Structured finance transactions (lease, sale leaseback, synthetic lease, tax equity investment, etc.) are more complex than a traditional valuation of equipment, plants and integrated facilities. Project finance attorneys, transaction advisors, and investors refer their clients to Marshall & Stevens because of the depth and breadth of experience of our professionals.
Our specialists provide facility and equipment owners, financing sources, and transaction advisors with the 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.
Our Structured Finance professionals collaborate with our internal Financial Valuation, Machinery & Equipment, Real Estate, and Cost Segregation professionals to provide the value opinions our clients require to consider, execute and report a wide range of transactions including:
- merger, acquisition, divestiture, joint venture
- financing and recapitalization
- bankruptcy, reorganization, and restructuring
Services provided include independent Fairness Opinion and Solvency Opinions, valuation of businesses, complex securities, intangible assets, fixed assets, facility/project valuations, portfolio valuations, insurable value, property tax reporting and appeal (ad valorem), as well as financial reporting and tax reporting.
This practice has experienced a great deal of growth over the past decade in parallel with increased investment across the US in renewable energy project development from corporations, financial institutions, and utilities.
For information about valuation and consulting in specific arenas, see:
- Energy – conventional and renewable
- Health Care
- Machinery & Equipment including manufacturing and processing plants
- Real Estate
Please reach out to the staff below with any questions.