Skip to main content
SMP

Focusing on Unique Needs and Maximizing Value with a Custom Service Portfolio

Private
​Equity

SMP advises PE both in pre-deal analysis, as well as post-deal strategic consulting and mgmt.

Family
​Offices

Our FO clients need a modern portfolio of services including dealflow, analysis, and exits.

Mergers &
​Acquisitions

Helping M&A clients maximize value and process in these complicated transactions. 

STRATEGY + PRODUCTION = SUCCESS

Private Equity:
pre-funding analysis
​to post-funding success

SMP supports the Private Equity industry with a variety of services to ensure transactions are conducted with valuable analysis and actionable insights.


Furthermore, SMP can provide deep value in creating potential Transformation & Pivot Strategies so that the future value of the potential investment can be maximized, with a clear plan of action.  By leveraging our decades of experience in strategically launching and growing companies, SMP offers the Private Equity industry a comprehensive suite of services to help you win. 

Audits & Analysis

SMP can provide pre-deal audits and analysis models, such as valuation or technology, to best understand the total landscape of the transaction.

Pivot Strategy

SMP can create an innovation and transformation strategy, in order to explore the growth potential of the company and market expansion.

Growth & Management

Post funding, SMP can provide strategy and production services to maximize the value of the investment, depending on growth and exit objectives.

Family Offices:
custom advisory
​services and analysis

SMP understands that Family Offices have a unique set of challenges and investment parameters in order to best run their business.


We can be your partner in solving some of the deeper challenges around dealflow, analysis, evaluation and management of potential investments. We know that Family Offices have to remain competitive and efficient in their business model operation, and SMP is here to help you best achieve that goal. 

Dealflow & Pipeline

SMP can provide dealflow volume and advise on generating a pipeline network in order to ensure the best options cross your desk.

Evaluation & Metrics

We often help Family Offices evaluate potential targets from many angles, such as technology, revenue, team, risk, and the competitive landscape.

Management & Exits

After an investment, SMP can provide services to manage the health of the company, as well as plan for maximum value of a potential exit strategy.

Mergers and Acquisitions:
simplified advice for complicated process

SMP can provide a wide range of outside services during a Mergers and Acquisitions transaction, in order to bring insights and organization to a complicated procedure.


These types of transactions can bring enormous value to all parties involved, if the proper insights and process are available. SMP strives to make the process as smooth as possible, with deep analysis and advisory services for the best completion of the transaction. We are here to provide professional partnership during these important events, and aim to help our clients achieve their ultimate goals.

Merger Partnerships

SMP can help search and analyze possible partners for a merger, as well as evaluate each partner for the best fit and effective outcome.

Acquisition Targeting

SMP can work both with buy-side and also sell-side clients, interested in potential acquisition targets for competitive advantage or exit strategy.

Evaluation Protocols

We can provide deep insights and evaluation of technology audits, competitive advantage, value and revenue, teams, and other metrics.

Explore our other 3 areas of expertise:


Startups &
​Venture Capital

Supporting the Startup & VC ecosystem for rapid success.

Innovation &
​Tech Transfer

Leveraging Academic, R&D, Private, and Govt Resources for Innovation.

Corporate &
Enterprise

Serving large scale business models for strategy and growth.