Stonebridge Partners HR

Stonebridge Partners is a small business built to serve small businesses. Our focus is simple — provide smarter, fairer solutions for benefits, staffing, and payroll, while keeping people and relationships at the center of everything we do. We understand the challenges owners face because we face them too — and that’s exactly why we care a little more, respond a little faster, and always put integrity before profit.

Co-Founder

Audience & Income

Member

Elite PEO LLC

Directed Elite PEO to 3 consecutive years of over $50M ARR, with yearly increases of 12%+.

Planned, directed and oversaw Elite PEO's operational policies, rules, initiatives, and goals. I helped the organization execute long-term and short-term plans and directives by implementing judgement, vision, management, and leadership.

I helped the company executives to manage all clients in New School ways utilizing a work ethic infused by Old School principles.

Chief Operating Officer

1P410 Sports Ventures, LLC

1P410 Sports was a fully integrated sports services company committed to structuring a balanced athletic plan for all. Within the 5500 square foot training facility, we provided personal and group fitness training, sports psychology, sports therapy, massage therapy, acupuncture, and a golf performance center. We utilized technology to help all members attain their goals.

Investor/Board Member

Invesco US

Managed over $80B (topping at $100B) in assets across multiple short-term fixed income sectors and currencies including Prime funds (US Dollar), Canadian, Tax-Exempt, US Dollar Offshore, US Gov't & US Treasury funds. Assets Under Management across Invesco topped $700B.
Authored weekly economic commentaries, presented data analysis on various market segments and provided strategic plan for ongoing portfolio management implementation.
Developed strong rapport with broker/dealer community and maintained attuned ear to market news and movement.
Interacted and collaborated with many internal departments to effectively manage, negotiate and excel through extreme periods of market volatility.

2002-2005 Invesco Fixed Income Internal Wholesaler

1999-2001 Senior Portfolio Assistant

Portfolio Manager

The Briarwood School

Taught Economics, World History, and World Geography to a dynamic group of high school students.  Briarwood is a unique environment with kids who need a more focused and targeted setting in which to learn and thrive.

Teacher

CEO Stonebridge Partners. Simple guidance for complex humans.

After two decades in big and small business — managing billions, scaling startups, and chasing someone else’s definition of success — I realized what was missing: purpose.

In 2019, I co-founded Stonebridge Partners to do things differently. We help small businesses cut through the noise of overpriced benefits, complex payroll systems, and the staffing chaos that never seems to end.

Our mission is simple:
Build real partnerships. Craft smarter solutions. Keep business human.

Because at Stonebridge, we believe small businesses deserve big-league support — without the big-business nonsense.

I share what we’re learning (and unlearning) here on LinkedIn — join me, and let’s build something better together.

I am only a DM away. And you are inching closer to better services from someone who knows and understands the challenges of small business.

Tom Gerhardt

Flight Financial

Flight Financial is an outsourced CFO firm that helps professional service providers have growing, profitable, and successful businesses. https://www.flight.financial/

Founder & Chief CFO

Cadilus

•  Cadilus is a managed service and consulting firm founded to bring Fortune 500 finance and analytics to the middle-markets. 
•  The Company's strategy is to merge finance, analytics, and best-practice management systems into innovative capability offers that enable customers to make better business decisions. 
•  The Company leverages technology and delivery process excellence and innovation to offer exceptional value at an unprecedented pace.
•  As a Manager, I was responsible for leading several client engagements and my key tasks centered on the following core service offerings – 
(1) Financial Modeling & Forecasting, 
(2) Performance Measuring & Reporting, 
(3) Business Planning & Budgeting, and 
(4) Business Analytics & Insights.

Manager, FP&A Services

AmeriLife

Summary:

• Provide direction, coordination, oversight and execution of all phases of acquisition analysis and due diligence to ensure consistency with company strategy, commitments and goals.

• Support the firm’s Corporate Development function through management of research, due diligence, financial analysis and development of presentations for initiatives across the company.

Key Duties and Responsibilities:

• Support the CEO, CFO and other senior Corporate Development executives in strategic and financial analysis for acquisitions and key business initiatives. 

• Research and assess transaction opportunities. 

• Build valuation and financial models. 

• Communicating the business case for proposed acquisitions, particularly the strategic alignment, market context, business analysis and financial justification. 

• Manage the due diligence review of target acquisitions. 

• Identify risk issues that impact transaction value and engage the right resources to address. 

• Meet with stakeholders and provide status updates; clearly communicate issues, potential risks, and mitigation plans. 

• Serve as liaison with target acquisitions and internal subject matter experts to clarify due diligence requirements and ensure thorough follow through. 

• Consolidate due diligence reports from subject matter experts; Distill and summarize relevant information for Senior Executive team. 

• Identify due diligence issues and work with legal team to resolve issues in the transaction documents.

Manager, Corporate Development

Dixon Hughes Goodman LLP

• Participate in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers 

• Perform (i) quality of earnings, (ii) working capital and (iii) debt and debt-like items analyses 

• Analyze the financial operations of the target companies and identify issues that may impact the purchase price 

• Understand and evaluate financial and operational trends of target companies 

• Lead diligence meetings with target company management team 

• Communicate due diligence findings in a formal report 

• Supervise senior associates and provide performance review feedback 

• Develop and maintain strong client relationships/project management 

• Manage multiple tasks/projects at a time

Manager, Transaction Advisory Services

MetLife

• Worked in MetLife's Corporate & Other Segment Controllers Group. 
•  Served as Controller for start-up businesses within MetLife, primarily the Expatriate Insurance Business (Life, Health, LTD).

Controller, Expatriate Business, C&O Controllers Group

Crosstree Capital Partners, Inc.

• Crosstree is a Healthcare-Focused Investment Bank Providing Mergers and Acquisitions
and Financing Advisory to the Diagnostics & Tools, Drug & Medical Device Outsourcing, and Healthcare Providers segments of the Healthcare industry.

Investment Banker

Silverwood Partners

• Provided financial and strategic advisory services to TMT and Healthcare companies in connection with M&A, divestiture, and private financing transactions.

About Silverwood Partners

Silverwood Partners is a specialized investment bank that provides merger & acquisition advisory services, private capital financing capabilities, and financial and strategic advisory services to public and private companies worldwide in the TMT, healthcare, and consumer sectors.

Vice President Investment Banking

Liberty Savings Bank

• Coordinated several client projects and internal initiatives across multiple offices in different states

Associate, Investment Services

Is your business booming💥but your bank balance barely pays your bills?😭I can help.😎I'm a fractional CFO for founder-owned, self-financed businesses seeking more money, more time, and more peace. | DM me for details 🚀

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At Flight Financial, we have a 6-step One Clear Path system for your firm that will give you the roadmap to that lifestyle.

Within the first 30 days you’ll have a bulletproof plan in hand to gain at least a 2x return on our service in the first year - the sky’s the limit!
 
✅ Here’s How I Elevate You:

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As a fellow professional services firm owner with 15+ years in finance, accounting, and diverse business collaborations, I deeply understand your aspirations and your challenges. 

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taplio

The Battle

Tom Gerhardt

Brian Zapf, CPA

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