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.

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

A new addition to the Newbridge team, Alex has over three years of mergers and acquisitions experience, leading financial analysis for large-scale real estate portfolio investments and as an M&A analyst intern for Amazon.com at their Seattle HQ. Previously, Alex worked as a legislative aide on Capitol Hill and led the field team for a US Senate campaign. Alex works on our client relations and valuation teams, helping funeral home owners find the right buyer for their business. Alex is a graduate of the University of Georgia with a B.B.A. in Accounting and lives in Tallahassee, Florida.

Shelley brings extensive expertise in mergers and acquisitions, having facilitated the representation and sale of businesses with a combined value exceeding $300 million. Her experience spans a diverse range of industries, including funeral homes, mobile home parks, insurance agencies, bookstores, mail centers, and pharmacies. Shelley excels at identifying compatibility between buyers and sellers, ensuring the foundation for a successful transaction, and works closely with clients every step of the way to achieve their goals.

Shelley holds a Bachelor’s degree in Psychology from American University in Washington, D.C. When she’s not helping clients, Shelley enjoys life on her horse ranch.

Rory supports our client relations team by engaging with funeral home owners and assisting in the process of selling their businesses. He is currently pursuing a B.S. in Finance at Florida State University. Recently, he interned at a wealth management firm, where he assisted financial advisors and individuals with retirement planning.

Yael supports our client relations team by connecting with funeral home owners and assisting in the process of selling their businesses from start to finish. She is currently pursuing a B.S. in Finance and Economics at Florida State University. During the summers, she volunteers as an academic success coach for Title IX students in South Florida.

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.

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.