About
Small Business Focus, Big Firm Experience
As an industry-agnostic boutique M&A and consulting firm, we specialize in serving lower middle market companies at every stage of growth. With capabilities on par with prestigious firms nationwide, we are committed to surpassing client expectations. Our tailored solutions and unwavering dedication ensure that our clients receive the highest level of service and support as they navigate the complexities of mergers, acquisitions, and strategic growth initiatives.
J. DeMar Smith-Principal
An expert in business strategy and negotiation, Mr. Smith is an entrepreneur and United States Marine Corps veteran. As a credentialed business intermediary, he leads the organization by participating in, and overseeing all mandates.
Excited by challenges, his intellectual curiosity and zeal for creative problem solving make Mr. Smith and his team trusted allies in the quest for business excellence.
CA DRE lic. 02176041
NASAA Series 63
FINRA Series 79*
Valuations Analyst- Certified
Commercial Banking/Credit- Certified
Capital Markets/Securities Analyst- Certified
Commercial Real Estate Finance- Certified
