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Bank / Wealth / Trust

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Stonebridge Associates

Stonebridge Associates is a bank / wealth / trust based in Boston, founded 1986; the Altss profile covers its classification, headquarters, registration, AUM...

Overview

Stonebridge Associates is a US-based investment bank with its headquarters in Boston. It focuses on North America.

General information

Firm type

Bank / Wealth / Trust

Year founded

1986

Location

Region

North America

Country

United States

City

Boston

Corporate office

Boston, MA, United States

Frequently asked questions

How does Stonebridge source its deal flow?

The firm sources transactions primarily through its long-standing regional relationships with business owners, attorneys, accountants, and family-office networks in New England. Its boutique structure and decades of local presence give it access to proprietary, non-auctioned opportunities that larger advisory platforms often miss because they screen for larger minimum deal sizes.

Does Stonebridge Associates invest its own capital or act solely as an advisor?

Stonebridge operates exclusively as an advisory firm, executing sell-side and buy-side M&A mandates and private capital raises. There is no public record of the firm deploying balance-sheet capital or operating a proprietary investment fund.

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