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


ESOP & ERISA related engagements collectively completed


Consecutive years Stout has ranked as a Top Fairness Opinion Provider*


Years senior ESOP professionals have worked together


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

ESOP Lifecycle Graph

ESOP Compliance

Sustainability or Exit

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?