Leveraging the broader expertise of Marshall & Stevens, the MS Capital team collaborates with our internal multi-disciplinary professionals to provide comprehensive valuation insights, fairness analyses, and independent financial opinions that support public and private company transactions for boards, investors, lenders, and other key stakeholders.
Mergers & Acquisitions • Capital Markets Advisory • Strategic Advisory • Valuation Expertise
Delivering Exceptional Outcomes for Business Owners, Private Equity Firms & Corporate Clients
MS Capital, the investment banking division of Marshall-Stevens, advises business owners, private equity firms, family offices, and corporate clients on mergers and acquisitions, capital raising, and other strategic transactions. We combine independent advice, deep transaction experience, and practical execution to help clients achieve their objectives and maximize value.
As part of the Marshall-Stevens platform, we leverage decades of expertise in valuation, financial consulting, and transaction advisory. Our clients benefit from broad industry knowledge, market intelligence, and senior-level involvement throughout every stage of an engagement.
From growth initiatives and acquisitions to recapitalizations, succession planning, and liquidity events, we provide thoughtful guidance tailored to each client’s unique goals. Through transparent communication, disciplined execution, and a commitment to delivering results, we help clients navigate complex decisions with confidence.
The MS Capital Difference
- Trusted Advisory Relationship built on independence, integrity, and objective guidance, providing clients with candid advice, thoughtful recommendations, and a trusted partner throughout every stage of the transaction process
- Strategic Perspective focused on maximizing shareholder value and achieving long-term objectives through careful evaluation of strategic alternatives, market opportunities, and transaction structures
- Deep Transaction Experience across mergers & acquisitions, capital raises, recapitalizations, succession planning, and liquidity events, enabling clients to navigate complex transactions with confidence
- Client-Aligned Approach that prioritizes our clients’ interests at every stage of the engagement, delivering customized solutions and hands-on support tailored to each situation and goal
- Industry Expertise & Market Intelligence supported by extensive experience advising companies across a broad range of industries, providing valuable insight into market trends, valuation drivers, buyer behavior, competitive dynamics, and emerging opportunities
- Hands-on, Modern Dealmaking with senior-Level execution ensuring direct involvement from experienced managing directors and transaction professionals throughout every engagement, from initial strategy development through successful closing
- Extensive Professional Network of strategic acquirers, private equity firms, family offices, lenders, attorneys, accountants, and industry executives that helps create opportunities, enhance transaction efficiency, and drive successful outcomes
With experience spanning numerous industries and transaction types, MS Capital helps clients evaluate opportunities, mitigate risk, and execute critical business decisions with confidence, clarity, and successful results.
The MS Capital Philosophy
We take pride in delivering timely advice, rigorous analysis, and clear, actionable insights throughout every engagement. Our focus is exclusively on middle market businesses across a diverse range of industries.
Our approach is grounded in understanding the objectives of all stakeholders, developing tailored strategies, and executing with discipline and transparency. We believe open communication, objective advice, and responsiveness are essential to successful outcomes. By remaining selective in our engagements, we ensure our interests remain aligned with those of our clients, focusing on achieving the right transaction rather than simply completing a transaction. Patience, trust, and thoughtful execution are the foundation of deals that create lasting value.
What Sets Us Apart
Successful transactions require more than execution. They require preparation, objective advice, and a trusted partner who understands what drives value. We work alongside our clients to develop and execute strategies that maximize opportunities, align stakeholder interests, and achieve superior outcomes.
- Early engagement and long-term partnership
- Independent, objective guidance
- Comprehensive market and valuation expertise
- Industry-specific knowledge
- Proven transaction readiness and execution capabilities
- Transparent communication and stakeholder alignment
- Extensive strategic and financial buyer network
- Disciplined preparation and process management
- Relentless focus on value creation and execution
Understanding the Path Forward
We help clients evaluate strategic alternatives, identify value-enhancing opportunities, and connect with the right financial and strategic partners. Combining industry expertise with extensive market relationships, we provide the insight and execution needed to achieve successful outcomes.
Sell-Side Advisory
MS Capital advises business owners, boards, and management teams through every stage of a business sale or divestiture. We provide comprehensive sell-side advisory services, helping clients prepare for market, identify the right buyers, navigate negotiations, and execute transactions with confidence. By combining rigorous valuation analysis, deep market knowledge, and hands-on transaction management, we help clients maximize value and achieve their strategic objectives.
Buy-Side Advisory
MS Capital helps strategic buyers, private equity groups, and investors identify, evaluate, and execute acquisitions that support their long-term objectives. We provide guidance throughout the acquisition process, including target identification, valuation, financial analysis, due diligence, and transaction structuring. Through independent advice, rigorous analysis, and disciplined execution, we help clients pursue acquisitions with confidence and create long-term value.
Strategic Business Advisory
MS Capital provides independent, objective guidance to business owners, boards, and executive teams facing critical strategic decisions, ownership transitions, and long-term planning initiatives. Leveraging deep expertise in valuation, transaction advisory, and financial analysis, we help clients evaluate strategic alternatives, assess risks and opportunities, and align decisions with their personal and business objectives. Our advisors support value enhancement initiatives, capital planning, transaction readiness, and succession strategies, including family transitions, management buyouts, ESOPs, and third-party sales. Through rigorous analysis, practical insight, and disciplined execution, MS Capital helps clients preserve and maximize value while navigating complex transitions with clarity and confidence.
Capital Markets Advisory
MS Capital’s Capital Markets Advisory practice helps businesses access the capital needed to support growth, acquisitions, recapitalizations, refinancings, and other strategic initiatives. We work closely with business owners, management teams, and investors to evaluate financing alternatives, optimize capital structures, and position companies effectively for the capital markets. Leveraging our extensive network of private equity firms, family offices, institutional investors, banks, and alternative capital providers, we assist clients in securing debt and equity financing solutions tailored to their objectives.
Valuation Insights
Understanding value is the foundation of every successful transaction. Long before a company enters the market, MS Capital works with business owners and management teams to assess current enterprise value, identify key value drivers, and uncover opportunities to enhance market positioning. Through independent valuation insights, financial analysis, and strategic planning, we help clients understand how buyers, investors, and lenders view their business and what steps can be taken to maximize value. By establishing a clear roadmap well in advance of a transaction, we help clients strengthen their business, improve readiness, and position themselves for optimal outcomes.
ESOP Advisory & Ownership Transition
Employee Stock Ownership Plans (ESOPs) can be an effective strategy for ownership transition, liquidity, succession planning, and value creation. MS Capital helps business owners evaluate whether an ESOP aligns with their long-term objectives by providing independent valuation expertise, financial analysis, and strategic guidance throughout the process.
From feasibility assessments and transaction structuring to valuation and execution support, we help clients navigate the complexities of ESOP transactions while balancing the interests of shareholders, employees, and the company. Our goal is to develop practical ownership transition solutions that preserve value, support employee participation, and position the business for long-term success.
MS Capital Team
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Managing Director, Sponsor CoveragePrivate Equity Business Development914.774.3695 [email protected]
Cross-Sector Capabilities. Vertical Depth.
Business Services
Consumer
Industrial
Manufacturing
Healthcare
Tech, Media & Entertainment
Software
Aerospace & Defense
Client Highlights
Frequently Asked Questions
What types of companies does MS Capital work with?
MS Capital advises privately held, founder-led, family-owned, and middle-market businesses across a diverse range of industries. We work with business owners, investors, family offices, and corporate clients on mergers and acquisitions, capital raising, valuation, and strategic advisory engagements across a broad range of industries, including manufacturing, business services, healthcare, consumer products, industrials, aerospace & defense, and media/technology.
At what stage should I engage an investment banker?
Many business owners believe they should engage an investment banker only when they are ready to sell. In reality, the best outcomes often result from planning months or even years in advance. Early engagement allows for value enhancement, succession planning, and transaction readiness.
How much is my business worth?
Business value depends on many factors, including profitability, growth prospects, industry trends, management depth, customer diversification, and market demand. A professional valuation provides an objective assessment of enterprise value.
When is the right time to sell my business?
The ideal time depends on your personal objectives, company performance, market conditions, and industry dynamics. We help clients evaluate these factors and determine the optimal timing for a transaction.
How do I know if my company is ready to raise capital?
We evaluate financial performance, growth opportunities, management capabilities, and market positioning to assess financing readiness and identify the most appropriate capital solutions.
