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