SM2 Advisors

Investment BankingFlorida, United States2-10 Employees

SM2 Advisors is a South Florida-based consulting firm that supports owners of lower middle market businesses (enterprise value generally between $5 million and $100 million) in planning and executing exit or succession strategies. The firm works with privately held companies across a range of industries and emphasizes helping owners understand how buyers evaluate a business, aiming to guide transactions through to a successful closing with various buyer types. Based in Boca Raton, Florida, SM2 Advisors offers nationwide advisory support and has experience closing significant transactions, including engagements involving different ownership exits such as third-party buyers, management, partners, or family members. The company positions itself within the investment banking-adjacent space, focusing on advisory services for business owners preparing for transitions and growth through strategic exits.

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