Our Culture

Our values, vision, and purpose are deeply embedded in every client interaction, candidate interview, and peer collaboration.

Our Principles

Our principles are why we matter to our colleagues, clients, and partners.


We have 6 core values that govern how we bring our vision and purpose to life


Create more growth driven equity value than the top 10 Private Equity firms combined


Drive People to Reach Their Full Potential

Our Values

Be Great

Strive for excellence, and continually aspire to a higher standard.

Own the Outcome

Hold yourself accountable to find the solution for both teammates & clients.

Adopt a Growth Mindset

Acquire new capabilities, embrace new ideas, and seek out diverse experiences.

Embrace 1:1

Invest in relationships that will endure for decades.

Inspire Others

Empower those around you and transfer positive energy to clients & peers.

Build the Firm

Embrace teamwork to build something greater than ourselves

How We're Different

SBI’s culture is unmatched because, at the end of the day, we are in the people business. We celebrate every win with our clients and colleagues, and we see every challenge as an opportunity for personal and professional growth.

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Diversity, Equity & Inclusion

At SBI we strive for all of us to reach our full potential by being diverse by nature, equitable by design, and inclusive by choice.

Our curiosity to understand, value, and celebrate our unique strengths will improve outcomes for our people and our clients. This is an unwavering belief that guides how we build teams, cultivate leaders, and work with others.

It is an ever-evolving journey, and we will help and encourage each other as we grow.

We are committed to being intentional, purpose-driven, and values-based in who we are and what we do.


The culture is what makes this firm great. SBI is full of rock stars that motivate each other to be better and the bar is always set high.


— Tracy Edwards

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SBI Gives Back

As a values-based firm, our guiding principles extend into every facet of our lives and communities.

Each year as part of SBI Gives Back, we have the opportunity to donate to over 50 different causes, each one hand-selected by an SBI employee.