Valuation Analysis - Estate and Tax Planning

Stout performed a valuation analysis related to the carried interests attributable to a multi-billion dollar global buyout private equity fund. The sponsor of the fund is one of the largest and most successful private equity managers globally.

The valuation analysis considered the historical track record of the fund sponsor, the current state of private equity and the industry verticals that the fund would focus on, and expectations of fund performance over the next 10 years.

We supported the general partners of the fund and their advisors to engage in estate and tax planning transactions.

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