Our machinery & equipment, real estate, and financial valuation professionals work with financial institutions, mezzanine lenders, private equity investors and transaction advisors to finance, machinery & equipment, intangible assets, real estate, fully integrated projects and facilities, and business enterprises. From straight forward debt financing to the more complex structured finance transactions, our specialists know what is required and how to get the deals done.
The Marshall & Stevens Approach
Our in-house professionals provide timely independent analyses to the entire spectrum of financing and investment sources. Some assignments require nothing more than a standard opinion of fair market value. Others require an opinion of orderly and forced liquidation, highest and best use, go dark value, etc.
We service structured finance transactions by providing the opinions required to consummate sale leasebacks, off-balance sheet transactions, partnership, cross-border, and municipal transactions.
Opinions provided include, but are not limited to:
- Economic Useful Life and Remaining Useful Life
- Fair Lease Value
- Fair Market Value
- Fair Value
- Fairness Opinions
- Go Dark Value
- Limited Use Analyses and Compulsion
- Liquidation Values
- MACRS Classifications / Cost Segregation
- Portfolio Valuation
- Purchase Option
- Repowering Tax Analyses (80/20 Test)
- Residual Value
- Solvency Opinions
- Assignment of Tax Lives
Our specialists pride themselves on the ability to demonstrate a complete understanding of the needs and considerations of each individual transaction. We provide the necessary input and solutions to the challenges our clients may face, bringing a great deal of sensitivity and intelligence to each new transaction.
Important Compliance Requirements
Marshall & Stevens’ valuation analyses and reports comply with the requirements of American Society of Appraisers (ASA) and the Uniform Society of Professional Appraisal Standards (USPAP). Depending upon the assignment, our work will also comply with domestic and international accounting standards for financial reporting (FASB and IAS), Financial Institutions Reform, Recovery, and Enforcement Act (FIRREA), and Internal Revenue Services (IRS) standards and procedures.
Transactions Are What We Do
Founded in 1932, we assist our clients with planning, due diligence, negotiation and reporting of their important transactions including mergers, acquisitions, divestitures, financings, restructuring, insurance placement, tax, and matters of dispute.