SM2 Advisors
Investment Bank/Securities Brokerage - Boca Raton, FL, US
SM2 Advisors Employees
Wes Shelton
Certified Mergers and Acquisitions Advisor (CM&AA) Certified Exit Planning Advisor (CEPA)
SM2 Advisors Details
SM2 Advisors is a South Florida based Consulting firm with a nationwide focus in helping business owners in the lower middle market ($5mm-$100mm in Enterprise Value) build and execute their exit/succession plan. While we tend to be industry agnostic, we have experience helping privately owned businesses across a number of industries. While successful business owners certainly understand the nuances of their own business and industry, they often do not understand how buyers view their business when it comes to value. That's where we come in. With decades of experience in working with business owners across the U.S. in a multitude of industries, we've closed hundreds of millions in transactions with buyers of all types, including publicly traded companies, family offices, and private equity firms. Whether your an owner who's try to sell to a third-party, to management, a partner, or family member, we have the experience and resources to help you see the process all the way through a successful closing.
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