Your Trusted Partners

SB Value Partners, LP (SBV)

Inception: January 2000
No debt since inception
100% plus average annual ROE
Advises over $ 3.8 Billion of community financial institution investment portfolios. Manages $400 million for community financial institutions and their customers in Managed Accounts and 3(c)(1) L.P.s
Provides Platform Sharing Access to Community Financial Institution
Specializes in Transparent Portfolio Advisory Services
13 Employees/Exclusive Consultants, Average Tenure: 9 years

Investment Professionals, Inc. (IPI): Pre-Acquisition*

Inception: May 1992
Specialized in Non-Deposit Investment Sales Programs in 148 community financial institutions in 29 states. 305 Employees/Financial Consultants.
Historically the Most Highly Rated Financial Institution Investment Firm in the Country (Source: American Brokerage Consultants, multiple years)
Managed $8.20 Billion in retail and institutional assets
100 % plus Average Annual ROE and Zero Debt
Purchased by Ameriprise (NYSE: AMP) in July 2017

*Special Note: The sale of IPI by SB Value Principals in 2017 is important in understanding SB Value Partners, LP. This liquidity event allows SBV to concentrate exclusively on building FinTech tools and resources for community financial institutions without capital or revenue pressures – a unique situation in today’s world.

Scott A. Barnes

Managing Partner, SB Value

Founder and Managing Partner of SB Value Partners, LP (1999 – present)
Founder and Manager of SAB Moderate Equity Partnership (1999 – present), an investment partnership concentrating on community financial institution ownership
Founder of SAB Capital Markets LP (2011-present), an AI based municipal bond trading platform
Founder and Former Chairman of Investment Professionals, Inc. (1992-2017), a broker-dealer specializing in community financial institutions. Sold to Ameriprise (NYSE: AMP) in 2017

Since Inception SBV Has Had:

One Primary Owner

No Debt

Over 100% Average Annual ROA

The managing partner of SBV is also co-founder of Full Force Foundation, a Scott and Martha Barnes Mission that specializes in providing therapy and counseling to underprivileged youth and adults.

Profits from SBV help fund the Full Force Foundation mission.

Benefits of SB Value Partners, LP

Advises Over $3.8 Billion of Investment Portfolios

Manages $400 Million Of Qualified Funds

Superior Risk Adjusted Returns

Aligned With Partners

Zero Debt

CONTACT SB VALUE TODAY

“100% of our efforts are dedicated to increase ROA and ROE in community financial institutions with no additional capex.”

– Scott A. Barnes, SB Value Founder and Managing Partner