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Mergers & Acquisitions

Selling a business or acquiring another business can be one of, if not the most, critical decisions in a company’s life cycle. We understand all the dynamics of a transaction and how they influence the different constituencies involved – from management and shareholders to vendors and employees.

 

StoneRidge Advisors provides the highest-quality M&A advisory services to both buyers and sellers by combining the best practices of Wall Street with the focus and senior-level attention of a boutique firm. We offer in-depth knowledge of the M&A process across all sectors of the insurance industry.

 

Sell-side M&A Advisory

StoneRidge Advisors can provide the proper context and market insight to assist you with the decisions involved when selling a business or divesting a subsidiary. Given our size and long-term focus, we can take an objective approach and give you honest answers about market timing and expected outcomes. While no one can “time” the M&A market perfectly, our vast experience in dealing with M&A assignments will provide you with the guidance necessary to fulfill your goals.

 

We customize every transaction process in order to best accomplish a client’s objectives. While valuation is often the most important issue in finding the right partner, transaction structure, employee retention, cultural fit and integration may also be crucial factors to consider in a sell-side transaction. Our M&A experts will handle all facets of sell-side transaction execution, including:

Because we are industry experts, we know the likely buyers of your business and interact with them on a daily basis. We will work with you to provide the most complete set of options and help you make the right decision.

 

Buy-side M&A Advisory

Having an unbiased buy-side advisor involved can help avoid the common pitfalls in evaluating an acquisition opportunity – overvaluing a business, failure to uncover key due diligence issues and poor transaction structuring. StoneRidge can work as your buy-side advisor in two ways:

 

(i) StoneRidge will represent a Company in reviewing a specific transaction. Our services include:

(ii) StoneRidge will represent a buyer to approach a broader universe of targets on an unsolicited basis. StoneRidge will: