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