Our Asset Management expertise
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Featured Services
Asset Management
Ensuring efficiency so you can focus on generating returns.
Today’s asset management firms face significant challenges brought on by regulatory complexities, rapid technological changes, market volatility, fee compression, and cybersecurity threats. Stout brings deep expertise to the industry’s complex landscape. Our comprehensive solutions are tailored to our clients’ needs within a dynamic landscape, and our flexible approach supports your back office and investment activities, including funds and portfolio companies. Ranging from accounting and valuation services to financial opinions and dispute resolution, we ensure efficiency in your operations so you can focus on driving assets under management and generating returns.
Capabilities
- Portfolio valuation
- Net asset value appraisal / fund finance
- Valuation policy consulting
- Valuation of carried interests and profit interests
- Portfolio company monitoring solutions
- Portfolio company data gathering/structuring solutions
- Spin-off/run-off valuations and asset disposition
- Asset fund management company valuations and GP stakes
- Fairness opinions (fund/transaction GP-led secondaries)
- Investor/partner disputes
- Anti-money laundering (AML) and sanctions program support
- Private equity services (GPs and portfolio companies)
- Fund advisory (AlphaPipe Powered by Stout)
Who We Serve
Alternative Asset Managers
- Private equity
- Private credit
- Venture capital
- Real estate funds and REITS
- Hedge funds
- Private debt BDCs
Traditional Asset Managers
- Mutual funds
- ETFs
Other Industry Leaders
- Registered investment advisors / wealth management
- Institutional investors, pensions, endowments, and sovereign wealth funds
- Family offices
What Our Clients Say
We have worked with the team at Stout for several years, and have found the engagement to be efficient, thorough, and high-quality. They are always willing to assist us in understanding industry trends and issues that may impact us, even outside of our engagement work.”
– Managing Director at investment firm
(Stout) not only performs consistently solid work, they proactively inform us of issues related to our valuation work and assess the risks of different approaches.”
– President at investment firm