NewBridge Group
NewBridge Group is a funeral-home succession planning and M&A advisory firm that helps independent, family-owned funeral home owners sell their businesses via curated private-buyer matching and transaction-based fees, operating across the United States.
- Company typePrivate
- Founded1997
- HeadquartersTampa, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What NewBridge Group does
NewBridge Group is a funeral home succession planning and M&A advisory firm founded in 1997 by Jeff Boutwell and operated as a privately held LLC. The firm is headquartered in Atlanta, Georgia, with a regional office in Fort Wayne, Indiana (led by President Tony Kumming), and serves independent, family-owned funeral home owners across the United States and Puerto Rico. The firm's stated focus is exclusively on the death-care sector — distinct from a generalist real-estate transaction approach — and it assists owner-operators through every stage of a business transition. There are no disclosed funding rounds, institutional investors, parent companies, or subsidiaries.
The firm's product set is narrow and vertical: confidential funeral home business valuations, buyer-matching services, and full M&A transaction facilitation including offer structuring and closing support. Its differentiator is a curated "best fit" matching model, supported by a private-buyer network that includes Rollings Funeral Service (≈70 locations across 18 states), Pinnacle Funeral Service (Midwest consolidator with an expanded credit facility), Premier Funeral Management Group, and Service Corporation International. Inputs do not disclose any proprietary software, AI/ML components, or platform infrastructure; the offering is advisory-led, with deal sourcing and execution run by senior practitioners (Tony Kumming, Todd Reich, Ron Gushulak, and founder Jeff Boutwell), some of whom publish thought leadership in trade outlets such as Southern Funeral Director Magazine.
NewBridge's revenue model is transaction-based fees with no upfront client charges: prospective sellers receive complimentary no-obligation valuations (75–100 per year), and most closings reportedly occur within 90 days. The firm has supported more than 1,000 funeral home transactions in combined team experience and more than 400 lifetime closings as a firm, with stated outcomes of 20%–50% additional after-tax proceeds for sellers relative to unsolicited offers. The seller-side customer base is fragmented across many SMB funeral homes; on the buyer side, a meaningful share of recent closings appear to flow through repeat relationships with Rollings, Pinnacle, and Premier Funeral Management, indicating a moderate level of concentration on the demand side of the platform.
NewBridge Group firmographics
Firmographics- Name
- NewBridge Group
- Legal name
- NewBridge Group, LLC
- Website
- https://newbridgegroup.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- NewBridge Group is a funeral-home succession planning and M&A advisory firm that helps independent, family-owned funeral home owners sell their businesses via curated private-buyer matching and transaction-based fees, operating across the United States.
- Ownership category
- akta.pro rank
Where NewBridge Group is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
NewBridge Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Succession Planning and M&A Advisory Services: Transaction-based fees for helping funeral home owners sell their businesses. The company structures transactions that help clients obtain 20%-50% additional after-tax proceeds relative to what they would have received prior to involvement. Works exclusively on sale transactions without offering accounting or other services to independent funeral home owners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Complimentary Business Valuation |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
NewBridge Group product offering
Product offeringCore offering
NewBridge Group is a funeral home succession planning and M&A advisory firm that helps independent, family-owned funeral home owners sell their businesses. The firm provides complimentary confidential business valuations, matches sellers with hand-picked private buyers from a curated network, and facilitates the entire transaction through closing, with most closings occurring within 90 days and clients typically receiving 20%-50% additional after-tax proceeds compared to prior offers.
Product overview
NewBridge Group is a funeral home succession planning advisory firm that provides a suite of services to independent funeral home owners considering a sale. The company's core offerings include confidential business valuations, buyer matching services, transaction facilitation, and ongoing succession planning support. Operating since 1997, NewBridge Group specializes exclusively in the funeral service sector, connecting sellers with hand-picked private buyers while focusing on achieving the best fit for legacy preservation.
Differentiator
Problem solved
Functional benefit
Products and services
- Funeral Home Succession Planning Advisory Advisory services helping funeral home owners plan and execute business transitions, including identifying potential buyers and structuring transactions; designed for independent family-owned funeral home owners exploring a sale.
- Funeral Home Valuation/Appraisal Services Confidential, complimentary no-obligation business valuation services using market evaluation to determine potential sale proceeds for funeral home owners considering a sale.
- M&A Transaction Facilitation Facilitation of funeral home mergers and acquisitions including buyer identification, interview coordination, offer structuring, financing assistance, and closing support; most closings complete within 90 days.
Quantifiable outcome
- 20%-50% additional after-tax proceeds for clients vs. prior offers
- +3 more outcomes
Companies that use NewBridge Group
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles2 records
NewBridge Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
NewBridge Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor and core.
- Ron GushulakminorSuccession planning leader joining NewBridge Group with 30 years of experience in funeral homes, cemeteries, crematories, and death care service companies. Brings expertise supporting NewBridge's expansion plans.
- Rollings Funeral ServicecoreOne of NewBridge's premier buyers - one of the largest privately-owned funeral service operators in the United States with approximately 70 funeral service locations across 18 states. Founded and operated by Greg and Debbie Rollings, both career funeral directors. NewBridge assists Rollings with acquisitions including Preddy Funeral Homes, Dugan Funeral Group, Weinstein Mortuary, and many others.
- Pinnacle Funeral ServicecoreLeading privately owned funeral home company focused on Midwestern United States expansion. Actively acquiring funeral homes with larger credit facility secured for accelerated acquisitions. NewBridge assists Pinnacle with acquisitions including Draeger-Langendorf Funeral Home, Delehanty Funeral Home, and Hartson Funeral Home.
- Premier Funeral Management GroupminorRegional funeral home operator acquiring businesses including Sharp Funeral Home, Creech Funeral Home, and Cotrell Funeral Service & Southern Missouri Crematory.
- John Yopp (Southern Funeral Director Magazine)minorPublisher of Southern Funeral Director Magazine (founded 1919) who has started acquiring funeral homes with NewBridge's assistance in structuring purchases and financing. Currently owns multiple locations including Labby Funeral Homes.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
NewBridge Group competitors and assessment
Company assessmentBroad incumbents
- Sunbelt Business Brokers: Large U.S. business brokerage franchise network facilitating sales of small and mid-sized businesses. Comparable as a competing intermediary for independent funeral home owners exploring sale, though less specialized in death care.
- Foundation Partners Group: One of the largest privately-held funeral services operators in the U.S., actively acquiring independent funeral homes. Comparable as both a frequent transaction counterparty (NewBridge President Tony Kumming previously worked in M&A there) and as a consolidator competing for the same seller base.
- Service Corporation International: The largest publicly-traded funeral, cemetery, and cremation operator in North America. Comparable as a high-volume acquirer of independent funeral homes (e.g., Eubank Funeral Home acquired via NewBridge) and as the dominant incumbent shaping industry consolidation dynamics.
Direct peers
- Generational Equity: U.S. lower middle-market M&A advisory firm specializing in transactions for owner-led businesses, similar in size and go-to-market (complimentary valuations, success-fee closings). Comparable as a competing intermediary targeting retiring business owners in fragmented industries.
- Capstone Partners: Middle-market M&A advisory firm with sector-focused practices. Comparable as a competing transaction advisor serving closely-held businesses with success-fee economics and similar transaction size range.
- Murphy Business & Financial Corporation: Business brokerage and M&A advisory franchise focused on lower middle-market transactions. Comparable as a competing intermediary offering business valuations and success-fee sales services to retiring owner-operators.
Regional players
- Pinnacle Funeral Service: Leading privately-owned Midwestern funeral home operator actively acquiring with credit facility funding. Comparable as a NewBridge premier buyer partner and as a regional consolidator with overlapping acquisition targets.
- Legacy Funeral Group: Privately-held funeral services consolidator pursuing acquisitions of independent funeral homes. Comparable as a competitor for sellers in the same consolidation-driven M&A market where NewBridge intermediates.
- Rollings Funeral Service: One of the largest privately-owned funeral service operators (~70 locations across 18 states). Comparable as NewBridge's most active premier buyer and as a strategic acquirer fueling transaction volume for the funeral home succession market.
- Keystone Group Holdings: Death care holding company and consolidator (President Tony Kumming previously served as Corporate Development Analyst there). Comparable as an acquirer of independent funeral homes and as a sector peer in the death care M&A ecosystem.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
NewBridge Group social profiles
Digital presenceNewBridge Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
NewBridge Group leadership team
Management profileNumber of profiles
Profiles4 records
NewBridge Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NewBridge Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NewBridge Group
What does NewBridge Group do?
NewBridge Group is a funeral home succession planning and M&A advisory firm that helps independent, family-owned funeral home owners sell their businesses. The firm provides complimentary confidential business valuations, matches sellers with hand-picked private buyers from a curated network, and facilitates the entire transaction through closing, with most closings occurring within 90 days and clients typically receiving 20%-50% additional after-tax proceeds compared to prior offers.
Is NewBridge Group a public or private company?
NewBridge Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was NewBridge Group founded?
NewBridge Group was founded in 1997. It employs 11 to 50 people.
Where is NewBridge Group based?
NewBridge Group is headquartered in Tampa, United States, in the North America region.
How does NewBridge Group make money?
One revenue line is on record: succession Planning and M&A Advisory Services.
Who are NewBridge Group's main competitors?
Broad incumbents on record are Sunbelt Business Brokers, Foundation Partners Group and Service Corporation International. Direct peers are Generational Equity, Capstone Partners and Murphy Business & Financial Corporation. Regional players are Pinnacle Funeral Service, Legacy Funeral Group, Rollings Funeral Service and Keystone Group Holdings.
Does NewBridge Group have an API?
No public API is recorded for NewBridge Group.