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Sunbridge Advisors

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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
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Jamestown Capital LLC