President
Current
Mar 2023 - Present
AeroLeads people directory · profile
Taylor Hess Email & Phone Number
President at StoneBridge Business Advisors
at
StoneBridge Business Advisors, LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
President at StoneBridge Business Advisors
Location
Summerfield, Florida, United States
Who is Taylor Hess? Overview
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Quick answer
Taylor Hess is listed as President at StoneBridge Business Advisors at StoneBridge Business Advisors, LLC, based in Summerfield, Florida, United States. AeroLeads shows a matched LinkedIn profile for Taylor Hess.
Taylor Hess previously worked as President at Stonebridge Business Advisors, Llc and Director - Mergers & Acquisitions at Audientis, Llc. Taylor Hess holds Bachelor’S Degree, Finance from College Of Charleston.
Company email context
Email format at StoneBridge Business Advisors, LLC
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StoneBridge Business Advisors, LLC
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Profile bio
About Taylor Hess
Engineering-minded financial professional and creative problem solver. B.S. in Finance from The College of Charleston preceded FINRA Series 7 and 63 licensure as an equities broker at E*TRADE Financial Corporation. I was soon fortunate enough to join a Forbes Top 50 Wealth Management Advisory group at Merrill Lynch, where I served a dual role as a Financial Advisor for Merill and a Banker for Bank of America. During COVID, I made a career pivot to a multi-family office managing private placement and alternative investments for a select group of Ultra-High-Net-Worth families. At Audientis, I served as Senior Analyst--managing various development projects, analyzing numerous companies, compiling investor/lender presentations, and leading debt and equity placements for a variety of commercial projects in a wide array of industries and capacities (including Entertainment/Attractions, Government Contracting, Home Services, Distribution, Automotive, Real Estate, and others). I was also fortunate enough to source and lead an $18m sell-side transaction in the Pool & Spa Industry followed by three other such transactions when the lightbulb lit up...Upon discovering the overwhelming need of business owners to devise and execute their unique exit plan, coupled with an unfortunately common distrust of certain buyers, I started StoneBridge Business Advisors, LLC, to help sellers realize the full potential of their exit. At StoneBridge, we treat client objectives with a Fiduciary mindset and goals-first approach. We are relationship-based and moderate the number of clients we take on to allow proper attention to each situation and ensure the work is done correctly. Because oftentimes, the difference in doing the work vs. doing the work right can result in a difference of hundreds of thousands--if not millions of dollars in value to sellers.
Current workplace
Taylor Hess's current company
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10 roles
Taylor Hess work experience
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Director - Mergers & Acquisitions
Led Company’s initiative into sell-side advisory work, primarily in charge of sourcing and evaluating opportunities, maintaining relationships, preparing CIMs, connecting with buyers, and ensuring engagements are brought to a successful close.
Nov 2021 - Jan 2023
Financial Analyst
Performed various Excel-based historical and pro forma financial analysis on both currently operating businesses as well as prospective opportunities in the Attractions, Commercial Real Estate, Government Contracts, and Distribution industries.Prepared investor decks, bank presentations, and loan documentation, for various initiatives. Raised both debt and equity for various projects, directed certain construction financing, and oversaw operational management of certain portfolio companies.Sourced/ran point on an 18.3M sell-side transaction (prepared the CIM, buyer list, sourced buyer, negotiated LOIs, maintained communications between all parties, oversaw financial/legal/tax due diligence, QofE, and was involved heavily in the final agreements negotiations, through NWC true-up)
Dec 2020 - Nov 2021
Dec 2020 - Jan 2023
Assistant Vice President, Financial Solutions Advisor
Banking/investments team leader, solving both retail and commercial needs. Whether a routine request or complex issue requiring cutting through various waves of departmental red tape, I built a reputation for going the extra mile and doing the right thing in every one of my 1000+ client interactions
Oct 2019 - Dec 2020
Bank Team Financial Advisor
Dual Role involving banking and investments, operating in a Bank of America Financial Center
Jan 2019 - Oct 2019
Financial Advisor
Mar 2018 - Oct 2019
Nov 2017 - Mar 2018
Financial Services Representative
Jan 2017 - Nov 2017
Finance Intern
Prepared annual City Reimbursement Report and paid company’s taxes Assisted with employee file management and conducted payroll operationsAssisted Box Office manager with daily operations including ticket management and ticket sales reconciliation
Aug 2015 - Feb 2016
2 education records
Taylor Hess education
Bachelor’S Degree, Finance
College Of Charleston
Mechanical Engineering
The University Of Alabama
FAQ
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Quick answers generated from the profile data available on this page.
What company does Taylor Hess work for?
Taylor Hess works for StoneBridge Business Advisors, LLC.
What is Taylor Hess's role at StoneBridge Business Advisors, LLC?
Taylor Hess is listed as President at StoneBridge Business Advisors at StoneBridge Business Advisors, LLC.
Where is Taylor Hess based?
Taylor Hess is based in Summerfield, Florida, United States while working with StoneBridge Business Advisors, LLC.
What companies has Taylor Hess worked for?
Taylor Hess has worked for Stonebridge Business Advisors, Llc, Audientis, Llc, Audientis Automotive Advisors, Llc, Bank Of America Merrill Lynch, and Merrill Lynch.
How can I contact Taylor Hess?
You can use AeroLeads to view verified contact signals for Taylor Hess at StoneBridge Business Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Taylor Hess attend?
Taylor Hess holds Bachelor’S Degree, Finance from College Of Charleston.
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