Southbridge Advisory Group Inc.

Southbridge Advisory Group, formed in 1990, is a boutique management services firm focused in merger & acquisition advisory, capital procurement, and management consulting engagements. Our focus is micro-cap and small-cap companies in both the private and public sector, primarily in companies with emerging growth or restructuring needs. The Company headquartered in Tulsa, Oklahoma serves clients throughout North America.

Southbridge has a specialty focus in facilitation of public company formation projects that include; consolidating synergistic acquisitions requiring funding procurement, and corporate management implementation. SAG also provides services to emerging growth or restructuring companies that may need the same services and, strategic planning and business development programs.

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, health services, energy, environmental / chemical, technology driven products and services, 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 growth, improvement, restructuring, or company turn-around assistance is needed
  • Capital advisory services within debt and / or equity structures
  • Public company formation, launch, or restructuring

Our primary markets are; companies within $5,000,000 to $40,000,000 annual revenue where our related experience offers enhanced ability to assist our client’s in reaching desired goals, and entrepreneurial companies needing to develop and maximize their growth potential.