Properly addressing the unique characteristics of energy and infrastructure (“E&I”) projects, enterprises, and underlying assets requires specific experience. Legal, accounting, and investment advisors recommend
Marshall & Stevens to their clients for the independent valuations required to properly contemplate, execute, and report transactions.
Our practice is led by professionals with deep experience in structured finance transactions, tax incentives, financial reporting, and tax reporting of E&I investments.
Our experience includes the valuation of conventional and renewable energy assets, projects, and enterprises involved with the generation, distribution, and transmission of energy. Project technology valued includes offshore and onshore wind, solar, renewable natural gas, geothermal, nuclear, and carbon capture, as well as battery storage, fuel cells, oil, gas, coal, and cogeneration facilities.
Municipalities, utilities, infrastructure funds, public and private enterprises engage us because of the multi-disciplinary specialists we employ, the experience of our professionals and the client service focus of our firm.
Asset intensive projects are most often financed with structured finance transactions (lease, sale leaseback, synthetic lease, tax equity investment, etc.) These finance vehicles are more complex than a traditional collateral debt agreement due to the specific valuation opinions necessary to meet US tax requirements. Our specialists provide the independent value opinions and consulting required to complete a well-documented tax beneficial financing transaction (compulsion, economic useful life, fair market value in continued use, limited use, residual value, etc.) including cost segregation analyses.
Dispute resolution and litigation support analyses are also provided, typically related to a disagreement over a residual value buyout, early buyout option, and shareholder suppression.
We provide a broad portfolio of independent valuation services to traditional and renewable energy enterprises that generate, distribute, and transmit oil, gas, biofuel, and electricity as well as those who service these enterprises. Federal and state renewable energy incentives are responsible for a monumental increase in renewable energy project finance valuations.
Municipalities, utilities, infrastructure funds, public and private enterprises engage us because of the multi-disciplinary specialists we employ, the experience of our professionals, and the client service focus of our firm.
Our 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.
Marshall & Stevens has great experience providing independent fairness opinions and solvency opinions for public and private company transactions.
Marshall & Stevens performs hundreds of valuations and cost segregation analyses every year for renewable energy project developers, sponsors, and investors.
Marshall & Stevens has a large team of valuation professionals, all of which have industries where they have a particular expertise, including: agriculture, automotive, chemical, construction and engineering, consumer products, energy and infrastructure, entertainment and media, food and beverage, healthcare, hospitality and gaming, manufacturing and distribution, real estate, professional services, technology.
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.
Here are a few client success stories from public and private companies we’ve worked with
