TJ Hope

T. J. Hope

Managing Director

Dallas

thope@stout.com

Office
+1.214.389.3484

T. J. Hope has more than 20 years of experience providing a broad range of valuation advice spanning a range of industries and for numerous purposes.

In addition, T. J. has completed numerous transaction opinions including fairness opinions and solvency opinions for mergers and acquisitions, recapitalizations, related-party transactions, and other types of transactions.

T.J.’s professional experience also includes time he spent at Blue Point Capital Partners, a middle market private equity fund, where he gained significant principal investing experience.  His responsibilities included financial modeling; capital raising for acquisitions; legal documentation of transactions; business, market and industry due diligence on target companies; and the support of portfolio company executive management in acquisitions, refinancings, and strategic planning.

Select Publications

  • Deal Points: The Newsletter of the American Bar Association’s Committee on Mergers and Acquisitions, Winter 2011

    SV Investment Partners, LLC v. ThoughtWorks, Inc.: Surplus and Solvency in the Delaware Courts

Select Presentations and Speeches

  • XPX CT: Business Valuations January 2016

    Business Valuations- What is the Business Really Worth?

  • Exit Planning Exchange - Connecticut Chapter September 2014

    Getting More and Keeping More: Using ESOPs to Facilitate Business Succession and Estate Planning

  • Estate Planning Council of Lower Fairfield County Connecticut February 2013

    Hot Topic Valuation Issues Targeted by the Service in Estate & Gift Tax Disputes

  • National Association of Corporate Directors - Connecticut Chapter December 2011

    The Role of the Board in Mergers & Acquisitions

  • Mid-Hudson Chapter of the New York State Society of CPAs May 2011

    Estate and Gift Tax Valuation: Pressing Issues, Financial Explanations, and Typical IRS Inquiries

  • Professional seminar presented by Bernstein Global Wealth Management, Bryan Cave LLP, and Stout May 2011

    Selling a Business: Getting What You Need

  • Trust and Estate Administration Committee of the New York State Society of CPAs June 2011

    Estate and Gift Tax Valuation: Pressing Issues, Financial Explanations, and Typical IRS Inquiries

  • Trust and Estate Administration Committee of the New York State Society of CPAs January 2011

    How to Review a Valuation Report

  • New York City Estate Planning Council Brown Bag Breakfast Program October 2009

    Current Valuation Complexities, Conundrums, Confusion, and Court Cases
LOAD MORE

Related Experience

pen laying on top of a financial report on the table
Financial Services

Provided fairness opinion to a leading fintech platform
business reports showing financial analytics
Industrials

Provided fairness opinion on merger of industrial technology companies
Smart warehouse management system using augmented reality technology to identify package picking and delivery
Business & Professional Services

Provided fairness opinion on merger of portfolio companies
healthcare supplies
Healthcare

Advised healthcare equipment company on dividend recapitalization
All Related Stout Experience

Related Insights

All Related Insights