WHAT
WE DID
WHO
WE ARE
Financial performance
Our Revenue Growth
We're proud to say our relentless approach allowed us to progress through the year with minimal setbacks. While 2020 presented many obstacles, we finished the year strong, and Stout is well-prepared to continue with sharp revenue growth projected in FY2021.
$6
2000
$6
2001
$8
2002
$10
2003
$12
2004
$18
2005
$23
2006
$29
2007
$34
2008
$35
2009
$35
2010
$40
2011
$48
2012
$71
2013
$79
2014
$91
2015
$113
2016
$118
2017
$135
2018
$163
2019
$153
2020
$185
2021P
GLOBAL operations, $ in millions USD
Fiscal Year Ending 9/30/2020
Global Expansion
London Office
Stout continued to broaden its global reach with a new office in London as of January 2020. With this location, we have broadened our financial advisory services in Europe with increased focus on the UK and Nordic markets.
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New Practice Area
Intellectual Property Advisory & Transactions
The new Intellectual Property Advisory & Transactions practice at Stout is uniquely positioned as the only fully integrated team of investment bankers, valuation professionals, and technical experts able to execute on the full spectrum of IP services required by both IP-rich companies and investors. Our team of professionals have more than 50 years of patent experience with an emphasis on litigation, portfolio evaluation, and complex licensing and sales transactions. They bring expansive expertise in evaluating and monetizing IP assets and have worked with numerous global technology leaders from Fortune 500 corporations to emerging companies.
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New Practice Area
Financial Due Diligence & Tax Services
Stout's new Financial Due Diligence and Tax Services teams support all forms of mergers, acquisitions, business combinations, investments, and financing arrangements, on both the buy side and sell side. We also have the experience and transaction-based knowledge to minimize any unwanted tax exposures or surprises. Our professionals have deep financial, accounting, and tax expertise across a wide variety of industries. We cover both domestic and cross-border transactions leveraging the strength of our global organization. Our experts provide insights to help you identify valuable information, including key drivers and risks associated with a business that could impact the deal structure and value.
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New Practice Area
Regulatory Compliance & Financial Crimes
Stout’s new Regulatory Compliance and Financial Crimes team understands the ongoing compliance, regulatory examination, and enforcement process, expectations, and pressures for financial institutions. We offer a comprehensive suite of regulatory compliance and monitoring services designed to help organizations with preventing, detecting, responding, and remediating negative examination findings, regulatory scrutiny, fraud, misconduct, identity theft, data breaches, and other illegal acts.
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TOP RANKED ADVISOR
U.S. and Global Fairness Opinion Ranking
Stout once again was named one of the top fairness opinion providers, as recognized in Refinitiv’s Global Mergers and Acquisitions Review. In 2020, Stout ranked #1 in the United States and #3 globally. Since 2012, Stout has consistently ranked as a top fairness opinion provider. Our professionals leverage the firm’s extensive investment banking and valuation experience to assist clients in making sound business decisions and completing their critical transactions. We understand the complexity and uncertainty inherent in completing a deal and are committed to navigating through the “noise” to provide timely, sophisticated, and reliable advice.
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Intellectual Property Expertise
Consistently recognized for professional excellence.
Seven of Stout’s intellectual property experts were recognized by Intellectual Asset Management (IAM) in its annual publications. John Bone, David Haas, Michele Riley, Dana Trexler, Scott Weingust, and Steve Holzen were recognized as top U.S. economic expert witnesses in this year’s IAM Patent 1000: The World’s Leading Patent Professionals. Scott Weingust and Mitch Rosenfeld have also been recognized as world-leading intellectual property strategists in the 2020 IAM Strategy 300: The World’s Leading IP Strategists. IAM Patent 1000 identifies individual and firm expertise in all major areas of patent law and practice. IAM Strategy 300 identifies individuals who are leading the way in the development and implementation of strategies to maximize the value of IP portfolios.
AUTOMOTIVE RECALL Experience
Takata Monitorship
Stout recently concluded its multi-year engagement as consultant to the Independent Monitor appointed by the National Highway Traffic Safety Administration (NHTSA) for the Takata Airbag Recalls and Coordinated Remedy Program. Stout assisted the Independent Monitor in data collection, analysis, and consulting in oversight of the recalls and identified strategies to accelerate repairs. The Takata recalls are an extraordinary example of the remarkable transformative change possible when industry, government and independent expertise collaborate using research, data, and shared objectives.  The Stout team included Stout professionals from several practices and industry-specific areas across the firm, including Transformative Change Consulting and Automotive.

A recent report by the Monitor describing the current state of the Takata recalls and more information about the Takata Airbag recalls can be found at NHTSA’s website.
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GOLF Events & SPONSORSHIP
PGA Tour Pro and Stout Ambassador Sam Ryder
Stout’s Los Angeles and Chicago offices hosted client outings this year which featured clinics with PGA Tour professional and Stout brand ambassador Sam Ryder, 18-hole rounds, and cocktail receptions. Sam participated in a Q&A at each event and was able to mingle with clients. We also hosted a virtual golf clinic at TPC Sawgrass, where Sam was able to answer questions and deliver helpful insight from the perspective of a PGA Tour Professional. We look forward to 2021 and hosting several more client outings with Sam, pending COVID-19 restrictions and safety.
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Thought Leadership
Insights for informed
decision making
Stout’s professionals regularly act as thought leaders. Throughout the year, we showcase our expertise through articles, reports, guidance documents, and industry updates on important topics and trends. Below are a few highlights from 2020.
The Journal

The Journal is our semiannual publication featuring leading insights from Stout's experts. Each issue covers a variety of topics across our core practice areas.

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Automotive Recall

Based on Stout's extensive experience serving automotive industry clients, this report is packed with data and insights to help inform and shape future recall risk management strategies.

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Trade Secrets

The Trends in Trade Secret Litigation Report 2020 is a continuation of our original 2017 report, including analysis on federal trade secret cases decided through the summer of 2019.

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Industry Updates

Our investment banking experts leverage their substantial industry knowledge to provide regular updates on recent trends and activity in the M&A and private equity markets.

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Current State of Discount Valuations

This book examines the seminal Tax Court cases of the past as well as the most recent hot-button cases regarding valuation for income, estate, and gift tax purposes.

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DEEP EXPERTISE ON VITAL TOPICS
Resource centers on stout.com
Stout has compiled helpful resources on numerous subjects to serve as a one-stop-shop for information gathering.
EVICTION RIGHT TO COUNSEL
Stout’s Transformative Change consultants have collected resources to assist our clients and their communities with understanding the eviction process, its impacts, and solutions to combat the eviction crisis that cities large and small are facing. Our new Eviction Right to Counsel Resource Center is a compilation of resources addressing these important issues.
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Intellectual Property
Stout has the only fully integrated team of valuation professionals, damages experts, compliance professionals, investment bankers, and technical experts with the ability to execute a full spectrum of IP services. Our new Intellectual Property Resource Center, features our capabilities across numerous areas, including expert testimony and consulting, valuation, transactions, and compliance.
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COVID-19
Stout's professionals have closely followed COVID-19 and regularly provide analyses on the pandemic's implications across numerous industries. Our coverage includes insights on business insurance claims, M&A, impairment testing, distressed assets and bankruptcy, hospital and physician practices, athletes' IP, community banking, and much more.
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COURT CASE COMMENTARY
Stout regularly researches court cases and provides expert analyses on significant matters. We examine the background behind a case as well as the court’s proceedings leading up to a decision. We also consider key takeaways for professionals who might find themselves in related situations.
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+90
NET PROMOTER SCORE
PREMIUM CLIENT SERVICE
Continually striving to
exceed expectations.
To ensure outstanding service, we regularly survey our clients about our efforts. Since 2016, our net promoter score – an industry-standard measure of our clients’ willingness to recommend Stout’s services on a scale of -100 to +100 – has been +90, a sign of our clients’ trust and positive feedback.
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what clients are saying about us
"Your expert was fantastic in all respects. They offered the expertise we needed. Their knowledge and skills fit our task, they were thoroughly committed to helping us, they were personable and always reachable, they offered new ideas, and they communicated very well. I'd hire them again."
–  Assistant Federal Public Defender, Federal Public Defender's Office
"Your professionals are fantastic. They always answer questions promptly and are very knowledgeable and experienced. They are able to translate very complicated valuation principles into high-level management positions for our partners/shareholders.  Highly recommend."
–  Director of Finance, Imaging and Radiology Company
"Your expert was easy to work with, informative with their explanations concerning the appraisal, a good listener, and very open to suggestions for improvements in the appraisal."
–  Partner, Law Firm
"The folks I work with at Stout are top of the heap. Their knowledge of valuation methodology is at the very top of the industry, and your professional brings ESOP expertise to the mix. Really a supergroup of superstars."
–  Partner and Co-Chair of Litigation Practice Group, Law Firm
"Overall, I am very happy and enjoyed working with Stout professionals. The Stout team did a great job in a challenging environment. Big thanks to the team."
–  Founder and CEO, Consulting Firm
"Your professionals were best in class. I couldn't have asked for more in what was a very difficult situation."
–  Plastics Manufacturer and Distributor Professional
"The team we worked with at Stout is great. Very responsive and helpful. We often have short turnaround needs, and they are always able to meet our timelines. A great group of people to work with."
–  Vice President, Corporate Controller, Computing platform company
Who We've Worked With
Trusted by Leading Brands from Around the World
Select 2020 Engagements
Strengthening Our Track Record of Delivering Results.

We have significant expertise providing services spanning a wide range of industries and practice areas. As always, we are honored to serve our clients for their most important and complex engagements. Click any of these tiles to read about some of our engagements from the past year.

View All Stout Experience →
Senior Talent
Attracting and elevating the industry's brightest minds.

Our senior professionals are essential to the firm’s growth and success. In the past year, we welcomed many Managing Directors and Directors to Stout and recognized numerous senior-level promotions within the firm.

SEnior-Level ADditions

Investment Banking

Investment Banking

Disputes, Compliance,
& Investigations

General Counsel

Valuation Advisory

Investment Banking

Disputes, Compliance,
& Investigations

Investment Banking

Investment Banking

Disputes, Compliance,
& Investigations

Investment Banking

Investment Banking

Transaction Advisory

Disputes, Compliance,
& Investigations

Transaction Advisory

Chief Human Resources Officer

Disputes, Compliance,
& Investigations

Investment Banking

Investment Banking

Transaction Advisory

Newly Promoted ManaginG Directors

Valuation Advisory

Valuation Advisory

Disputes, Compliance,
& Investigations

Valuation Advisory