Insurance Investment Banking
StoneRidge Advisors is an investment banking firm specializing in the insurance industry. Our clients include property casualty, life and health insurance companies, reinsurance companies, insurance technology, insurance brokerage, managing general agency, claims management and other related service companies as well as private equity, venture capital and other investors in the industry.
Founded in 2006, StoneRidge Advisors combines the professionalism, technical expertise and transactional experience of the large Wall Street firms with the industry knowledge, relationships and individual client attention of the industry boutiques. Our team brings over 100 years of cumulative insurance investment banking experience. StoneRidge Advisors combines extensive experience and best practices to help our clients achieve their strategic goals and financial objectives.
Mergers & Acquisitions:
Sell-side Advisory
Buy-side Advisory
Corporate Development
Capital Markets:
Equity Private Placement
Debt Capital
Capital Markets Advisory
Other Advisory Services:
Business Valuations
Fairness Opinions
Solvency Opinions
Regulatory Opinions