Investment Banking Advisory

Grow with certainty.

Our clients rely on us to complete an acquisition, expand their product line, or capitalize for growth. We deliver with a full suite of investment banking services. We're industry financiers with extensive expertise in specialty finance, consumer finance, real estate, sports & entertainment, infrastructure, healthcare, technology and transportation businesses.

Capital Raises

Our team of senior investment banking consultants provide comprehensive, transaction management solutions every step of the way. It starts with identifying the appropriate capital structure and capital resources to introducing strategic; partnering relationships, and continues through to the close of the transaction. From business lines of credit funded by banks to unitranche facilities, receivables financing facilities, ABL, cash flow loans originated by non-bank capital providers as well as equity investors from minority to control to full buyout, we have the expertise to structure the right financing and/or capital for each situation.

• Debt and equity capital raises from $25 million to $5 billion.
• Raising minority equity, control equity and equity growth capital.
• Raising debt from senior secured to unsecured facilities.

M&A Advisory

Our talented team of professionals offers unparalleled financial advisory and M&A expertise with the sophistication you would expect from bulge bracket firms while maintaining the personal touch of a boutique investment bank. Hundreds of business owners, investors and management teams rely on us for execution on their buy-side and sell-side M&A objectives. We support clients throughout the transaction process from evaluating and recommending financial and strategic alternatives to identifying the right partner, through negotiating the final terms of the transaction.

Specialty Finance Focus

Our Specialty Finance Group provides focused services to North American companies, including asset-based lenders, factors, purchase order finance companies, equipment lessors, trade finance providers, bridge lenders, consumer finance companies, non-bank real estate lenders, financial technology companies and all other specialty finance firms. Commercial and consumer finance companies rely on us to help increase lending power, complete acquisitions, or to capitalize growth opportunities.

Real Estate Focus

Our Real Estate Investment Banking Team brings a strong track record of executing capital market mandates to support real estate transactions including office, storage, hotel & hospitality, retail properties & shopping centers, multifamily properties, mobile home, workforce housing, industrial & manufacturing, and general real estate development projects. Working throughout the United States, we are geography and property type agnostic. Real Estate companies and developers rely on us to buy or construct additional properties, expand into new geographies, and add new property types to their portfolios. We are successful in establishing programmatic JV Equity facilities for our clients as well as providing mezzanine and debt facilities as needed.

This is the SMG® Way.