Sm2 Advisors

Sm2 Advisors company information, Employees & Contact Information

Updated June 2026

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Sm2 Advisors is a Investment Banking company and founded in 2009. It has approximately 3 employees on record. Contact data was last refreshed in June 2026. Find Sm2 Advisors's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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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.

Company Details

Employees
3
Founded
2009
Address
2500 N. Military Trail,
Industry
Investment Banking
NAICS
Investment Banking and Securities Dealing
Keywords
Milwaukee.
HQ
Boca Raton, Florida
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