Fundz

Smith + Howard And Broad Sky Partners Announce Strategic Platform Investment

PRIVATENov 15, 2022

Round Type

Venture

AtlantaReal EstateFinanceConsulting

Investors

Broad Sky Partners

Description

Smith + Howard, a premier tax, accounting, and advisory firm headquartered in Atlanta with clients across the United States, today announced it has secured a strategic investment through Smith + Howard Advisory LLC from Broad Sky Partners, a private equity firm that partners with leading middle-market business services and consumer companies. The investment marks Broad Sky’s third platform investment.

Quick answer

Smith + Howard raised an undisclosed amount in a funding round, dated November 15, 2022. Investors: Broad Sky Partners. Smith + Howard is based in Atlanta, Georgia, United States.

How much did Smith + Howard raise?
Smith + Howard raised an undisclosed amount in a funding round on November 15, 2022.
Who invested in Smith + Howard?
Broad Sky Partners is named as investors in this round.
What does Smith + Howard do?
Smith + Howard is a top tax, accounting and advisory firm serving businesses across the U.S. in the construction, distribution, hospitality, manufacturing, nonprofit, real estate and technology sectors.
Where is Smith + Howard based and how big is it?
Smith + Howard is based in Atlanta, Georgia, United States. Fundz records about 470 employees.
Who are the decision-makers at Smith + Howard?
Fundz holds 1 contact at Smith + Howard. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Real Estate and Finance around the same time

Companies in the same sectors as Smith + Howard that raised within 45 days of this round, from Fundz verified event records.

  • Uniqus Consultech raised $9M on December 29, 2022.
  • Uniqus Consultech raised $89 on December 14, 2022.
  • Uniqus Consultech raised $13M (Series A) on December 8, 2022.
  • Uniqus Consultech raised $13M (Series A) on December 8, 2022.
  • Walker & Dunlop raised $385M (Funding Round) on November 18, 2022.
  • Forbright Bank raised an undisclosed amount (Funding Round) on November 16, 2022.

Who to call at Smith + Howard, and when

A new round usually means Smith + Howard is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Smith + Howard raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Smith + Howard, from your own LinkedIn network

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Company Information

Company

Smith + Howard

Location

Atlanta, Georgia, United States

About

Smith + Howard is a top tax, accounting and advisory firm serving businesses across the U.S. in the construction, distribution, hospitality, manufacturing, nonprofit, real estate and technology sectors. Along with traditional services, the firm offers sales and use tax, international tax consulting, enterprise risk services, SOC reporting, technology consulting and process automation, among other offerings. Smith + Howard is the brand name under which Smith + Howard PC and Smith + Howard Advisory LLC provide professional services. Wealth management services are provided through Smith + Howard Wealth Management, LLC, an SEC-Registered Investment Adviser, and sales and use tax services are offered through Synexus Tax Solutions™, LLC. To learn more, visit www.smith-howard.com.

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Smith + Howard raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.