ESOP Investment Banking

Leading advisor of highly customized ESOP capital structure solutions.

Stout provides privately held businesses and ESOP-owned companies with a full suite of advisory services and capital market solutions to meet their strategic and financial objectives.

Having executed the largest and most successful ESOP transactions, Stout’s ESOP Investment Banking experts understand that the path to a successful transaction is as unique as the business and its owner(s). We provide highly customized ESOP structuring solutions that deliver successful outcomes for our clients. This involves proposing potential solutions for consideration and ensuring each recommendation aligns seamlessly with corporate and shareholder objectives.

As thought leaders within the ESOP industry, we’ve earned the trust of industry professionals who value our thoughtful and strategic approach to ESOP structuring. Our team boasts extensive experience with every institutional ESOP trustee, law firm, and lenders, setting the bar for best practices within the deal context.

Who We Serve

• Business owners of companies that are considering an ESOP
• ESOP-owned companies
• Buyers of ESOP Companies (Private Equity, Family Offices, or Strategics)

Learn more about our capabilities throughout the entire ESOP lifecycle – including our market-leading ESOP Valuation & Opinions Services.