Our MS Capital 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.
Related Resources
At Marshall & Stevens, our Sell-Side Advisory Services are specifically tailored to help business owners, boards, and executives realize the full strategic and financial value of their enterprises in sale or divestiture scenarios. Unlike buy-side engagements — where the focus is on identifying and acquiring assets — sell-side advisory is centered on preparing, positioning, and transitioning a business to the optimal buyer at the right price. Drawing from our deep expertise in valuations, transaction structuring, and market insights, we partner with sellers from the earliest stages of preparation through closing, ensuring clarity and confidence in every decision.
We guide clients through a structured sell-side process that begins with comprehensive valuation analysis, including assessment of financial performance, market comparables, and risk-adjusted positioning. With this foundation, our team develops compelling marketing materials and outreach strategies designed to attract and engage qualified buyers — from strategic acquirers to financial sponsors — while preserving confidentiality and competitive leverage. Throughout negotiations and due diligence, we serve as trusted advisors, managing complexity and advocating for terms that support your business objectives and long-term success.
Clients working with Marshall & Stevens benefit from a holistic suite of sell-side services that balance analytical rigor with practical execution excellence. Our offerings include:
Valuation & Positioning
- Independent, defensible valuation to support pricing and expectations
- Strategic positioning that highlights competitive strengths and growth potential
Buyer Identification & Outreach
- Targeted engagement with strategic and financial buyers
- Use of proprietary networks to broaden reach and enhance competitive tension
Transaction Leadership & Negotiation
- Coordination of deal structuring, term negotiation, and diligence
- Integration of financial, legal, and tax considerations to mitigate risk
Whether your transaction is a full business sale, minority recapitalization, or partial divestiture, our sell-side advisory team brings disciplined execution, market perspective, and unwavering advocacy to every engagement — helping you achieve outcomes that reflect the intrinsic and strategic value of your enterprise.
Why MS Capital?
MS Capital has strategically leveraged Marshall & Stevens’ history of client relationships, industry focus, and market knowledge, as well as its own research and management expertise in the public and private domain to deliver innovative, personal, and comprehensive investment banking services.
How MS Capital can help with Sell-Side Advisory
Frequently Asked Questions
Does Marshall & Stevens do Estate and Gift Tax valuations and appraisals?
Marshall & Stevens meets the IRS’ “Qualified Appraiser” standard, valuing real estate, businesses, intangible assets, and equipment for estate and gift tax reporting purposes.
Does Marshall & Stevens do portfolio valuations for private equity funds?
Marshall & Stevens performs portfolio valuations for a large and diverse pool of investments and investment funds.
Does Marshall & Stevens provide expert reports and testimony for arbitration and litigation cases?
Marshall & Stevens provides forensic accounting, valuations, damages calculations, consulting, and expert witness testimony in a wide variety of litigation and arbitration cases.
Does Marshall & Stevens act as a receiver or provide receivership services?
Marshall & Stevens has staff that serve as receivers and who perform investigative/forensic accounting services. We also assist with bankruptcy and restructuring as may be required.
Does Marshall & Stevens provide bankruptcy and restructuring services?
Marshall & Stevens provides valuation, solvency/insolvency opinions, and other consulting services to assist with bankruptcy, restructuring and recapitalization transactions.
Does Marshall & Stevens value international companies and assets?
Marshall & Stevens values companies and assets around the world. Our staff travels as necessary to conduct site inspections, management interviews and perform other due diligence.
Does Marshall & Stevens provide real estate appraisals?
Marshall & Stevens performs real estate appraisals for financing, estate and gift tax planning and reporting, buy/sell consideration, insurance, easements, property tax, and litigation.
Client Highlights
Here are a few client success stories from
