Every Sunday morning we will publish a photograph of an SBI’er “in action” which is meant to illustrate how much fun we have working with you.


This project has one purpose: to celebrate you, our clients and followers.


Companies, firms, and fads come and go. But, because of you, SBI, the firm we love, has become a leader and has withstood the test of time. And as a result, smiles have been put on many faces. Thank you.


You can follow the project, and get to know our people, at #SBIFirstTenYears.



Private equity firms acquire portfolio companies because they’re betting they can make a healthy return on their investment by unlocking value.  One way to do so is to accelerate the portfolio company’s growth rate.  This is often when SBI gets a phone call.  Success in these situations requires us to work well with two different constituencies – the portfolio company’s leadership and the PE company’s managing partners. Here Principal Andrew Urteaga and Client Success Manager Eric Estrella break bread with representatives of each, as they kick off a new project.