SM2 : Insight Wealth | Little Rock, AR


About SM2 Advisors

SM2 is a boutique mergers and acquisitions consulting firm based in Fort Lauderdale, Florida, that focuses on sell-side representation of privately-owned lower middle market businesses with revenues from $5 million to $150 million. The firm has 40 years of mergers and acquisitions experience and has concluded billions of dollars in transactions across multiple industries all around the globe. SM2 is a Certified Merger and Acquisition Advisor (CM&AA) designated company awarded by the Alliance of Merger and Acquisition Advisors (AM&AA) and their academic partners, Pepperdine University and DePaul University.

Jerry Coats is a member of The Nautilus Group, a Service of New York Life Insurance. The Nautilus Group has formed a relationship with SM2 Advisors to better serve its Member Agents in the business exit planning space. The views of SM2 Advisors are their own opinions and do not necessarily reflect those of The Nautilus Group or New York Life Insurance Company. SM2 Advisors is not affiliated with New York Life Insurance Company or its affiliates. New York Life Insurance Company.