Marshall & Stevens
Marshall & Stevens is a long-standing valuation advisory, transaction consulting, and litigation support firm.
- Highest 2026 tier: Tier I
- Independent valuation advisory firm
- Independent Valuation Advisory Boutiques
Overview
Marshall & Stevens is a long-standing valuation advisory, transaction consulting, and litigation support firm. The firm provides valuation services across business valuation, machinery and equipment appraisal, real estate valuation, financial reporting, portfolio valuation, ESOP advisory, fairness opinions, solvency opinions, and dispute-related valuation analysis.
Its advisory work is relevant for corporate clients, private companies, investors, lenders, fiduciaries, legal counsel, and asset managers that require independent valuation support. Marshall & Stevens has also expanded through the acquisition and integration of specialist valuation firms, strengthening its platform across multiple valuation disciplines.
Marshall & Stevens is included in one 2026 Advisory Ranking category. The highest recorded classification is Tier I.
Firm facts
| Founded | 1932 |
| Firm type | Independent valuation advisory firm |
| Headquarters | Los Angeles, United States |
| Primary focus | Independent valuation, financial opinions and transaction analysis |
| Highest 2026 Advisory Ranking tier | Tier I |
Principal activities
Valuation advisory
Business, portfolio, complex-security and intangible-asset valuation.
Financial opinions
Fairness opinions, solvency opinions and board-level independent analysis.
Reporting and disputes
Financial-reporting valuation, tax valuation and litigation support.
Marshall & Stevens works with clients on assignments that may combine strategy, specialist analysis, implementation support and organizational adoption. The precise scope depends on the mandate, sector, geography and client requirements.
Sector and mandate coverage
Sector coverage
- Private equity
- Financial services
- Technology
- Healthcare
- Industrials
- Consumer markets
Mandate types
- Business valuation
- Portfolio valuation
- Fairness opinions
- Financial reporting
- Tax valuation
- Dispute valuation
Market position
Marshall & Stevens is positioned as an independent valuation advisory firm. Its relevance reflects the combination of specialist capability, institutional experience and practical involvement in consequential strategic or corporate decisions.
Distinctive focus: Its advisory work is relevant for corporate clients, private companies, investors, lenders, fiduciaries, legal counsel, and asset managers that require independent valuation support.
Competitive context
Marshall & Stevens competes with specialist strategy advisers, executive-services firms, transaction advisers, analytics providers and larger multidisciplinary professional-services firms. The relevant peer set varies by mandate, industry, client segment, geographic scope and delivery model.
Comparable firms are selected according to overlap in business model, client segment, service coverage, geographic activity and mandate profile. Inclusion does not imply equivalence in scale, ranking or market position.
Leadership
| Person | Current position | Institutional background |
|---|
Leadership information reflects the public sources reviewed for this profile. View the firm’s website ↗
Corporate and regulatory information
Marshall & Stevens provides advisory, executive, analytical, transaction, managed or technology services. The contracting entity, professional obligations and regulatory status depend on the service, client jurisdiction and engagement scope.
View registered-entity details
| Service status | Advisory, executive, analytical, transaction or technology services |
| Headquarters | Los Angeles, United States |
Principal offices
- Los Angeles, United States
Rankings and recognition
Ranking inclusion is editorially determined. The existence or maintenance of a Wiki profile does not influence ranking eligibility, tier or position.
Related Economy analysis
Selected Economy Markets articles providing context for the firm’s advisory environment:
- The Silent Reshuffle of the Advisory Market
- How AI Is Reshaping the Consulting Industry in 2026
- Middle-Market Private Equity: Returns, Scale and Manager Selection
Related institutions and subjects
Sources and data transparency
The profile is based on the following publicly available institutional, regulatory and editorial sources:
- Marshall & Stevens — official firm overview and service information.
- Advisory Ranking — Top 30 Independent Valuation Advisory Boutiques 2026 — inclusion and tier classification.
