Founded in 1932, Marshall & Stevens is an independent valuation and advisory firm providing valuation advisory, transaction consulting and litigation support services.
The firm serves public and private companies, investors, individuals and advisors across a range of industries and complex financial matters, including mergers and acquisitions, financings, ESOPs, estates and commercial litigation.
What We Saw
Growing financial, regulatory and transactional complexity is increasing demand for specialized Office of the CFO services. Within that market, valuation advisory has become an increasingly important resource for companies and their advisors across changing economic environments.
Marshall & Stevens stood out for its longstanding reputation, differentiated expertise across valuation and advisory services, and position in a highly fragmented market. Coalesce saw an opportunity to build on that foundation, expanding the firm’s capabilities and creating a broader full-service platform for clients.
Building Together
Coalesce and the Marshall & Stevens management team are focused on expanding the firm’s capabilities while building on the expertise and client relationships established over nearly a century.
Together, the team is investing in talent development and technology and pursuing strategic acquisitions that add complementary capabilities and expertise. The shared ambition is to build a broader platform that can provide clients with an increasingly comprehensive range of valuation and advisory services.
The Management Perspective
In their own words.
Let’s talk about what your business could become.