Michael Smith Reed

Michael Smith Reed is a buy-side specialist in mergers and acquisitions, advising firms in wealth management, asset management, and financial services on acquisition strategy, execution, and integration. Over the course of his career he has been involved in more than 30 transactions representing in excess of $20 billion in assets transacted.

He is also an operator. Michael has envisioned, planned, launched, and managed 16 ventures, including 12 LLCs, three nonprofit organizations, and one C Corp, giving him an unusual vantage point on what actually happens inside a company after a transaction closes. Known for building high performing teams, cultivating employee centric cultures, and streamlining operational infrastructure, he is a trusted advisor to founders and management teams pursuing growth through acquisition.

Michael holds a doctorate in operational management and an MBA from Boston University. He has earned an executive certificate in Wealth Management: Theory & Practice, along with six professional certifications in mergers and acquisitions.

Career Highlights

Wealth Management and Platform Building

In 2017, Michael co launched Dakota Wealth Management LLC, playing a central role in envisioning, executing, and scaling the firm into a platform with three subsidiaries, 14 offices across 11 states, and $2.5 billion in assets under management. His work there in operational excellence, inorganic growth strategy, and employee engagement established his reputation as an innovative leader in wealth management.

Healthcare Innovation and a Landmark Acquisition

Earlier in his career, Michael earned an international reputation in perioperative spine care while pioneering concierge healthcare services. In 2011, his firm was acquired by the Hospital for Special Surgery, the institution’s first acquisition in 150 years. As Director of HSS Florida, he worked with the executive team to establish the hospital’s Southeast footprint.

Nonprofit Leadership and Legislative Impact

In 2014, Michael was recruited by the North American Spine Society to launch the North American Spine Foundation, which raised millions for its “Spine 10 x 25” initiative to reduce spine disability in the United States. His efforts secured a congressional resolution, H.Res.432 in the 114th Congress.

Thought Leadership and Education

Michael is a published author of 13 peer reviewed articles, an international seminar chair and keynote speaker with more than 170 podium presentations, and a producer of educational programming for professional audiences.

Current Role

Partner & Managing Director, Smith Reed Partners

Michael advises clients on:

• Acquisition strategy and readiness
• Mergers and acquisitions
• Growth and expansion planning
• Capital raising
• Pre transaction planning and post transaction integration
• Governance and organizational effectiveness

Personal

Michael and his wife Chelsea have been married for 33 years and have two adult sons. He is an endurance athlete who competes in Ironman triathlons, marathons, and ultramarathons, a discipline that informs how he approaches long, demanding engagements with clients.