Southbridge Advisory Group Inc.


Merger and Acquisition advisory has been a key aspect of Southbridge since its inception in 1990. Our roots are primarily in sell side representation evolving to a more equal number of representations in buy side advisory with private equity firms and management entities. We excel in procuring equity and management groups projects meeting their defined investment interest.

Mergers, acquisitions, and divestitures are all important strategic decisions that need to enhance growth capabilities, strengthen competitive position, or create liquidity. Our focus is to assist our clients with growth or divestiture to meet financial objectives through sale, merger, acquisition or equity investment.

Southbridge capabilities include:

  • Sellside Advisory
  • Buyside Advisory
  • Business Valuation
  • Funding Facilitation
  • Public Company formation and launch



Valuation Guidance

Shareholders benefit from the accredited valuation services rendered by SAG. Guidance will be given as to the indicated range of value and the current market conditions of the company. This is a critical first step in preparing for to go to market.

Preparation of an Effective Marketing Presentation and Plan of Action

An effective comprehensive sale memorandum provides needed basic information of the company to include: history, current events and prospects, financial history recast to EBITDA or normalized EBITDA, services and products, management and team. The information presented needs to be completely accurate while reflecting the company’s most attractive investment opportunity within a comprehensive professional format.

Equally important is a well defined marketing plan that includes and prioritizes all potential areas of acquisition interest with a plan of execution for networking the potential acquisition markets.

The prospective buyer universe can be quite large and diverse with many candidates not being apparent to a seller. SAG while preserving confidentiality, will research these potential areas, utilize our network of relationships, and explore private equity groups or public companies seeking a specific platform of opportunities.

Negotiation of Purchase and Closing

Southbridge has experience in creative structures within asset, stock, and partnership divestitures. We serve an important function in providing third-party perspective and communication through-out the negotiations and steps to a successful closing.


SAG assists private equity groups, corporations and small-cap public companies with analysis of best fit acquisitions / mergers, perform searches, facilitate the acquisition process, and assist with procurement of acquisition funding. SAG can serve as an outsourced development arm for corporate growth through merger & acquisition.

The following are some of the key transaction services we can provide:

  • Understand the acquisitions needs and goals
  • Define acquisition criteria with economic capabilities
  • Identify prospects and contact prospects on a confidential basis
  • Negotiate sale value and structure under client direction
  • Assist in due diligence

Southbridge offers comprehensive professional representation in M &A transactions.