Stout Overview

Stout is a global advisory firm specializing in: Investment Banking; Transaction Advisory; Valuation Advisory; Disputes, Compliance, & Investigations; and Management Consulting. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex financial matters.

Quick Stats

  • Stout has offices in North America, Asia, and Europe
  • Firm was founded in 1991
  • Corporate headquarters in Chicago, IL
  • 80+ countries where we serve clients
  • 475+ employees
  • Fiscal Year ending Sep 30, 2019 Revenue of $163M (U.S. Operations)
  • +90 Net Promoter Score (on a scale of -100 to +100 since 2016)

Services

Investment Banking

Our industry-focused bankers specialize in mergers and acquisitions, private capital raising, and other financial advisory services for privately held businesses, portfolio companies of private equity firms, and divisions of large corporations. Our depth of experience in recapitalizations, management buyouts, and sales or mergers provides our clients with the full range of liquidity alternatives.

Transaction Advisory

We help clients navigate the entire transaction life cycle. We build or validate financial models for a variety of transaction types and purposes; provide fairness, solvency, and other transaction opinions; and perform financial and operational due diligence for transactions of any size and type.

Valuation Advisory

As one of the largest independent valuation practices in the country, we bring deep and specialized experience across a broad spectrum of industries in the valuation of business enterprises, complex securities, intellectual property, real estate, and personal property. Our opinions are fully supported and are prepared to withstand scrutiny – whether that be from the SEC, IRS, DOL, a trier of fact, an auditor review, or a counterparty.

Disputes, Compliance, & Investigations

Private sector clients, government agencies, and outside counsel engage our experts to assist with investigations; address compliance and regulatory issues; evaluate damages; analyze financial, statistical, and economic issues; and offer expert testimony in arbitrations, state courts, federal courts, and other venues throughout the world.

Management Consulting

We work collaboratively with companies to transform their businesses. Our consultants work side by side with organizations to manage risk through industry-leading analysis; make informed decisions from machine learning and deep learning; contain costs through process improvement; and stabilize finances and operations through restructuring.

 

News Releases

View our most recent news releases.

Select Accomplishments

Top-Ranked Fairness Opinion Provider

Since 2012, Stout has consistently ranked as a top fairness opinion provider as recognized in Refinitiv’s Global Mergers and Acquisitions Review. In 2019, our firm ranked second in the United States and third globally.

Honored for Restructuring Transactions

The M&A Advisor honored Stout in its 13th Annual Turnaround Awards. Our firm received awards in two categories: Materials Sector Deal of the Year and Chapter 11 Reorganization of the Year. Stout played a vital role in the completion of these transactions, which concluded with positive outcomes for our clients. Our professionals have decades of experience advising on bankruptcy- and distressed-related transactions, and these awards showcase our commitment to client success.

Expanding Our Global Footprint

Since 2017, Stout has expanded its global footprint in Asia and Europe with new offices based in Shanghai, Singapore, Hong Kong, Berlin, Milan, Geneva, Lausanne, and London. 

Executive Bios

The executive team is responsible for preparing and implementing the firm’s strategy in accordance with the decisions of the board of directors.

Craige Stout*
Chief Executive Officer

Jeff Risius*
Head of Client Service

Ryan Thies
Chief Operating Officer

Greg O'Hara*
Valuation Advisory, Group Leader

Mike Petron
Dispute Consulting, Group Leader

Nick Jachim
Investment Banking, Group Leader

Simon Heaton
Chief Senior Talent Officer

Bob Gerardi
Chief Marketing Officer

Dan Broadhurst*
Managing Director

Christina Carroll*
Los Angeles Office Leader

Aziz El-Tahch*
ESOP & ERISA Advisory, Practice Co-Leader

* Denotes Board Members

Signature Thought Leadership

Stout’s professionals are thought leaders. Throughout the year, we showcase our expertise through articles, reports, guidance documents, and industry updates on important topics and trends.

The Journal

The Journal is a semiannual publication featuring leading insights and technical articles from Stout's in-house experts and contributing authors. Each issue of The Journal highlights a variety of topics across Investment Banking, Valuation Advisory, Dispute Consulting, and Management Consulting.

Automotive Warranty & Recall Report

Stout’s annual Automotive Warranty & Recall Report is designed to provide information and insights to automotive industry leaders based on exclusive analysis of recall-related data.

Industry Updates

Stout has provided 25 years of deep industry knowledge in fields such as healthcare and life sciences, tire distribution and manufacturing, plastics and packaging, energy and utilities, and more.

PGA Tour Professional and Stout Ambassador

Stout is proud to partner with professional golfer Sam Ryder. Sam embodies Stout’s personality and is incredibly hardworking, poised, and relationship-driven. He represents our brand promise of Relentless Excellence.

To access our approved logos please fill out the request form.

 

Contact Us

Please contact Sarah Leas at sleas@stout.com for any updates or additional information.