Wealth & Asset Management

Ensuring efficiency so you can focus on generating returns.

Today’s wealth and asset management firms face significant challenges brought on by regulatory complexities, rapid technological changes, market volatility, fee compression, cybersecurity threats, and continued industry consolidation. Meanwhile, emerging domains such as asset tokenization, artificial intelligence, democratization and scaling of alternatives, and wealth-as-a-service present opportunities for firms to challenge new frontiers.

Stout brings deep expertise with comprehensive solutions tailored to our clients’ investment, operating, and growth priorities. Our flexible approach supports your back office, funds, and portfolio companies across valuation, accounting, financial opinions, disputes, regulatory matters, transaction diligence, and strategic advisory. Whether helping clients evaluate assets and opportunities, or sharpening growth and scalability roadmaps, we ensure efficiency in your operations and confidence in your plan so you can focus on driving top- and bottom-line 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 (Drivr Powered by Stout)
Loan portfolio analytics
Financial due diligence
Commercial diligence
Growth strategy
Value creation strategy

Who We Serve

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Alternative Asset Managers

Private equity
Private credit
Venture capital
Real estate funds and real estate investment trusts
Hedge funds
Private debt business development companies

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Traditional Asset Managers

Mutual funds
ETFs

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Wealth Managers

Wirehouses and broker-dealers
Retail and private banks
Registered investment advisors
Single and multi-family offices
Insurance firms
Retirement firms and plan providers
Outsourced Chief Investment Office firms and investment consultants

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Institutional Investors

Pensions
Endowments
Sovereign wealth funds

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.”