Managing Director, Transaction Opinions - Valuation Advisory jobs in United States
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Stout · 1 month ago

Managing Director, Transaction Opinions - Valuation Advisory

Stout is dedicated to exceeding expectations and is seeking a Managing Director for their Transaction Opinions practice within the Valuation Advisory group. This senior leadership position involves leading fairness and solvency opinion engagements, managing client relationships, and driving business growth on the West Coast.

AdviceBankingFinancial ServicesImpact Investing
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Valuation expertiseBusiness generationClient relationship managementFinancial modelingCredit analysisMBACFALeadership skillsAnalytical skillsCommunication skillsInterpersonal skills

Required

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

Preferred

MBA, CFA, ASA, or similar advanced credentials strongly preferred

Benefits

Comprehensive Total Rewards program
Competitive compensation
Benefits
Wellness options
Flexible work schedules
Discretionary time off policy
Ongoing training
Mentorship
Employee resource groups
Clear performance feedback

Company

Stout provides investment banking, transaction advisory, and valuation advisory services.

H1B Sponsorship

Stout has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (27)
2024 (8)
2023 (11)
2022 (7)
2021 (7)
2020 (6)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Audax Private Equity
2025-06-02Acquired
2021-11-03Private Equity

Leadership Team

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Craige Stout
Chief Executive Officer
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John Ross
Managing Director, Co-Founder of Stout
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Company data provided by crunchbase