Stout
Overview
At Stout, we strive for Relentless Excellence in client service and culture, guided by our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and Great communicators. This opportunity is with the Stout ESOP Investment Banking Team for an Associate to support day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. The Analyst will work under the guidance of product bankers on transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling. Under the mentorship of seasoned Stout professionals, Associates will develop a well-rounded investment banking skill set with significant client exposure. The ESOP Investment Banking team partners with family- and founder-owned businesses to evaluate ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate ESOP transactions often supported by capital raises led by Stout. We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, typically pursuing a dual-track approach of ESOP and traditional transactions. We also assist large, established companies with ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity. Role responsibilities
Create dynamic three-statement financial models, valuation models, and pro forma financial statements with detailed transaction adjustments Prepare and deliver pitch materials for ESOP formations and recapitalizations, collaborating with practice leaders and sector leaders to win and execute mandates Attend client meetings and present complex deal aspects to company shareholders and Board members Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions Launch transaction plan and manage day-to-day execution, including transaction timeline, information requests, data room oversight, model upkeep, CIM/Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc. Conduct due diligence sessions with clients Conduct quantitative, economic, and industry research Communicate with key stakeholders including owners, shareholders, financial institutions, and market competitors Become SME of the ESOP transaction ecosystem and feasibility Play a key leadership role in all aspects of the transaction process Requirements
At least 2 years of experience in an investment banking environment with advanced technical skills ESOP experience and familiarity preferred but not required Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts Ability to build diverse financial models from scratch Experience working the end-to-end deal execution lifecycle Prior debt structuring and underwriting experience preferred but not required Bachelor’s degree required (Finance, Math, or Economics preferred but not required) Advanced proficiency in Excel, PowerPoint, and Word Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment Knowledge, Skills & Attributes
At Stout, we cultivate a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Associates possess the following attributes: Positive and team-oriented mindset Accountability and reliability Entrepreneurial spirit and commitment to excellence Strong relationship-building and interpersonal skills Exceptional communication and responsiveness Intellectual curiosity and attention to detail Advanced analytical and quantitative capabilities Comprehensive understanding of the sell-side execution process Mentorship and Career Development
Stout is committed to fostering professional growth. Associates benefit from institutional support and mentorship from senior leaders to help advance roles in investment banking. Why Stout?
We offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options. We foster a culture of inclusion and respect, embracing diverse perspectives. Our leadership supports inclusion and belonging across the organization and communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback. We provide flexible work schedules and a discretionary time off policy to promote work-life balance. Learn more about our benefits at: https://www.stout.com/en/careers/benefits Note: The statements shown in each section are not intended to be all-inclusive. They represent typical elements and criteria necessary to perform the job. Stout is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, or any other characteristic protected by law. Stout provides a reasonable estimate of the compensation range for this role. The range considers factors including experience, education, and skills. The disclosed range is $145,000 - $175,000 annually and may be eligible for an annual bonus. Benefits details available at: https://www.stout.com/en/careers/benefits
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At Stout, we strive for Relentless Excellence in client service and culture, guided by our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and Great communicators. This opportunity is with the Stout ESOP Investment Banking Team for an Associate to support day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. The Analyst will work under the guidance of product bankers on transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling. Under the mentorship of seasoned Stout professionals, Associates will develop a well-rounded investment banking skill set with significant client exposure. The ESOP Investment Banking team partners with family- and founder-owned businesses to evaluate ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate ESOP transactions often supported by capital raises led by Stout. We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, typically pursuing a dual-track approach of ESOP and traditional transactions. We also assist large, established companies with ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity. Role responsibilities
Create dynamic three-statement financial models, valuation models, and pro forma financial statements with detailed transaction adjustments Prepare and deliver pitch materials for ESOP formations and recapitalizations, collaborating with practice leaders and sector leaders to win and execute mandates Attend client meetings and present complex deal aspects to company shareholders and Board members Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions Launch transaction plan and manage day-to-day execution, including transaction timeline, information requests, data room oversight, model upkeep, CIM/Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc. Conduct due diligence sessions with clients Conduct quantitative, economic, and industry research Communicate with key stakeholders including owners, shareholders, financial institutions, and market competitors Become SME of the ESOP transaction ecosystem and feasibility Play a key leadership role in all aspects of the transaction process Requirements
At least 2 years of experience in an investment banking environment with advanced technical skills ESOP experience and familiarity preferred but not required Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts Ability to build diverse financial models from scratch Experience working the end-to-end deal execution lifecycle Prior debt structuring and underwriting experience preferred but not required Bachelor’s degree required (Finance, Math, or Economics preferred but not required) Advanced proficiency in Excel, PowerPoint, and Word Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment Knowledge, Skills & Attributes
At Stout, we cultivate a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team-oriented. Successful Associates possess the following attributes: Positive and team-oriented mindset Accountability and reliability Entrepreneurial spirit and commitment to excellence Strong relationship-building and interpersonal skills Exceptional communication and responsiveness Intellectual curiosity and attention to detail Advanced analytical and quantitative capabilities Comprehensive understanding of the sell-side execution process Mentorship and Career Development
Stout is committed to fostering professional growth. Associates benefit from institutional support and mentorship from senior leaders to help advance roles in investment banking. Why Stout?
We offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options. We foster a culture of inclusion and respect, embracing diverse perspectives. Our leadership supports inclusion and belonging across the organization and communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback. We provide flexible work schedules and a discretionary time off policy to promote work-life balance. Learn more about our benefits at: https://www.stout.com/en/careers/benefits Note: The statements shown in each section are not intended to be all-inclusive. They represent typical elements and criteria necessary to perform the job. Stout is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, or any other characteristic protected by law. Stout provides a reasonable estimate of the compensation range for this role. The range considers factors including experience, education, and skills. The disclosed range is $145,000 - $175,000 annually and may be eligible for an annual bonus. Benefits details available at: https://www.stout.com/en/careers/benefits
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