The Funeral Home Experts: NewBridge Group

Todd develops relationships with family-owned funeral home owners and helps determine cultural fits with NewBridge buyers. He has funeral home underwriting experience and can relay valuation information to prospective sellers. Todd has more than 20 years of experience in investment banking with most recently leading Business Development efforts at The Lenox Group, LLC. Todd earned his BSBA from UNC’s Kenan-Flagler Business School and his MBA from Emory’s Goizueta Business School. Todd is an active member of his church, assists with youth sports, and is involved with F3atlanta. He and his wife, Anne, have two sons, Reeves and Cannon.

Sam leads underwriting for NewBridge Group, joining the team with almost 10 years financial analysis, strategy and operating experience. Prior to joining NewBridge, Sam lead financial strategy for a multi-brand franchisor including pet day care facilities as well as a developer and franchisee of infrared saunas. Prior to that, he worked for a large private equity firm that invested in and operated citrus groves and timberland properties. Originally from South Georgia, Sam has an accounting and finance degree from the University of Georgia and MBA and Masters in Accounting from Mercer University.

Jeff has worked as a Merger and Acquisition Consultant primarily focused on the funeral industry for more than 20 years. Prior to founding NewBridge Group, Jeff was the Vice President of The Quantum Group, a mid-market merger and acquisition company based in Phoenix, Arizona. Additionally, he served as the lead financial analyst at Thomas-Pierce & Company, the top death-care industry brokerage firm during the 1990s. With Jeff’s involvement in more than 400 transactions, his solid experience negotiating with public and private buyers of funeral homes has given him an unparalleled knowledge of the industry. As a result, this has helped him determine the best methods to increase values of funeral home businesses.

Shelley’s mergers and acquisitions experience includes working with funeral homes, mobile home parks, insurance agencies, bookstores, mail centers and pharmacies. She identifies compatibility between buyers and sellers to determine if a transaction is possible, and from there, works closely with our clients. Shelley is also a licensed real estate agent and has been recognized as a leader in the field of real estate sales.

Lisa has a depth of funeral home experience, including leading the mergers and acquisition divisions of some of the top funeral companies in the industry. She’s underwritten and determined the valuation of more than 500 funeral home businesses in her career. Lisa has an impressive and innate understanding of how to analyze operations. Her mergers and acquisition experience includes the representation and sale of more than $200 million in combined value. Lisa is a graduate of Pennsylvania State University with a degree in economics. She has a passion for exercise and enjoys active outdoor activities such as kayaking and cycling

Rebecca assists our team with client communication, information flow, and documentation. She has a diverse background of loan origination, office management, and commercial artwork. With this strong background, Rebecca can creatively and effectively assist our clients in providing the necessary information so that we may most effectively pursue our client’s goals. Rebecca is a graduate of the American College of Applied Arts in Atlanta, Georgia, with a BFA in Visual Communications.

Megan Glasgow joins NewBridge with over ten years in the marketing industry. She is responsible for the marketing, communication, and content strategy efforts of the organization. A graduate of Florida State University with a degree in Communications, Megan has called Tallahassee her home since 2003. Over the past decade, Megan has shaped brand architecture, created content, driven social media strategy, and provided strategic guidance for effective campaigns. Megan is a fan of great music and great food with equal enthusiasm, and when she’s not at her desk you’ll find her on the nearest walking trail.

Marcus assists NewBridge's relationships within the Midwestern United States. As a 5th generation funeral director, Marcus grew up in the family funeral home. He then moved out to start a Funeral Livery and then eventually, founded Countryside Funeral Homes. Countryside Funeral Homes has grown to now serve approximately 800 families annually in the western suburbs of Chicago. Marcus joined NewBridge Group after going through the sale process himself and seeing first-hand the value of having an intermediary assist in the transaction. He is well aware of the emotions that owners experience when considering a sale, as well as many of the financial and non-financial questions to ask of a potential buyer.