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About Us

Stonebridge Advisory

Commitment

We understand the long hours and dedication it took our clients to get where they are. We are committed to working just as hard.

Execution

We dedicate ourselves to understand your specific needs and opportunity, so we can roll up our sleeves and work diligently.

Success

Success is client confidence that the best results and client experience were achieved. We welcome your call to discuss your objectives.

OUR TEAM

Dan O’Connell - President Stonebridge Advisory, Inc

Dan O’Connell, President
[email protected] | Phone: (626) 204-4030

Dan O’Connell has been active in selling businesses and providing business valuations for over 30 years having started Stonebridge in 1990. With a strong background in corporate finance, investment banking, financial analysis and business strategies, Dan has been active in the mergers and acquisitions area representing privately-owned businesses with $5 million to $100 million in sales. Dan has worked in manufacturing, distribution, retail, business services, technology and food industries.
Dan has provided companies all over the United States with professional business appraisals. Dan is a Candidate, American Society of Appraisers (ASA), the premier national organization known for its dedication to ethics and education.

Ryan O’Connell, Managing Partner

Ryan O’Connell, Managing Partner
[email protected] | Phone: (626) 204-4030

Ryan has a versatile sales and business development background where he leverages creative strategies and analysis to achieve client results. A forward-thinking sales champion with a depth of expertise,  Ryan has  moved from large U.S. companies to working with small businesses and is a valuable part of the team.

Ryan has worked in retail, technology, automotive, and the communications industries as well as new business initiatives. Ryan brings new perspectives that are valuable to small businesses seeking liquidity or growth.

Elizabeth Hoyt, Research

Elizabeth Hoyt, Research
[email protected] |

Elizabeth is our general go to person for research and to develop key initiatives when working for a client. She has good experience with technology and has great organizational skills.  In her off time  she can be found playing tennis or walking her dog, Brodie.

Riley, Chief Morale Officer

Riley, Chief Morale Officer

Riley has a great story with Stonebridge Advisory. He started working for Stonebridge Advisory in 2018 with very little experience, talk about an under dog! Now Riley is responsible for office morale and is even starting to learn the ropes of barketing.

Check Out Our Google Reviews

Nicholas Irwin
Nicholas Irwin
May 3, 2021.
These guys are the best. I am a startup Founder and I needed to make my first hire quickly and needed a 409A FAST. I also did not want to spend a fortune on valuing a pre-seed stage startup like ours. They exceeded all expectations - reasonable price, quick, and thorough.
Stephen Andress
Stephen Andress
November 24, 2020.
I have nothing but praise for the valuation service provided by Stonebridge Advisory. My first project for them involved essentially four valuations as of different vesting dates for shares held by a US executive in a company based in China (PRC). Dan and Ryan quickly took in the information we provided and very efficiently, effectively and timely provided valuations of excellent quality that will be used to support the client's position for tax purposes. I have since referred another client, a development stage company, for a 409A valuation. All of my interactions with Dan and Ryan gave me high confidence in their ability to provide a high quality product in a timely manner. I highly recommend their services and will be using them as my go-to source for valuations for all of my clients who may need them, whether for 409A or other business valuations.
David White
David White
August 7, 2020.
I really enjoyed working with Dan and Ryan. The valuation process was painless and efficient. I very much appreciated the strategic discussion halfway through the valuation process so that they could best meet our needs. In addition to the valuation, the financial metrics provided insight to improve our firm going forward. Stonebridge provides a lot of value to their clients and I will be coming back every year.
Tom Bratcher
Tom Bratcher
June 12, 2020.
The service I received through commissioning a valuation through Ryan and Dan was exceptional. Fast, accurate and detailed. Great value to me and my business to identify our true worth. It is not biased to make you feel good about your business. It is real. Well worth double the price if not triple. Thank you Ryan and Dan.
Kapri Law Firm
Kapri Law Firm
May 16, 2020.
They are excellent! Fast, reliable and helpful! I’m so happy we found them. I would give them 10 stars!
Andy Hidalgo
Andy Hidalgo
May 16, 2020.
We engaged Stonebridge Advisory for a valuation of one of our subsidiaries. We were very pleased with the services. The company was thorough in its diligence, accurate in its assessment and independent in its findings. Also, Stonebridge Advisory was prompt and professional. I highly recommend this group of deeply experienced individuals for any valuations needed. We will certainly engage Stonebridge Advisory again in the future.
Nitin Baviskar
Nitin Baviskar
April 25, 2020.
We are a growth company with positive year-over-year growth. We reached out to Stonebridge for an independent valuation/appraisal for our business. We received an exceptional and professional service from Stonebridge. Dan is a seasoned professional with extensive background. I highly recommend Stonebridge Advisory.
Potomac Yards
Potomac Yards
April 6, 2020.
Dan was fantastic and has the credentials we were looking for. He took the time to really understand the project came through with an extremely detailed report. Highly recommend Dan and his team - they provided an excellent value.
Albert McLelland
Albert McLelland
March 30, 2020.
It was an absolute pleasure to work with Stonebridge. Not only were they very professional in explaining the valuation process but they also genuinely cared about and took the time to learn about our business.
dan pao
dan pao
February 14, 2020.
Did you ever try to look for someone to help with valuing your business? If so, you probably hunted around town contacting different CPA firms, just to be quoted an outrageous price and made to feel like you are an inconvenience. Uh is right! Well you have found a home at Stonebridge! True professionals that specialize in valuations, that want your business, make you feel valued, provide a product superior to any local CPA firm, for an extremely fair fee! And on top of that, the wait is only days, not months for your valuation. I highly recommend Stonebridge and can't wait to use their services again!

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