"Tu ne cede malis, sed contra audentior ito." Yield not to misfortune, but go ever more boldly against it. — Virgil, Aeneid
Capital & Turnaround Advisory · Est. 2007

Capital and clarity when the stakes are highest.

SME Advisors helps small and medium enterprises raise capital and navigate complex turnarounds. From debt and equity placement to operational restructuring, we step in where the situation is hard and the standard answers don't fit.

$1B+Capital funded to date
Our Approach

Deep transactional experience, applied to hard problems.

For nearly two decades, SME Advisors has helped business owners raise the capital they need to acquire, build, refinance, and grow. That same transactional depth — built in complex credit and exit situations where a standard lender simply says no — is what we also bring to turnaround and restructuring engagements.

It's a natural pairing. The companies that need capital most are often the ones working through real operational and financial pressure. We can finance the path forward, help fix what's underneath it, or both. We work across a wide range of industries in all 50 states and US territories.

01

Debt & Equity Placement

The full capital stack, sourced from the right lenders and investors for your situation.

02

Complex & Distressed Situations

Credit challenges, turnarounds, and exit scenarios that require more than a checklist.

03

Capital + Operating Insight

One partner who understands both the financing and the business underneath it.

What We Do

Two practices, one room.

Capital placement and turnaround advisory under a single roof — so the strategy, the financing, and the execution stay aligned from first call to close.

Practice 01

Capital Placement

Placing debt and equity for small and medium enterprises across the full capital stack.

/ 01

Recapitalization

Reworking the capital structure to free up liquidity or rebalance ownership.

/ 02

Refinancing

Restructuring existing debt into terms that fit the business as it stands today.

/ 03

Acquisitions

Capital to fund the purchase of a business, competitor, or strategic asset.

/ 04

New Construction

Project and development financing for ground-up and expansion builds.

/ 05

Organic Growth

Working capital and growth financing to scale operations on your terms.

/ 06

Debt & Equity Sourcing

The right lenders and investors for your situation, structured and negotiated.

Practice 02

Turnaround & Restructuring

Rapid, hands-on solutions for companies facing financial or operational pressure — focused on stabilizing cash, protecting value, and charting a credible path forward. We've guided clients through multi-year turnarounds, including Chapter 11, and back to healthy, profitable operations.

/ 01

Turnaround Management

Plan development and implementation to reverse decline and restore performance.

/ 02

Interim Crisis Management

Experienced hands on deck when a situation needs decisive leadership now.

/ 03

Liquidity Management

Generating and protecting cash to buy the time a recovery requires.

/ 04

Operational Restructuring

Reshaping cost structure and operations around what the business can sustain.

/ 05

Debt Restructuring

Lender negotiations and workouts that reset terms to reality.

/ 06

Stakeholder Alignment

Building consensus among lenders, owners, and partners to keep operations moving.

Track Record

Results, not formulas.

Whether the goal is funding growth or steadying a business under pressure, SME brings comprehensive expertise and hands-on experience across functions, sectors, and geographies — moving beyond orthodoxy to find a path where others can't.

$1B+Capital Funded
30+Years of Experience
50+States & US Territories
Case Study

From the brink of liquidation to record profitability.

A confidential turnaround engagement.

When SME Advisors was first invited in by ownership, the assignment looked straightforward: help a struggling manufacturer raise capital. The company — a single-facility producer with roughly $5 million in annual revenue and fifty employees — was convinced it had a financing problem.

It did not. It had a business problem, and capital alone would have only continued to fund losses.

The reality beneath the request

A clear-eyed assessment surfaced a business in serious distress. It was losing money every month, sat in a precarious cash position, had missed payments to both lenders and suppliers, and was in default on its loan covenants. Those were the symptoms. The causes ran deeper and reinforced one another: weak management, a payroll padded with non-essential family and friends, a revenue base too thin to cover fixed costs, an over-leveraged balance sheet, and operational inefficiency throughout.

This is the moment that defines an engagement. SME could have arranged financing, collected a fee, and moved on. Instead, we told ownership the truth about what was actually wrong — and rolled up our sleeves to fix it.

A hands-on rebuild

What began as a capital raise became a full operational and financial turnaround, with SME deeply embedded in the business. Over the course of the engagement, we stepped into active management and led root-cause identification; secured additional capital to fund stabilization and recovery; negotiated directly with the lead bank, taxing authorities, and vendors; rebuilt the team by making the hard hires and terminations and then building out a real leadership group; restored accounting accuracy and implemented a new ERP system; and installed job-cost tracking, on-time delivery metrics, and other KPI discipline the business had never had.

When restructuring the company's debt became unavoidable, SME had already identified Chapter 11 as the right tool. The lead bank ultimately forced the filing — and the company emerged through a confirmed plan of reorganization, having shed debt, renegotiated with creditors, and cut its required monthly payments to the bank, taxing authorities, and vendors by half.

The arc of the work

The turnaround unfolded over roughly seven years, in three phases: discovery, stabilization, and the Chapter 11 filing in the first two years; operational rebuild and the implementation of processes and systems in years three through five; and growth and recovery in years six and seven.

It's worth being candid about that timeline. Much of its length came from diagnosing problems and learning what "good" looked like in real time. With the benefit of that hard-won pattern recognition, SME could now drive comparable results in roughly half the time — the lessons of this engagement are already paid for, and they belong to the next client.

The results

The business didn't merely survive — it is thriving.

6XIncrease in Purchase Orders
20%+Gross Profit Margin Increase
$1.5MDebt Paid Down
Loss → ProfitReturned to Strong Profitability

The margin improvement is the most telling figure of all: it proves the gains are structural, not a lucky bounce in demand. The company keeps far more of every dollar it earns than it did before.

Why it worked

Plenty of consultants are good at sending invoices. Far fewer get to the root cause and actually fix the business. The foundation of any real turnaround is culture — and that's where SME starts. In this case, the numbers could never have recovered until the right people were in the building and the business was run the right way. Fix the culture first, and the financial recovery follows.

SME Advisors delivers results, not just talk.

Get in Touch

Let's talk about your transaction.

Whether you're acquiring, refinancing, raising capital, or working through a turnaround, the first step is a conversation. If your business is under financial or operational pressure, our turnaround management team can help you stabilize, restructure, and chart a path forward. Reach out and we'll tell you straight whether we can help.

Email Us
Office
100 Crescent Court, Ste 700
Dallas, TX 75201