Building SMG: A Bridge Between Discipline and Growth

SMG Capital was born from a simple truth: most growing businesses hit a ceiling not because of lack of opportunity, but because of lack of financial structure. Our founders had spent years operating businesses in restaurants, manufacturing, and services—and saw the same thing over and over again: as companies scaled, their financial systems didn’t keep up. We started SMG to change that.

The name SMG reflects our belief in bridging the past with the future. It’s a nod to traditional values—structure, accountability, and discipline—while embracing constant improvement and forward momentum. Our philosophy is simple: always striving, always thankful. We grow with our clients by staying grounded in humility and pushing for what’s next—ever better, ever grateful.

We believe that finance isn’t just about numbers. It’s about clarity. It’s about accountability. And it’s about empowering people to make confident decisions. At SMG, we help companies move from reactive to proactive, from gut-driven to data-driven.

We don’t just analyze spreadsheets—we build financial systems from the ground up. We integrate strategy, FP&A, accounting, and capital planning into one cohesive engine. Our work helps CEOs sleep better at night, operators hit their numbers, and leadership teams focus on the future with confidence.

We partner with ambitious business owners who are ready to grow—from those managing multiple restaurant units, to industrial operators, to private equity-backed platforms. Our sweet spot is businesses doing $10M to $100M in revenue that need institutional-level finance without hiring a full-time CFO team.

Whether we’re building dashboards, creating a capital strategy, or restructuring reporting lines, our goal is the same: to help good businesses become great by building clarity, discipline, and momentum.