointee for a former President of the United States, organizing and implementing meetings both nationally and internationally.  Additionally, Jackie’s corporate level management experience with a national multi-location hospital system provides a unique ability to manage a plan for post closing integration. She is a graduate of Auburn University with degrees in Communications and Psychology.

Participating in our Community

SM2 Advisors takes pride in our South Florida community, participating in a number of local and national non-profit organizations. Our focus is primarily on helping children and families in need. As board members, we help these organizations implement best practices in the areas of finance and budgeting in order to maximize the amount of donor funds that make it possible to assist these families in need.

How Can Our Team Help You?

Request a Free Consultation

How Can Our Team Help You?

Request a Free Consultation