Financial Services

Uncertainty is inherent to the financials industry, which is why firms choose Stout for its deep understanding of market conditions and risk-mitigation solutions. Our experience spans the banking, investment management, insurance, and alternative investment sectors. Stout professionals have assisted clients on matters involving the valuation of complex financial instruments such as derivatives, collateralized debt obligations (CDOs), and auction rate securities.

Our experience includes:


  • Community banks
  • Diversified banks
  • Regional banks
  • Thrifts and mortgage finance

Diversified Financials

  • Asset management and custody banks
  • Consumer finance
  • Diversified capital markets
  • Diversified financial services
  • Investment banking and brokerage


  • Insurance brokers
  • Life and health insurance
  • Multi-line insurance
  • Property and casualty insurance
  • Reinsurance

Alternative Investments

  • Hedge funds
  • Private equity funds
  • Family office/wealth managers

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