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

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Alternative Asset Managers

Private equity
Private credit
Venture capital
Real estate funds and REITS
Hedge funds
Private debt BDCs

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Traditional Asset Managers

Mutual funds
ETFs

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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.”