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Independent Insight for Value Opinions

MS Capital is a boutique mergers and acquisitions firm that provides transaction advisory, capital markets, corporate finance, and investment banking services to a diverse client base, including corporations, financial institutions, financial sponsors, hedge funds, and private equity groups in the Americas and around the globe.

As a wholly-owned subsidiary of Marshall & Stevens, Incorporated, the experts at MS Capital have strategically leveraged Marshall & Stevens’ history of client relationships, industry focus, and market knowledge, as well as their own research and management expertise in the public and private domain to deliver innovative, personal, and comprehensive investment banking services.

Our services include:
  • Exclusive Sales and Divestitures
  • Management and Leveraged Buyouts
  • Spin-Offs
  • Joint Venture Structuring
  • Growth Strategies
  • Strategic Financial Buy-side
  • Board Composition and Effectiveness
  • Strategic Planning
  • Value Drivers Analysis
  • Management Focus and Effectiveness
  • Employee Stock Ownership Plans (ESOPs)
  • Value Enhancement Advisory
  • Calculations of Value
  • Sell-side Preparation and Advisory

Besides traditional investment banking services our team spends significant time with clients educating all stakeholders on aspects such as operational efficiency, financial literacy, and value enhancement strategies.

Marshall & Stevens Investment Banking

Every engagement requires the upmost attention to detail – taking in each individual aspect of a business and enacting a full company analysis to determine what facets can be used to increase total value.

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How Marshall & Stevens can help with Investment Banking

Our Investment Banking team collaborates with our internal multi-disciplinary professionals to provide the value analyses and fresh independent opinions to fiduciaries, financing sources and investors for public and private company transactions.

Frequently Asked Questions

Does Marshall & Stevens value ESOPs?
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The Marshall & Stevens ESOP practice includes valuation, transaction advisory, and investment banking for ESOPs.

Does Marshall & Stevens do portfolio valuations for private equity funds?
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Marshall & Stevens performs portfolio valuations for a large and diverse pool of investments and investment funds.

Does Marshall & Stevens perform business valuations?
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Marshall & Stevens provides valuations of businesses, as well as equity and debt investments for use in estate and gift tax, IRC 409a, ESOP reporting, succession planning, financing and recapitalization, litigation, etc.

The Marshall & Stevens Difference

Marshall & Stevens provides Fairness and Solvency Opinions, valuation analyses, investigative accounting, and expert witness services to assist public and private clients with their important transactions and litigation matters.

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firms acquired since 2023
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Investment Banking Contacts at Marshall & Stevens