SMH Group

SMH Group

Private
SheffieldFinTechhttps://smh.group

Last Round

Private Equity

Dec 1, 2024

Momentum Score

25 /100

Company Overview

SMH Group is a professional services company that provides financial and accountancy solutions for businesses and individuals.

Sector

FinTech

Verticals

Accounting & Expense, Wealth Management, Corporate Banking, Real Estate Finance

Business Model

B2B

Customer Profile

Services & Consulting

AI Layer

Non-AI

Keywords

accounting servicesbusiness advisoryfinancial planningaccountancy groupchartered accountantsbuy-and-build strategyaudit & assurancecorporate financewills & probatepayroll servicesmulti-disciplinary firmresidential mortgagesestate tax planningregional professional servicescommercial finance

Historical Pricing

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Caplight Momentum Score

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SMH Group Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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SMH Group Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Private EquityDec 1, 2024

Key People

Founding team and executive leadership

Jonathon Dickens

Chief Executive Officer

Executive Team

Christopher Green

Chief Financial Officer

Executive Team

Stephen Fern

Chief Operating Officer

Executive Team

SMH Group Investors

Notable investors and investment history

InvestorRounds
Phoenix Equity PartnersPrivate Equity

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 12, 2026

    Yianni Liberopoulos appointed to leadership team.

  • Apr 1, 2026

    Expanded to 11 offices, up from 10.

SMH Group Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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SMH Group Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about SMH Group's valuation, stock price, and market status.

Firmographic Details

HeadquartersSheffield
Employee Range142
Year Founded1995
Last FundingDec 1, 2024

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