SMA Holdings Group is a mergers & acquisitions firm. We get owners sell-ready, guide buyers through acquisitions, and invest our own capital across the full range of strategies — acquire and sell, improve and hold, or hold for the long term.
SMA Holdings Group is a Delaware-based M&A firm founded by three partners. We do two things, and they reinforce each other: we advise owners and buyers through the deals that matter most, and we acquire businesses with our own capital.
That dual role — advisor and principal — sharpens everything. When we assess what your business is worth, or where its value is hiding, we're telling you what a real buyer sees, because we are one.
Whether you want to sell, to buy, or to grow, we start with your goal and the numbers — then recommend the strategy that actually fits.
We advise on deals — and close them with our own capital too.
We've sat in the buyer's seat and the seller's. We know both.
Acquire & sell, improve & hold, or hold for the long term.
An honest read on value and exactly what it will take.
We advise owners and buyers through their most important transactions — and we acquire businesses with our own capital. Two perspectives, working together.
For owners and buyers
We assess your business the way a buyer will, fix what quietly lowers its value, and get it ready to command its best price — then guide you through the sale.
When you're the one buying, we source and screen targets, run diligence and valuation, and help you structure and close the right deal.
How SMA invests its own capital
We identify mispriced or under-managed businesses, acquire them, sharpen the operation, and sell at a gain.
We buy sound businesses, invest in operations and growth, and hold to compound their value over the medium term.
For the right business, we become its permanent home — keeping the team and legacy intact for the long run.
Whether we're acquiring it ourselves or helping a client buy, this is the profile we look for. If it sounds like your company, we'd genuinely like to talk.
A track record of consistent earnings, not a turnaround or a startup.
Retirement, a new chapter, or simply ready to hand over the reins.
Recurring or repeat revenue and durable customer relationships.
People and managers who are proud of the business and its future.
We review opportunities — our own and our clients' — across these guardrails. Don't fit perfectly? Reach out anyway; we'd rather hear from you.
Size & sector
Revenue range, earnings (SDE / EBITDA) and target industries — [to confirm with the SMA partners].
Geography
U.S.-based businesses, headquartered in Wilmington, North Carolina.
Every conversation is confidential and obligation-free.
Four steps — whether you're selling, buying, or growing — and you set the pace at every one.
A confidential first call about your goal — selling, acquiring, or growing.
We evaluate the business, the market and the numbers, and where the value really sits.
We recommend the right path: prepare to sell, acquire, improve and hold, or hold long-term.
We run the process end to end — and stay in it through the close and beyond.
We don't just advise on deals — we make them with our own capital. Our recommendations carry the conviction of an active buyer and seller.
Selling, buying, or growing — we've sat in each seat, so we know what the other side is thinking before they say it.
We start with your goal and the numbers, not a pre-set product. The right move might be to sell, acquire, improve, or hold.
A fair, honest assessment of what a business is worth — and exactly what it will take to get there.
SMA is owned equally by its three founding partners — the same people you'll work with from first call to close.
[Short bio — pending.] Background and focus areas to be confirmed with the SMA partners.
[Short bio — pending.] Background and focus areas to be confirmed with the SMA partners.
[Short bio — pending.] Background and focus areas to be confirmed with the SMA partners.
Both — and they reinforce each other. We advise owners and buyers through their transactions, and we also acquire businesses with our own capital. Because we sit on the principal side of real deals, our advice reflects what an actual buyer or seller is thinking.
Always. Every conversation is confidential and obligation-free, and we're glad to sign an NDA before you share anything sensitive about your business.
No. Many owners reach out a year or more ahead — just to understand their options and learn what would make the business more valuable when the time comes. There's no commitment in a first conversation.
It depends on the strategy and your goals — but for the businesses we hold, keeping the team, relationships, and reputation intact is the entire point. We'll be direct about our intentions before anything is agreed.
The initial conversation is free and obligation-free. If we move into a formal advisory engagement, we'll lay out the terms clearly and in writing before any work begins.
It varies with the business and your objectives. We move at a pace that works for you and aim to be clear about timing at every step rather than rush a deal that isn't right.
Every conversation is confidential and there's no obligation. Tell us what you're weighing — a sale, an acquisition, or a path to grow — and one of the partners will personally be in touch.
