Financial Advisory

Business Valuations

StoneRidge Advisors’ ability to understand and determine the value of a company or financial institution is the foundation that sets our team of experts apart from other finance professionals. Our firm is built on integrity and exceptionally talented professionals who bring years of senior experience to each engagement.

As clients’ needs become increasingly complex, they can only be addressed with more sophisticated strategic advice. StoneRidge Advisors has provided well-documented financial analyses and valuation opinions for clients, large and small, in a wide variety of industries.

Companies and financial institutions require independent assessments of value for numerous reasons, including:

Going public
Mergers & Acquisitions
Configuring buy/sell equity incentives
Fairness opinions
Estate & tax purposes
Solvency opinions
Redeeming shareholders' interests
Structuring ESOPs
Determining the value of intangible assets and intellectual property
Purchase price allocation
Goodwill impairment
Litigation services

We encourage you to contact any of our professionals to discuss how StoneRidge can assist you in navigating through complex valuation issues in today's marketplace.

Fairness Opinions

In times of volatility and uncertainty, an independent opinion of fairness relative to the exchange of interest can provide comfort and legal support for any transaction. Additionally, independent fairness opinions are a key tool in defense against dissident shareholder claims.

Fairness Opinions are used for a variety of reasons including:

Mergers, acquisitions, and divestitures
Leveraged buyouts
Going-private transactions
Strategic restructurings
Related party transactions
Asset sale / run-off scenarios

StoneRidge Advisors has substantial expertise in both the public and private company arena and can work with parties to resolve issues of fairness quickly and with integrity. Our professionals have worked with some of the largest corporations across the country and we understand the importance of sound objective advice.

Consulting Services

Corporate guidance is vital to any company’s success during economic downturns as well as during prosperous times. StoneRidge Advisors provides senior leadership and proven problem-solving expertise to improve or enhance the outcome for all stakeholders. Our services range from strategy to execution and include:

Strategic positioning assignments
Board of Directors advisory
Due diligence / acquisition support
Turnaround / restructuring advisory
Revenue enhancement
Performance / benchmark studies
Pre-exit financial and strategic advisory
Capital structure design & implementation
Outsourced / Interim CFO

The professionals at StoneRidge Advisors know what it takes to position companies for success, whether that means an exit for shareholders or continued expansion. Our firm has worked with companies that range from start up ventures to Fortune 500 accounts. Reach out to one of our professionals to see how we can help you address your business needs.