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Wm Smith & Co. is an event-driven, special situations, institutional firm that utilizes 13D filings, insider buying, 13F filings, and stock buybacks to generate investment ideas. Since 1983, we have followed and studied this methodology, which provides the Company with good insight into how successful investors think.

Wm Smith & Co. has participated in over 100 public and private capital markets transactions with some of the leading names in the industry including Goldman Sachs, JP Morgan, Bear Stearns & Co., Lehman Brothers, Merrill Lynch and Donaldson, Lufkin & Jenrette, Inc. (now a part of Credit Suisse).

Relationships drive our business and as a result, we are very selective. Putting our reputation behind management teams is something we take very seriously. We are committed to delivering exceptional value to the companies we represent and the institutional clients we serve.

We invite you to contact us for more information.

This website is not intended as a solicitation for the purpose or sale of any security.  It is provided for informational purposes only.  Please read our Disclaimer and Privacy Policy.