Stout provided flexible, high-quality accounting advisory services to supplement the internal finance function of a global private equity firm with over $36 billion in assets under management.

Project Summary

As the PE firm grew and expanded investment platforms across technology, healthcare, fintech, and other sectors, its management company faced increasing technical accounting demands and recurring resource constraints.

The firm engaged Stout to provide targeted accounting and reporting assistance to help meet internal deadlines, address complex issues, and support day-to-day operations.

Our Work

Stout provided a team of experienced professionals who integrated directly with the firm’s finance function, including:

• Assistance with technical accounting and reporting matters (e.g., organizational costs, revenue recognition, lease accounting, and entity consolidation)
• Support for the annual year-end close process and financial statement preparation
• Subject matter resources for key financial systems and digital transformation
• Accounts payable and expense processing support
• Coordination with internal stakeholders, including the Controller and finance leadership

Our Results

Through close collaboration with the client’s team, Stout helped alleviate pressure on internal staff while ensuring accuracy and continuity in financial operations. As a result of Stout's work, the client was able to get through their year-end audit.