About Us

Stoneridge Partners is a national healthcare mergers and acquisitions (M&A) advisory and strategic consulting firm that manages complex transactions for home care, home health, hospice, and behavioral health companies. With 25+ 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.

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 25+ years 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 25+ 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

For those looking to sell their healthcare business, our sell-side services offer a tried-and-tested process. Stoneridge is there every step of the way, guiding our clients to the ultimate goal: a successful sale of their business.

Our buy-side services are designed to identify exclusive opportunities that align with your organization’s strategic goals. Stoneridge has a proven track record of presenting our clients with unique options that would otherwise be unavailable.

Stoneridge Strategic Consulting has decades of knowledge and experience to help our clients evaluate the next best steps for their organizations. Whether your organization is considering a merger, expanding into new geography, moving into different market segments, or assessing your payor mix, Stoneridge can help you choose the right path and successfully navigate the evolving regulatory, financial, clinical, and operational challenges you face each day.

The Process

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

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

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.

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.

Potential buyers execute a confidentiality agreement prior to accessing documentation with confidential information.

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

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.

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.

Once the Buyer is confident in the diligence process, attorneys will be brought in to negotiate more detailed terms of the deal that 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.

The day everyone has been working so hard for: the close of a successful transaction. Funds are wired and the Buyer 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 be there every step of the way.
  • 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

25+ 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 25+ years. And because our advisors have high-level experience working in the healthcare field, they know what it takes to prepare for tomorrow.

Contact Us