CHICAGO, March 1, 2017 /PRNewswire/ -- Stout Risius Ross, Inc., a premier global advisory firm, has completed its previously announced acquisition of FMV Opinions, Inc., a California-based valuation advisory firm with offices in Irvine, New York, Dallas, and San Francisco. The acquisition was finalized on February 28, 2017.
FMV Opinions delivers valuations for a variety of transactional and succession planning requirements, including estate and gift tax support, and is well-recognized for the FMV Restricted Stock Study™ – the most widely used restricted stock database, covering nearly 800 stock transactions.
This acquisition further solidifies Stout's estate and gift tax practice as the market-leading valuation provider in the United States focused on high and ultra-high net worth clients. It also complements the broad valuation capabilities of the firm, including transaction opinions, tax and financial reporting, ESOP advisory, and valuation disputes, among many others.
The combined businesses will bring together market-leading thought leadership, extensive tax court experience, and deep industry expertise to the estate and gift tax market. Stout CEO Craige Stout said, "We are extremely pleased to be joined by the talented professionals of FMV Opinions. They have built a top-shelf reputation over the last 25 years, and we believe that Stout's scale can bring an expanded service dimension to their existing client base, from real estate valuation to investment banking."
Stout Managing Directors Aaron Stumpf and Carsten Hoffmann will continue to lead the firm's Trust & Estate practice.
For more about the acquisition, click here.
About Stout Risius Ross, Inc.
Stout is a premier global advisory firm specializing in Investment Banking, Valuation Advisory, Dispute Consulting, and Management Consulting. We serve a range of clients from Fortune 500 corporations to privately held companies in numerous industries around the world. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex financial matters. For more information visit www.SRR.com.
Stout is a trade name for Stout Risius Ross, Inc. and Stout Risius Ross Advisors, LLC, a FINRA registered broker-dealer and SIPC member firm.
SOURCE Stout Risius Ross