Building for
the Long Term
A permanent equity partner dedicated to building the premier service provider for the SMB economy.
Patient Capital.
Permanent Home.
We're building a business for the long-term.
Smithy's investors have a long-term perspective and share our goal of building a lasting professional services platform. As a result, we are able to make decisions that are right for the business over decades, not quarters.
We invest in your team's development, deepen client relationships, and build infrastructure that pays off over time. We're not constrained by fund timelines, quarterly reporting or investor exit requirements.
When you partner with Smithy, there's no countdown clock. We're building a platform designed to support and grow your business for generations.
Operational Excellence
At Scale
Our vision is to build a platform where exceptional service scales. We handle the complexity of operations so our dedicated professionals can obsess over their clients.
Commitment to Excellence
We invest in building best-in-class systems and support functions that enable our service delivery teams. We handle the heavy lifting of operations so you can focus on the client experience.
- 01Centralized corporate services
- 02Technology infrastructure and security
- 03Strategic marketing and growth engines
- 04Client support and cross-selling collaboration
- 05A knowledge network of shared best practices
The Platform Advantage
By bringing together exceptional firms across IT, HR, and accounting, we create economies of scale and shared expertise that benefit everyone. Your firm gains access to enterprise-grade capabilities while maintaining its independence and client focus. Your clients gain access to a broader ecosystem of trusted services.
Operating Principles
These principles guide every decision we make and every partnership we form.
Protect What Matters
We safeguard your culture, client relationships, and the unique qualities that make your business exceptional.
Sustainable Growth
Long-term approach enables investments that compound over decades.
Founder-First Philosophy
Your timeline, your terms. We support transitions that honor your legacy and vision for the future.
Decades, Not Quarters
No forced exit timelines. No pressure to maximize short-term profits at the expense of long-term value.
Different Paths to Partnership
There are several ways to partner or sell your business. Each has its place and purpose.
Strategic Consolidators
Larger firms in your industry that acquire smaller competitors to expand market share and consolidate services.
Best for: Owners who want to step away from their business and are willing to fully integrate it into a larger corporate structure.
Traditional Private Equity
Investment firms that acquire businesses with a 3-7 year exit timeline, focused on rapid growth and value creation for fund investors.
Best for: Owners who are comfortable partnering with a control investor and businesses that are ready for aggressive growth strategies.
Smithy Professional Services
A permanent equity partner with no exit timeline, focused on building long-term value through excellence in customer service, sustainable growth and a comprehensive service offering.
Best for: Owners seeking liquidity, who also want a long-term partnership, operational support, and flexibility around their future involvement in the business.
The right choice depends on your goals, timeline, and what you want for your business's future. We're happy to discuss all options candidly.
Let's Explore If
We're a Good Fit
Every business is different. Let's have a confidential conversation about your goals and see if our long-term approach aligns with what you're looking for.