Investment Banking

MS Capital is a sister company to Marshall & Stevens, Inc. that provides M&A 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 across the globe.



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MS Capital is an independent advisory-focused investment bank with exposure to industry expertise across the Marshall & Stevens family. We are committed to providing timely, transparent, & objective advice to all of 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.


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.

Mergers & Acquisitions
  • Acquisition Advisory
  • Calculations of Value
  • Distressed Transactions
  • Exclusive Sales & Divestitures
  • Fairness Opinions
  • Joint Venture Structuring
  • Management & Leveraged Buyouts
  • Special Committee Assignments
  • Spin-Offs
  • Value Advisory
Corporate Finance
  • Financial Restructuring
  • Go-to-Market Preparation Advising
  • Sale Leaseback
  • Senior Debt Arranging
  • Solvency Opinions
  • Tax Equity

*MS Capital is a sister company to Marshall & Stevens, Inc. All investment banking services are performed by MS Capital professionals.

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Investment Banking Services Contacts

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