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
Our firm is an independent advisory-focused investment bank with exposure to industry expertise across our Marshall & Stevens family. We are committed to providing timely, transparent, & objective advice to all our clients. We are united in a single purpose: furnishing investment banking services tailored to the specific needs of our clients. Our people are passionate, skilled, and diligent independent advisors. We take pride in providing timely advice, accurate analyses, and concise reports in all our engagements. We work exclusively with closely held businesses in the lower middle market across numerous industries.
The MS Capital Philosophy
We take pride in providing timely advice, accurate analyses, and concise reports in all our engagements. We work exclusively with closely held businesses in the lower middle market across numerous industries guided by our philosophy:
Holistic Approach:
Clear vision of the needs and objectives of all stakeholders
Understanding of financial strength and value of each client’s business
Develop clear objective and strategy for implementation
Open Communications:
Independent advice
Transparent and honest
Timely communication and clear flow of data
The Right Deal:
Selective in choosing the clients we work with
Look to do the right deal, not just any deal
Patience and understanding are the keys to deals that stand the test of time
Why Clients Choose to Work With Us:
We guide and help our clients by evaluating all options and translating results from a clear growth-path into measurable returns, act as negotiators and consultants on behalf of clients when appropriate and execute a lucrative and optimal transaction benefiting the organization by bringing in the right financial or strategic partner.
- We are committed and willing to work with clients long before any liquidity event is in sight
- We look to do the right transaction, not just any transaction
- We understand the importance to be ready to go to market
- Throughout our firm we have specific industry experts across many disciplines and sectors
- We understand value and what it means to market participants, investors, partners, and owners
Understand Your Options
Whether the goal is meeting growth objectives or identifying strategic business partners, our seasoned valuation, banking and legal professionals speak the language of your industry or practice. Our bankers have relationships with thousands of client companies and financial buyers—and the ability to identify the most likely and best-suited parties to a transaction.
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.
Strategic Business Advisory:
Strategic business advisory at MS Capital provides independent, objective guidance to business owners, boards, and executive teams navigating complex decisions and pivotal transitions. Drawing on the firm’s deep expertise in valuation, transaction advisory, and financial analysis, we help clients evaluate strategic alternatives, assess risks and opportunities, and align decisions with long-term objectives. Our advisors support value enhancement initiatives, capital planning, governance considerations, and transaction readiness. Through rigorous analysis and practical insight, MS Capital delivers clarity, confidence, and disciplined execution at every stage of the decision-making process.
Sell-Side Advisory:
Sell-side advisory supports business owners, boards, and executives through the preparation, positioning, and execution of a business sale or divestiture. At MS Capital, we help clients define transaction objectives, establish defensible valuations, and position their businesses to attract qualified strategic and financial buyers. Our team manages the sell-side process from marketing and buyer outreach through negotiation and closing, while coordinating diligence and transaction logistics. By combining independent analysis, market insight, and disciplined execution, MS Capital helps clients maximize value and achieve successful transaction outcomes.
Buy-Side Advisory:
Buy-side advisory assists investors and acquirers in identifying, evaluating, and executing acquisitions that align with strategic and financial objectives. At MS Capital, we support clients throughout the acquisition lifecycle, from target identification and valuation to financial analysis and transaction structuring. Our advisors provide independent assessments of value, risk, and synergies to inform investment decisions and negotiation strategy. By combining deep analytical expertise with transaction experience, MS Capital helps clients pursue acquisitions with clarity, discipline, and confidence.
Business Succession Planning:
Business succession planning helps owners and leadership teams prepare for the orderly transition of ownership and management while preserving enterprise value and continuity. At MS Capital, we work with clients to evaluate succession alternatives, assess valuation and tax considerations, and align transition strategies with long-term personal and business goals. Our advisors provide independent analysis to support family successions, management transitions, ESOPs, and third-party sales. Through thoughtful planning and disciplined execution, MS Capital helps clients navigate succession with clarity, confidence, and lasting results.
Pre-transaction Advisors:
Pre-transaction advisory services help businesses prepare strategically and financially before pursuing a sale, acquisition, recapitalization, or other significant transaction. At MS Capital, we work with clients to evaluate readiness, identify value-enhancement opportunities, and address potential risks in advance of a transaction process. Our advisors provide independent valuation insight, financial analysis, and strategic guidance to support informed decision-making and effective positioning. By preparing clients well ahead of a transaction, MS Capital helps maximize value, streamline execution, and improve overall transaction outcomes.
ESOP Consulting Services:
ESOP consulting services help business owners evaluate, structure, and implement employee stock ownership plans as part of succession, liquidity, or tax-planning strategies. At MS Capital, we advise clients on the financial, valuation, and strategic considerations involved in establishing or transacting with an ESOP. Our team provides independent valuations, feasibility analyses, and transaction support to ensure ESOP structures align with corporate objectives and regulatory requirements. By combining deep technical expertise with practical experience, MS Capital helps clients implement ESOP solutions that support long-term value, employee engagement, and ownership transition.
How Marshall & Stevens can help with Investment Banking Services
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
