SMH Private Equity Group (SMH PEG) was formed to invest in early-stage companies and provide on-going professional investment management.  SMH PEG is an extension of The Edelman Financial Group’s longstanding and successful private equity investment business. SMH PEG focuses on energy information technology transfer opportunities. Information technologies used and proven in other industries are often late adopted by energy and power companies. SMH PEG invests in technologies that it believes will be attractive to the energy and power industries, but first require unique positioning in order to be relevant.

Our portfolio companies and investors benefit from the larger SMH entity. For private companies in our portfolio, this means that strong co-investors, a broad range of services, and an experienced pool of talent, is available through SMH PEG. For SMH PEG  investors, this means better deal flow, greater market insight, and improved liquidity prospects.

We stand in the shoes of our investors. We have invested alongside our clients for years—at the same time, at the same price, on the same terms. Co-investment differentiates us from others; it shapes the way we think and how we work on your behalf. When we work with our portfolio companies, we carry the motives and goals of our investors.

Experience counts.
 Our principals total more than 50 years of professional investment experience, much of it in early-stage companies. We have served on boards of directors ranging from start-up companies, to high-growth Nasdaq companies, to mature public companies traded on the NYSE. We lived through the tech crash. We believe all of this gives our investors an edge as we structure and manage early-stage investments.

Our philosophy is simple. By focusing our expertise on the energy and power industries, we can achieve superior investment results.