SMP Capital Partners names Sam Casey as chief marketing officer

SMP Capital Partners appointed Sam Casey as chief marketing officer on Oct. 15, 2026, as the Mooresville, North Carolina-based advisory firm looks to scale deal flow and expand regional and national partnerships. Casey will lead marketing strategy, brand architecture and business development systems across the firm.

Why it matters: - SMP Capital Partners is adding a senior marketing executive to support growth across lower middle-market advisory and M&A services. - The role is designed to connect brand strategy, client acquisition and transaction execution more directly with capital deployment. - The hire signals a push to expand deal flow and deepen referral networks across regional and national markets.

What happened: - SMP Capital Partners announced on Oct. 15, 2026, that Sam Casey has been named chief marketing officer. - The firm is based in Mooresville, North Carolina, and serves middle-market business owners. - Casey will oversee enterprise-wide marketing strategy, executive brand architecture and business development systems. - Casey will work with Managing Partners Greg Ponder and Frank Muraca, lead advisors and board leadership.

The details: - Casey will help scale client acquisition architecture, optimize CRM and market intelligence systems and expand strategic referral channels. - His remit includes integrating brand strategy with capital deployment, lead generation and transaction execution. - Casey previously founded and ran a local agency, where he handled digital strategy, client acquisition and market positioning for middle-market firms. - SMP Capital Partners said Casey has experience building data-driven growth infrastructure and developing relationships with business owners, institutional investors and referral networks. - Greg Ponder said Casey brings strategic vision, executive leadership and experience scaling growth systems. - Frank Muraca said Casey brings enthusiasm and positivity to the team. - SMP Capital Partners provides strategic advisory, business valuation, exit planning, recapitalization and M&A transaction support. - The firm works with founders, closely held business owners and executives to optimize enterprise value and execute exit strategies.

Between the lines: - The appointment suggests SMP Capital Partners sees marketing as a core lever for origination, not just promotion. - The firm is treating CRM, market intelligence and referral development as infrastructure for future transaction volume. - Casey's background as an agency founder fits a role that blends brand building with pipeline generation.

What's next: - Casey is expected to help SMP Capital Partners expand its market footprint and improve its ability to source and convert opportunities. - The firm will likely continue building systems that tie marketing more tightly to advisory revenue and deal execution. - More information is available through the company's website at SMP Capital Partners and Casey's social profile at Sam Casey on LinkedIn.