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

A reasonable estimate of the current range is $200,000.00 - $500,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.