StoneCore Services

Deep product knowledge and a global investor network, delivered through relationships built over decades

StoneCore is an independent investment bank delivering strategic and financial advisory to corporations, financial sponsors, and asset managers.

Corporate Finance

StoneCore advises on mergers, acquisitions, divestitures, and capital solutions across private markets. We maintain long-standing relationships with capital providers including private equity sponsors, family offices, private credit funds, commercial banks, and structured capital investors, and through dedicated sponsor coverage we reach equity and debt decision-makers directly, each matched to our clients' needs.

EXPLORE CORPORATE FINANCE
Our Capabilities
Mergers & Acquisitions
Sell-side M&A
StoneCore positions the business, runs the process, and negotiates to close. Broad auction or targeted approach, the objective holds: the best available terms, on the client's timeline.
Buy-side M&A
Origination through diligence and negotiation, for platform investments and add-ons alike. Targets are identified, value is established, and the acquisition gets executed.
Divestitures and carve-outs
StoneCore separates non-core businesses and positions them as standalone assets, built and presented so the division is valued on its own merits rather than discounted for complexity.
Capital Solutions
Growth and minority/Majority equity placement
Institutional capital for companies scaling without ceding control. Each capital structure is built to the client's needs and matched to the business model, growth trajectory, and long-term direction of the company.
Recapitalizations
Liquidity for shareholders without a full sale, allowing owners to realize value while retaining meaningful ownership and participate in the next phase of value creation.
Debt and structured capital
Senior, unitranche, mezzanine, and structured capital raised from banks, credit funds, and direct lenders. Terms and covenants are negotiated to give the business a durable platform to grow from.
Divider

Financial & Valuation Advisory

StoneCore provides independent valuation and financial opinions across private markets. Our transaction experience and analytical rigor inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve.

EXPLORE VALUATION ADVISORY
Our Capabilities
Portfolio Valuation & Fund Advisory
Illiquid assets are difficult to value, and the manager holding them has an interest in the answer. Private equity firms, credit funds, and institutional investors engage StoneCore for independent, third-party valuations that stand up to auditor and investor scrutiny.
Transaction Opinions
StoneCore delivers fairness and solvency opinions to boards of directors, special committees, corporate lenders and fiduciaries on a wide range of transactions. Each opinion is supported by analysis a board can rely on and defend.
Corporate Valuation Advisory Services
Valuation of businesses, equity interests, and intangible assets for sale processes, shareholder transactions, financial reporting, and long-range planning. The conclusions are grounded in what comparable businesses actually trade for.
Restructuring & Distressed Valuation
In a restructuring, valuation determines how value is allocated and where it stops. StoneCore values businesses and collateral for lenders, creditors, and stakeholders working through workouts, refinancings, and recapitalizations.
Divider

Real Estate Valuation and Advisory

StoneCore advises owners, developers, funds, and asset managers on the acquisition, disposition, financing, and recapitalization of commercial real estate across North America.

EXPLORE REAL ESTATE
Our Capabilities
Real Estate Capital Markets
Debt and equity raised for acquisitions, recapitalizations, refinancings, and development across the capital stack.
Joint Venture & Programmatic Equity
LP and co-investment equity for single assets, portfolios, and programmatic strategies with institutional partners.
Fund Capital Formation
LP equity raised for real estate funds, separate accounts, and syndicated offerings.
Investment Sales & Advisory
Single-asset and portfolio dispositions and acquisitions, underwritten and taken to institutional buyers.
Property & Portfolio Valuation
Valuation and underwriting support for transactions, investor reporting, and fund marks.
Divider

Financial Sponsor Coverage

StoneCore serves financial sponsors across the full investment lifecycle, from platform acquisition and add-on execution through financing, exit, and fund-level liquidity. Direct relationships with sponsors, credit funds, and institutional allocators mean every mandate reaches the counterparties most likely to transact.

EXPLORE SPONSOR COVERAGE
Our Capabilities
Platform Acquisitions
StoneCore advises sponsors on new platform investments, from target identification through valuation, negotiation, and close.
Add-On Acquisitions
Sourcing and execution of bolt-ons for existing platforms, built around the thesis the sponsor underwrote at entry.
Portfolio Company Financing
Acquisition debt, refinancings, and dividend recapitalizations raised from banks, credit funds, and direct lenders.
Exit Readiness
Preparation of a portfolio company ahead of a sale process, addressing the financial reporting, operational, and structural matters that affect value.
Portfolio Company Exits
StoneCore advises sponsors on portfolio company dispositions, positioning each asset to achieve maximum value from the right counterparty.
Continuation Vehicles & GP-Led Secondaries
Liquidity for assets held beyond fund life, structured so the sponsor retains exposure to the value still ahead.
Fund Capital Formation
LP equity raised for new funds, separate accounts, and co-investment vehicles.
Scroll to Top