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Fairness & Solvency Opinions

Financial Reporting

Energy & Infrastructure

Real Estate Valuation

2022 Year In Review

2022 was the 90th anniversary year for Marshall & Stevens Incorporated. Thank you, Earl Marshall and Robert Stevens, for giving us our start.

Deciding which assignments to represent our portfolio of services is always challenging, but here it is. The largest source of new work in 2022 was SPAC deSPAC Fairness Opinions. Other highlights include a greater diversity of Energy & Infrastructure and Healthcare projects, and a continuous flow of real estate and financial reporting valuation assignments. MS Capital (our investment bank) had its best year in 2022 and 2023 promises to be even better.

Thank you to everyone who referred their clients to us and to those clients who continue to return every year. We don’t succeed without you.


SPAC Fairness Opinion for MAXPRO VENTURES
SPAC Fairness Opinion for Malacca Straits Acquisition Company Limited
SPAC Fairness Opinion for NorthView Acquisition Corp.
Solvency Opinion for H.I.G. Growth Partners
Solvency Opinion for H.I.G. Capital
Energy & Infrastructure - Financing for Catalyze
Energy & Infrastructure - Financing for enel
Energy & Infrastructure - Microgrids for Scale Microgrids
Energy & Infrastructure - Water for Texas Water Utilities Association
Sell-Side Advisor for nexbelt
Sell-Side Advisor for Primrose Schools
Sell-Side Consulting for BellSimons Companies
ESOP Compliance for CPi
ESOP Compliance for TRICHERT
Estate Tax Reporting for S&H
Financial Reporting for Carbonfree Chemicals
Fund Valuations for DTA
Financial Reporting for European Wax Center
Financial Reporting for Hornblower
Financial and Tax Reporting for Patriot Pickle
Financial Reporting for Signature Brands, LLC
Financial Reporting for telmar helixa
Financial Reporting for Windows USA
Financial Reporting for YDesign Group
Financial Reporting for CIM
International Financial Reporting for SCAVOLINI
Healthcare - Financial Reporting for Clarus Therapeutics
Healthcare - Financial Reporting for Discovery Behavioral Health
Healthcare - Financial Reporting for PM Pediatric Care
Healthcare - Financial Reporting for PT Solutions Physical Therapy
Healthcare - Financial Reporting for USOP
Healthcare - Financial Reporting for Clarus Therapeutics
Real Estate for PSEG
Real Estate - Financial Reporting for The Irvine Reporting
Real Estate - Financial Reporting for Confidential
Real Estate - Financial Reporting for Cabot Devco
Real Estate - Financing for Lakeland Bank
Real Estate - Financing for Self Storage New Construction for Confidential Multinational Financial Services Company
Real Estate - BuySell Consideration for 150+ Room Hot Springs Resort & Spa
Cost Segregation for Black Lion Investment Group
Real Estate - Financing for Phoenix-Mesa Gateway Airport
Insurance Valuation for Town of Easton, Mass.

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