Expert Solutions for Business Growth
Overview
SME CAPITAL PARTNERS is an advisory investment bank and financial consulting firm providing strategic, transaction-oriented, risk management, and capital advisory services to lower–middle and middle-market companies and their stakeholders.
“SME Capital Partners advises business owners and investors through complex financial decisions with independent insight and disciplined execution.”
SME Capital Partners was established in 2024 by Robert Shinn who has over 35+ years of experience. Along with Robert, there are two senior managing directors, Tony Schweiger, head of risk management, and Harry Walls, head of the healthcare group.
SME Capital Partners has three locations: San Diego, CA, Philadelphia, PA, and Phoenix, AZ.
1. Strategic Perspective
We evaluate every engagement through the lens of long-term enterprise value.
2. Execution Discipline
Institutional-quality analysis and process applied to lower and middle-market complexity.
3. Partner-Level Engagement
Clients work directly with senior professionals—no handoffs.
4. Independent Advice
Unconflicted recommendations aligned solely with client objectives.
Our Services
Financial Consulting
BUSINESS MODELS
The term business model refers to a company's plan for making a profit. It identifies the products or services the business plans to sell, its identified target market, and any anticipated expenses. Business models are important for both new and established companies
BUSINESS PLANS
A business plan is a comprehensive document that outlines a company's goals, strategies, and financial projections. It provides a detailed description of the business, including its products or services, target market, competitive landscape, and marketing and sales strategies.
ENTERPRISE RISK MANAGEMENT
Effective enterprise risk management involves understanding and managing calculated risks while avoiding those that are poorly understood. Failure to take managed risks can hinder profitability and compromise a company's competitive advantage. The key lies in striking the right balance through managed risk-taking.
Our strategic approach goes beyond mere risk control. We empower organizations to identify growth opportunities and thoughtfully manage risks to support consistent positive outcomes and enterprise resilience
STRATEGIC PLANNING
Is a systematic process wherein the leaders of an organization articulate their vision for the future and delineate the goals and objectives that will guide the trajectory of the organization.
Investment Banking
· “We advise owners, not “transactions”
“Lower middle and middle market “specialists”
“Operator-informed, data-driven “advice”
“Confidential, senior-led engagement”
Our services:
Private Capital Raising
·Raising private equity, mezzanine, subordinated, and senior debt capital for growth, refinancing, and acquisitions.
Capital Markets Advisory
Financial Advisory
Mergers & Acquisitions
Exclusive sales, divestitures, mergers, acquisitions, leveraged/management buyouts, buy and sell side advisory.
·Strategic & Financial Advisory
·Assistance with corporate development and/or strategic initiatives,
· Joint ventures or alliances.
·Representing and advising Boards of Directors, investors, and/or creditors
·Reorganization, restructuring, capitalization plans.
·Turnarounds
·SME Capital Partners advises manufacturers and distributors of essential equipment—where brand equity, asset intensity, and channel complexity require disciplined financial judgment.
Private Equity
Private equity services encompass a range of consulting and investment strategies aimed at enhancing value and navigating complex market challenges. Key services include:
•Consulting: SME Capital Partners provide guidance on strategy, sourcing, due diligence, and exit planning.
•Value Creation: SME Capital Partners focuses on reinventing how private equity firms create value while managing risks.
•Growth Strategies: SME Capital Partners provides services to help private equity firms and portfolio companies discover new strategies for growth and transformation.
These services are designed to support private equity firms in maximizing their investments and achieving successful outcomes.
SME Capital Partners advises manufacturers and distributors of essential equipment—where brand equity, asset intensity, and channel complexity require disciplined financial judgment.
SECTORS WE WORK WITH:
SPORTING GOODS MANUFACTURERS & DISTRIBUTORS
“Driving valuation through brand strength, channel optimization, and scalable financial strategy.”
MEDIA & ENTERTAINMENT EQUIPMENT SUPPLIERS
“Turning project-based revenue and IP assets into bankable, transferable enterprise value.”
TEAM
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Founder
Is a seasoned professional with over 40 years of consulting, investment banking, and private equity expertise. Throughout his distinguished career, he has advised corporations, institutional investors, and entrepreneurs on complex financial strategies, mergers and acquisitions, and capital raising efforts. With a keen eye for identifying growth opportunities and optimizing investments, he has played a pivotal role in shaping successful businesses across various industries. His leadership, strategic insight, and extensive network make him a trusted advisor and industry veteran. Graduated from Chapman University
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Enterprise Risk Mangement
An enterprise risk and mortgage banking advisor. He has over 50 years of accomplishments in residential and commercial mortgage banking and has served in CRO, COO, and CEO roles in banking and financial technology companies. In addition, he has served in board governance roles for public and private companies as governance, audit, and compensation chairs. His public company experience includes Radian Group, United Financial Mortgage, Pinnacle Technologies, and American Title Insurance. Mr. Schweiger has also provided various leadership roles. he is currently Chairman of the Delaware Valley Industrial Resource Center, an economic development firm focused on supporting manufacturing in the Mid-Atlantic Region. He is a graduate of the Wharton School at the University of Pennsylvania
BLOG
Contact us.
“Request a confidential discussion.”