SOUTHBRIDGE ADVISORY GROUP I N T R O D U C T I O N
Southbridge Advisory Group, formed in 1990 as Southbridge Business Resources, is a boutique management services firm focused in merger & acquisition advisory, capital procurement, and management consulting services. Our primary focus is small-cap to mid-cap companies in both the private and public sector along with formation and emerging growth companies. The Company headquartered in Tulsa, Oklahoma serves clients throughout North America.

Our Senior Associate team offers decades of experience in successfully operating and growing emerging companies; and taking companies to the next level in growth and market niche. SAG and our team have a proven track record in a broad spectrum of business disciplines in both public and private sectors that include: manufacturing / distribution, healthcare, energy, environmental / chemical, technology driven products, consumer and hospitality, franchising, and real estate.

Ongoing engagements are limited in quantity to insure we offer extensive hands-on efforts in each engagement. A director or senior associate leads the hands-on effort in each engagement. Southbridge excels in achieving needed agreed upon goals and benchmarks in each engagement.

From our team’s unique individual experience and business success we focus on three primary services:
  • Merger & acquisition / divestiture projects
  • Corporate management advisory and small business consulting where hands-on outside assistance is needed for growth, improvement, restructuring, or company turn-around.
  • Capital procurement within debt and / or equity structures

Our primary markets are Companies within $3,000,000 to $40,000,000 annual revenue where our related experience offers enhanced ability to assist our client’s in reaching desired goals; entrepreneurial companies that need to develop and maximize their growth potential.

Southbridge has a specialty focus in merger & acquisition projects that include consolidating synergistic acquisitions requiring funding procurement and corporate management implementation. SAG also provides services to emerging companies that include formation, capital market, strategic planning and business development programs.

The primary mission of Southbridge Advisory Group is to create greater revenue opportunity and enhanced profitability for our clients; along with potential high-growth investments in transparent business opportunities that offer accelerated returns for the investor.