Portfolio & Fund Valuation - Trust & Estate Purposes

Stout was engaged to determine the fair market value of the carried interests in two private equity funds with a total of $7 billion in committed capital. The sponsor of the funds provides family and founder-owned businesses with advice, long-term capital, and access to an extensive network of world-class, closely held businesses. Our analysis was used for estate planning purposes by the founder of the private equity firm.

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