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SB Value Partners, L.P.

I. Basics

SB Value Partners, LP is a FinTech firm providing platform-based access to Community Financial Institutions (CFIs), advising on over $5.6 billion in CFI investment portfolios. The firm specializes in transparent, AI-driven investment strategies to enhance ROA and ROE for institutional clients. Privately owned and debt-free since inception, SB Value has consistently delivered strong returns, with an average annual ROA exceeding 100%. Led by Managing Partner Scott Barnes, the firm also supports the Full Force Foundation, a nonprofit offering therapy and counseling to underserved communities.

Scott A. Barnes

Founder and Managing Partner of SB Value Partners, L.P., a Limited Partnership Program for Bank Trust Departments, Financial Institutions and High Net Worth Individuals with current assets under management (AUM) exceeding $211 Million.

Born December 13, 1961 in Corpus Christi, Texas. Barnes graduated Trinity University in San Antonio, Texas in 1984. He was an Investment Consultant with E.F. Hutton, Smith Barney & Prudential Securities in 1984-1992. Named Ernst and Young South Texas Entrepreneur of the Year in 1998. Named one of the “40 under 40 Rising Stars” in San Antonio by the San Antonio Business Journal in 2000.

II. Letters & Presentations

Nil

III. Significant companies
Below is a list of company engagements where the filer has filed a Schedule 13D and/or engaged in a proxy campaign. As the filer does not file a Form 13F, current ownership information is not available.
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