About SM2 Advisors
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.
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.