Sunbridge Advisors
Invested: 2024 | Website
Sunbridge Advisors is a full-service accounting firm based in San Antonio, providing a comprehensive range of services, including payroll processing and tax preparation, to a diverse client base in the region.
Why we invested
- Top tier operator with CPA experience
- The business was operating at full capacity without any marketing efforts, in an area experiencing rapid population growth
- Opportunities for Jamestown to automate many manual processes, allowing staff to focus on higher-value tasks and enabling the firm to serve more clients
- Clear potential for further acquisitions within the accounting industry