Managing Director, Transaction Opinions - Valuation Advisory

Impact You’ll Make :

Stout is seeking a Managing Director or Director to join our Transaction Opinions practice within the Valuation Advisory group. This senior leadership position represents a key part of Stout’s continued expansion on the West Coast. The ideal candidate is an established professional with a strong reputation in the fairness and solvency opinion market, deep client relationships, and a proven ability to drive business growth.

What You’ll Do :

Lead and execute fairness and solvency opinion engagements for public and private company transactions.

Develop and manage new and existing client relationships, including boards of directors, special committees, legal counsel, and executive teams.

Oversee engagement execution – ensuring analyses, models, and deliverables meet the highest professional standards.

Set strategic direction for the practice on the West Coast, helping to drive growth initiatives and identify new business opportunities.

Collaborate with senior firm leadership to expand Stout’s Transaction Opinions platform, enhance operational processes, and strengthen market positioning.

Mentor and develop professionals across the practice through active coaching, feedback, and leadership.

Represent Stout through thought leadership, client outreach, and participation in industry events and conferences.

What You Bring :

10+ years of professional experience in valuation, investment banking, corporate finance, or transaction opinions.

Proven track record of business generation and client relationship management, ideally with a portable book of business or strong referral network.

Demonstrated expertise leading complex opinion and valuation engagements and communicating findings to senior decision-makers.

Strong technical proficiency in valuation theory, financial modeling, and credit analysis.

Established leadership skills with experience setting vision, managing teams, and achieving group financial goals.

Bachelor’s degree in Finance, Accounting, or Economics required; MBA, CFA, ASA, or similar advanced credentials strongly preferred.

Entrepreneurial, relationship-driven leader who embodies Stout’s PACERS values—Positive, Accountable, Committed, Entrepreneurial, Relationship-Focused, and Super Great Communicators.

How You’ll Thrive :

Cultivate a positive, team-oriented approach that fosters collaboration and shared success

Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations

Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work

Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes

Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders

Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making

Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies

Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results

Why Stout?

At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.

We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.

We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.

Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.

Learn more about our benefits and commitment to your success.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.