SM2 Advisors Employee Directory

Investment BankingUnited States2-10 Employees

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 you're an owner who's trying to sell to a third-party, 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.

Find SM2 Advisors employees' phone numbers or email addresses

SM2 Advisors Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

SM2 Advisors's Leadership

  • Stylized image of a person
    D. S.
    Managing Partner
    Phone icon
  • Stylized image of a person
    W. S.
    Certified Mergers And Acquisitions Advisor (cm&aa)
    Phone icon

Contact profiles from SM2 Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Managing Partner
    Phone icon
    United States
    Nov 11, 2025
  • Stylized image of a person
    W. S.
    Certified Mergers And Acquisitions Advisor (cm&aa)
    Phone icon
    United StatesFlorida
    Nov 11, 2025

Frequently Asked Questions

What is SM2 Advisors known for?

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SM2 Advisors was founded in 2009 operates in the Investment Banking industry. The company's main headquarters is located in 2500 N. Military Trail, Suite 201 Boca Raton, Florida 33431, US. Explore SM2 Advisors's company overview page for more information.

What is SM2 Advisors's most common email format?

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SM2 Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SM2 Advisors email formats with LeadIQ.

How many employees does SM2 Advisors have currently?

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SM2 Advisors has approximately 3 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are SM2 Advisors's key employees and leadership?

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As of October 2025, SM2 Advisors's key employees include:

  • Managing Partner: D. S.
  • Certified Mergers And Acquisitions Advisor (cm&aa): W. S.

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