Stoneridge Partners Reviews
Naples, FL · Founded 2003
- Type
- Industry specialist
- HQ
- Naples, FL
- Founded
- 2003
- Deal size
- $5M-$100M
- Focus
- Healthcare
- Website
- stoneridgepartners.com
- Dan HoganFounder
Stoneridge Partners is a industry specialist headquartered in Naples, FL and founded in 2003. The firm focuses on Healthcare and typically advises on transactions in the $5M-$100M range. Key dealmakers include Dan Hogan (Founder). Read founder-verified reviews of Stoneridge Partners below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.
What to know about Stoneridge Partners
Stoneridge Partners has built its franchise in Healthcare, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Dan Hogan, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating Stoneridge Partners typically compare it against other industry specialist houses with similar sector emphasis.
Deal sweet spot at Stoneridge Partners sits in the $5M-$100M band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with Stoneridge Partners should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.
Geography matters more than founders expect. Stoneridge Partners operates out of Naples, FL, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.
Reviews
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Frequently asked questions
- Who can review Stoneridge Partners?
- Any founder who hired Stoneridge Partners as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
- Has Stoneridge Partners been reviewed by founders?
- Stoneridge Partners appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
- Where is Stoneridge Partners headquartered?
- Stoneridge Partners is headquartered in Naples, FL. The firm was founded in 2003.
- What kinds of deals does Stoneridge Partners work on?
- Stoneridge Partners focuses on Healthcare. Typical transaction size falls in the $5M-$100M range.
- Who are the key dealmakers at Stoneridge Partners?
- Senior dealmakers include Dan Hogan (Founder). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
- How does BankerNotes verify reviews of Stoneridge Partners?
- Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: April 18, 2025