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HEALTHCARE M&A ADVISORS

Looking for a trusted advisor with the expertise to help you grow, diversify or sell your healthcare business? Look to Stoneridge Partners.

The steps you take today will determine the future of your healthcare business. There’s no time like the present to start planning for tomorrow – but where do you start? You need advisors you can trust who understand what you do and where you want to go.

You need Stoneridge Partners.

About Us

Stoneridge Partners is a national healthcare merger and acquisition (M&A) advisory and strategic consulting firm that manages complex transactions for home care, home health, hospice, and behavioral health companies. With more than twenty years in business, our team of experienced healthcare advisors provides complete, confidential representation throughout the course of a transaction to both potential buyers and sellers.

Stoneridge Partners is the leading healthcare merger and acquisition (M&A) advisory firm with decades of experience in the industry. Our mission is to use our industry knowledge, expertise and long-term contacts to guide clients through the transaction process. We strive for the best possible outcomes and have a proven track record of personalized service, reliable strategic advice, and successful transactions. Stoneridge is a trusted name in the world of healthcare M&A.

WHY STONERIDGE PARTNERS?

With more than two decades of experience managing transactions for home health, home care, hospice and behavioral health agencies, Stoneridge Partners has the industry contacts and expertise to help you achieve your goals. Our advisors have previous executive-level experience working in healthcare operations and development, so they understand the many options you need to consider as you plan for the future.

Our Managing Directors

BEN BOGAN
BEN BOGANPartner and Managing Director
Ben’s experience in legal, real estate and government contracts is an asset in any Merger and Acquisition transaction.
JOSEPH LYNCH
JOSEPH LYNCHPartner and Managing Director
Joe brings Stoneridge Partners a unique perspective as owner/seller, as well as, decades of operational experience.

EXPERIENCE

We’ve been in business for more than 24 years and have closed hundreds and hundreds of transactions. Our brokers have years of experience as operators, attorneys, and development professionals. We’ve been in your shoes, and we know the daily challenges you face. There is no better partner than Stoneridge for optimizing your prospects of a successful transaction.

SERVICES OFFERED

THE PROCESS

Our process is designed to ensure confidentiality, maximize value, and get to get to an expedited close.
It includes the following phases:

Initial Consultation:
We start with a detailed conversation to understand your goals, explain the process, and discuss your options.

Planning and Documentation:
We collect data and produce comprehensive marketing materials, including a customized executive summary to attract qualified buyers. In addition, valuation range and expected selling price and other deal terms are discussed.

Targeted Marketing:
We conduct targeted outreach to potential buyers through a robust network of industry contacts. During this process, we utilize a blind listing to maintain confidentiality during this stage of the process.

Confidentiality Agreement/NDA:
Potential buyers execute a confidentiality agreement prior to accessing documentation with confidential information.

Buyer Engagement:
At this stage of the process, information is shared with Buyers to determine level of interest and negotiate price and other deal terms.

Letters of Intent (LOI):
Offers typically come in the form of a Letter of Intent. This is a written document that outlines the basic terms of a deal. Once parties have agreed on the basic terms, the LOI is executed. At this time, the Seller is typically under a period of exclusivity (usually 90-120 days) with the Buyer.

Due Diligence:
The due diligence period is usually 90-120 days. During this time, the Buyer spends considerable resources verifying all relevant information crucial to the deal. This will include financial, clinical and legal diligence to name a few. Stoneridge can host the due diligence data room for this process ensuring that confidentiality is maintained at all times.

Legal Process:
Once the Buyer is confident in the diligence process, attorneys will be brought in to negotiate more detailed terms of the deal thatas will be set out in the Purchase Agreement (PA). The Buyer typically provides the first draft of the PA. In addition, the attorneys will be responsible for handling the regulatory process.

Closing:
The day everyone has been working so hard for: the close of a successful transaction. Funds are wired and the Seller takes over operations

WHAT WE DO

No matter where you are in your decision-making process, Stoneridge Partners can help you find answers.

  • Do you want to grow or diversify a healthcare business?
    Stoneridge Partners will identify strategic growth opportunities for your business to pursue, even if they aren’t yet on the market. We will also engage with potential sellers or partners on your behalf and help you negotiate the terms of any transaction.
  • Are you ready to sell a healthcare business?
    Stoneridge Partners will help you determine what your business is worth on the open market and identify the right buyers to target. We will negotiate the terms of the sale and help you minimize tax implications by strategically structuring the transaction.
  • Are you thinking about what’s next for your healthcare business?
    Our experienced advisors can help decision-makers step back from the day-to-day and think about their next move. Should you consider new partnerships or joint ventures? Should you add a new service line or expand your geographic reach? Can you use CMS data to improve your business? Our Strategic Consulting Group will help you get on the right path to success.

WHY STONERIDGE

We are there every step of the way and succeed where others have failed.

Confidential Process

20+ Years of Experience

Leverage Industry Contacts

No Upfront Fees

Specific Industry Knowledge and Expertise

Hundreds and Hundreds of Successfully Completed Transactions

What’s Next

If you are considering a sale of your business or seeking strategic consulting services, please give us a call at (800) 218-3944.

CONTACT US

When you’re ready to talk about the future of your healthcare business, contact us at Stoneridge Partners. We’ve been building relationships in the home care, home health, hospice and behavioral health industries for more than 20 years. And because our advisors have high-level experience working in the healthcare field, they know what it takes to prepare for tomorrow.

We know your business because we’ve been there before – and we can be there for you.