The 2022 Inflation Reduction Act (“IRA”) created a surge of project development, investment and M&A activity in the renewable energy industry and valuation engagements for Marshall & Stevens, starting in early 2023. The increased market activity resulted not just in a greater number of project finance valuation and cost segregation analyses for our Energy & Infrastructure practice, but also an increase in repowering analyses (“80/20”), valuations of energy storage and renewable natural gas projects as well as Financial Reporting Valuation analyses for investment funds.
On other fronts, the SEC’s focus on increased investor transparency led to a wave of independent Fairness Opinions and valuations for de-SPAC and other transactions for our Transaction Advisory Services team.
Real Estate financing and investment has been at a decade-long low, but our Real Estate and Financial Valuation specialists have seen increased interest in valuations of real estate and real estate holding companies as investors take advantage of lower values to transfer a greater percentage of their investments to heirs prior to the huge decrease in the federal lifetime gift tax exemption at the end of 2025.
Our Dispute Resolution and Litigation Support practice increased in number of assignments, both organically and by acquisition of three respected firms that focus on fraud and forensic accounting, bankruptcy and receivership consulting, business, divorce, and estate dispute damages calculations, asset tracking, and expert witness services. Adding Rocky Mountain Advisory, Lone Peak Valuation Group, and Value Consulting Group greatly increased the number, expertise, and geography of our valuation professionals as well as our presence in ESOP valuation.
Another of our recent acquisitions, Reliant Business Valuation and Reliant Equipment Appraisals (“Reliant”), provide us with a team of specialists who produce business enterprise and asset valuations for
Small Business Administration 7(a) loans.
The assignments below are meant to serve as a representative sample
of the hundreds of assignments our Financial, Energy & Infrastructure, Machinery & Equipment, Real Estate, and Dispute Resolution specialists performed over the past 12 months.
Please reach out if you would like to have a conversation about the wide variety of ways we service public and private companies, investors, and trusted advisors.
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