What Stoneridge Partners does

Stoneridge Partners is a healthcare mergers and acquisitions advisory and strategic consulting firm headquartered in Louisville, Kentucky, founded in 2001. The firm specializes exclusively in serving home health, home care, hospice, and behavioral health providers across the United States, acting as a transaction intermediary and strategic advisor to both buyers and sellers. Core services consist of sell-side M&A representation, buy-side M&A advisory, a Strategic Consulting Group covering revenue cycle, clinical operations, payor mix, and transaction readiness, an EBITDA calculator tool, and proprietary market intelligence publications (the monthly Home Health Index and Post Acute Care Index).

The firm operates a transaction-based revenue model, earning a negotiated percentage of the sale price upon successful deal closure with no upfront fees charged to clients. Go-to-market is direct and relationship-driven: senior advisors engage with healthcare business owners through a consultative nine-step process (initial consultation, planning, targeted marketing, confidentiality agreements, buyer engagement, LOIs, due diligence, legal process, and closing). Pipeline development is supported by content marketing (blog, indices), email outreach, LinkedIn presence, earned media, and active speaking at major industry conferences. Underlying technology is standard business infrastructure (financial analysis tools, due diligence data rooms, proprietary market intelligence) rather than a software platform.

The firm is privately held as a partnership with no external institutional investment, and is led by partners including Ben Bogan, Joseph Lynch (founder of Reachout Home Care, sold to Humana in 2014), Tom Lillis (30+ years healthcare consulting), Ted Cohen (former Florida agency owner), and Dan Huckestein, alongside associate partners and associates. The team's defining characteristic is firsthand operator experience in home health, home care, hospice, and behavioral health, which the firm uses as its primary differentiator versus generalist brokers.

Name

Stoneridge Partners

Legal name

Stoneridge Partners

Website

https://stoneridgepartners.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Stoneridge Partners is a privately held, Louisville-based healthcare M&A advisory and strategic consulting firm founded in 2001, specializing in sell-side and buy-side transaction representation for home health, home care, hospice, and behavioral health providers across the United States on a transaction-fee basis.

Ownership category

akta.pro rank

Product category

Healthcare Mergers & Acquisitions Advisory

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Main Street Business Brokerage (SMB/Owner-Operated) (FSAEAIAA)

Keywords

• Healthcare mergers acquisitions
• Sell-side advisory
• Buy-side advisory
• Hospice home health brokerage
• Strategic consulting healthcare

Headquarters

HQ city

Louisville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Transaction-based Advisory Fees: Stoneridge Partners is compensated through transaction fees paid upon successful completion of M&A deals. When representing buyers or sellers in a transaction, they are only paid a percentage of the sale price. There are no upfront fees of any kind. Consulting and analytics services are fee-based. This creates aligned incentives between the firm and clients, with payment contingent on successful deal closure.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Stoneridge Partners provides healthcare mergers and acquisitions advisory services for home care, home health, hospice, and behavioral health providers. Services include sell-side and buy-side transaction representation (valuation, marketing, buyer outreach, negotiation, due diligence, closing), strategic consulting for healthcare organizations planning expansion or transactions, and market intelligence publications such as the monthly Home Health Index.

Product overview

Stoneridge Partners is a healthcare M&A advisory firm offering sell-side and buy-side transaction advisory services, strategic consulting, and market intelligence research for home care, home health, hospice, and behavioral health companies. Their core offerings consist of transaction advisory services (sell-side and buy-side M&A), strategic consulting group services, an EBITDA calculation worksheet tool, and a monthly Home Health Index research publication. The firm operates as a service-based advisory business rather than a software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side Mergers and Acquisitions Advisory services for healthcare business owners looking to sell their company. Includes valuation analysis, comprehensive marketing materials, targeted buyer outreach, negotiation, and transaction management through closing. Available to home care, home health, hospice, and behavioral health agency owners nationwide.
• Buy-Side Mergers and Acquisitions Advisory services helping buyers identify and acquire healthcare companies. Includes evaluating industry opportunities, recommending suitable targets, negotiating favorable terms, and closing transactions. Primarily serves large corporate and regional buyers, private equity firms, and healthcare operators in home health, home care, hospice, and behavioral health sectors.
• Strategic Consulting Fee-based consulting services helping healthcare clients evaluate strategic options, including mergers, geographic expansion, market segment entry, payor mix assessment, revenue cycle, clinical operations, and transaction readiness preparation. Offered under the DBA "Stoneridge Strategic Consulting."
• Home Health Index Monthly market intelligence publication tracking publicly traded post-acute care company stock performance, M&A activity, industry trends, and valuation metrics for the home health and hospice sectors. Used by healthcare industry executives, investors, and operators as a market reference.
• EBITDA Calculator Adjusted EBITDA calculation worksheet available for download in Excel and PDF formats to help healthcare business owners estimate company valuation ahead of a potential sale. Distributed as a free tool for prospective M&A clients.

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• The Braff Group: Specialty healthcare M&A advisory firm focused on home health, hospice, home care, behavioral health, pharmacy, and other post-acute services. Closest direct competitor to Stoneridge with similar vertical specialization and sell-side/buy-side advisory model.
• SOLIC Capital: Healthcare-focused M&A advisory firm serving middle-market healthcare services companies. Comparable to Stoneridge in vertical specialization and transaction-fee model, though broader across healthcare subsectors.
• Provident Healthcare Partners: Healthcare-focused investment bank providing M&A advisory to middle-market healthcare services companies including home health and hospice. Slightly larger footprint than Stoneridge but directly comparable in vertical focus and client profile.
• Mertz Taggart: Healthcare M&A advisory firm specializing in home health, hospice, and behavioral health transactions. Overlaps directly with Stoneridge's core verticals and targets similar owner-operated mid-market agencies.
• M&A Healthcare Advisors: Boutique M&A advisory firm focused on home health, hospice, and home care agencies. Competes head-to-head with Stoneridge for sell-side mandates from founder/owner-led agencies in the post-acute space.
• MTS Health Partners: Healthcare-exclusive investment bank serving middle-market healthcare services companies. Larger than Stoneridge but a relevant comparator as buyers/PE sponsors increasingly choose between boutique specialists like Stoneridge and slightly larger healthcare-focused banks.
• Simone Healthcare Development Advisors: Boutique healthcare M&A advisory firm focused on home care, home health, and hospice agencies. Targets similar mid-market owner-operators and competes in the same transaction-fee, relationship-driven model.
• Baum Helden Associates: Healthcare M&A advisory firm specializing in home medical equipment, home health, and hospice. Comparable to Stoneridge in boutique size, vertical specialization, and relationship-driven model.

Others

• Healthcare Business Media / Home Health Index: While not a direct M&A competitor, sector data publishers like HHCN (Home Health Care News) shape M&A visibility and referral flows in the same verticals Stoneridge serves, making them important ecosystem peers.

Broad incumbents

• Lincoln International: Global investment bank with a dedicated healthcare M&A practice serving middle-market healthcare services companies. Operates at a larger scale than Stoneridge but competes for the same buyer- and seller-side mandates when transaction size warrants institutional execution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/stoneridgepartners
• LinkedInlinkedin.com/company/stoneridgepartners
• Xx.com/stonerdgeprtnrs

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stoneridge Partners