ESOP & ERISA Advisory Services Resource Center
ESOP & ERISA Advisory Services Resource Center
The market-leading provider of valuation and financial advisory services throughout every stage of the ESOP lifecycle.
With a balanced approach across our valuation and investment banking expertise, we are the leading fully integrated provider of ESOP and ERISA advisory services through every stage of the ESOP lifecycle. Our services also include capital raising and financial due diligence to obtain an optimal and highly customized outcome regardless of the situation.
By the Numbers
4,000+
ESOP & ERISA related engagements collectively completed
10+
Consecutive years Stout has ranked as a Top Fairness Opinion Provider*
25+
Years senior ESOP professionals have worked together
+90
Net Promoter Score
* Based on the total number of deals reported by more than 20 companies since 2012 in LSEG's Global M&A Financial Advisory Review (formerly known as Refinitiv’s Mergers and Acquisitions Review).
Expertise at Every Stage
Pre-ESOP Planning
ESOP
Formation
ESOP Compliance
- Annual valuations
- Trustee advisory
- Follow-on transactions
- ESOP loan restructuring/
refinancing - Audit/litigation support & expert testimony
Sustainability or Exit
- Sustainability modeling
- Merger & acquisition advisory
- Recapitalizations
- Loan restructuring
- Plan terminations
- Fairness opinions
Who We Serve
- ESOP trustees
- ESOP-owned companies
- Business owners of companies who are considering an ESOP
- Buyers of ESOP-owned companies
- ESOP counsel
How can we help you?
