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Stout Expands Its Reach in Real Estate Valuation

In a strategic move to bolster its expertise in real estate valuation, Stout, a renowned global advisory firm, has recently acquired Appraisers and Planners, Inc., one of New York City’s preeminent firms specializing in commercial real estate valuation. This acquisition marks a significant milestone for Stout, as they aim to integrate the extensive knowledge and capabilities of Appraisers and Planners into their own valuation advisory practice.

Founded in 1933, Appraisers and Planners has built a reputation over the past 90 years as a trusted name in the field, providing comprehensive appraisal and valuation services. Their offerings range from property appraisal and portfolio analysis to litigation support and expert testimony. With a team of over 15 seasoned professionals, the firm is well-versed in the nuances of various real estate markets, extending their reach from New York City to major metropolitan areas including Philadelphia, Boston, Washington D.C., and down to Florida.

The integration of this talented team into Stout’s existing Real Estate Valuation practice is poised to enrich the quality of services offered, allowing their clients to benefit from Stout's wider network of resources and advisory services. The addition of Appraisers and Planners' expertise will provide clients with an enhanced suite of valuation solutions, including business valuation and machinery appraisal, further positioning Stout as a leader in the valuation advisory sector.

This acquisition is not just about expanding capabilities; it also represents a significant opportunity for collaboration and shared growth. The leadership of Appraisers and Planners—led by Managing Directors Sharon Locatell, James L. Levy, and Adam L. Wald—echoed their excitement about this partnership. James L. Levy, Chairman of the Board at Appraisers and Planners, stated, "We are honored to join Stout and embark on this exciting new chapter."

As a global firm, Stout excels in various advisory segments, including corporate finance, transaction advisory, and financial disputes, serving a diverse clientele from public corporations to privately held enterprises. This acquisition dovetails neatly with their commitment to providing 'Relentless Excellence®' in every client interaction.

Stout President of Valuation Advisory, Greg O'Hara, commented on the acquisition’s importance, noting, "The team at Appraisers and Planners brings decades of expertise and a stellar reputation in the New York and surrounding real estate markets. We are thrilled to combine forces and look forward to delivering even greater value to our clients through this partnership."

Appraisers and Planners will now have access to a broader array of resources and services, which posit it to enhance the scope of their offerings significantly. This partnership enables the firm to uphold its commitment to exceptional real estate valuation while gaining new avenues for growth and service enhancement. Sharon Locatell, President of Appraisers and Planners, remarked on the importance of legacy: "For more than 90 years, our firm has been trusted in real estate valuation. Joining Stout allows us to honor that legacy while expanding our services. Stout's global reach and breadth of services provide an incredible opportunity for us to expand our capabilities and better serve our clients."

The acquisition, which was finalized on September 16, 2025, represents Stout’s first strategic move since Integrum's investment in July of the same year. With legal guidance from Winston and Strawn, the deal sets the stage for significant growth within the real estate valuation sector—opening new doors for Stout and the clients of Appraisers and Planners alike.

For those seeking specialized knowledge in real estate valuation, this merger combines two formidable forces in the industry, promising enhanced services that meet the evolving needs of clients in a complex real estate environment. As Stout continues to innovate and lead in valuation advisory services, clients can expect the highest level of expertise and support in navigating their real estate challenges.