#USA #New York #Coalesce Capital #Marshall Stevens #Valuation Firm

Coalesce Capital Expands Footprint with Majority Investment in Marshall & Stevens

Coalesce Capital, a prominent private equity firm, has recently made headlines by acquiring a majority stake in Marshall & Stevens, a respected name in independent valuation services. This strategic move, finalized in December 2025, is set to enhance Marshall & Stevens' position in the highly competitive market of valuation advisory, litigation support, and transaction consulting.

Founded in 1932, Marshall & Stevens has undeniably established itself as a trailblazer in the valuation industry, providing crucial services that span a range of complex financial scenarios including mergers, acquisitions, estate evaluations, and litigation support. As the firm celebrates nearly a century of expertise, Coalesce Capital's leadership recognizes the immense potential for growth and innovation within the company.

A Promising Partnership

Mark Santarsiero, President and CEO of Marshall & Stevens, expressed optimism about the partnership with Coalesce. He noted that this collaboration not only brings valuable financial resources but also deep insights that will enable Marshall & Stevens to build on its previous success. In recent years, the firm has completed nine acquisitions, and the investment from Coalesce is expected to accelerate this growth trajectory even further, positioning the firm to offer a comprehensive suite of services tailored to its clients' needs.

Stephanie Geveda, Founder and Managing Partner at Coalesce Capital, highlighted the growing demand for specialized services that assist Chief Financial Officers as they navigate the intricate landscape of financial, regulatory, and transactional challenges. She emphasized that Marshall & Stevens is exceptionally positioned to capitalize on this trend, as the valuation advisory services continue to become more essential in an evolving economic environment.

Market Dynamics and Strategic Expansion

The valuation services market is characterized by its fragmentation and regionalization, presenting a complex landscape for firms operating within it. Coalesce Capital aims to harness this opportunity by supporting Marshall & Stevens in expanding its reach and capabilities through strategic acquisitions and the recruitment of senior-level talent. Jon Gurss, Partner at Coalesce, noted that this investment exemplifies their focus on professional service firms that deliver essential guidance in today’s business climate.

As more companies face financial complexities, the expertise offered by independent valuation firms like Marshall & Stevens becomes increasingly invaluable. The strategic infusion of capital from Coalesce will not only enhance the firm’s operational capabilities but also empower it to elevate its service offerings, ensuring it remains a trusted partner for clients across multiple industries, from healthcare to real estate and everything in between.

The Future of Marshall & Stevens

With the backing of Coalesce Capital, Marshall & Stevens is gearing up for a transformative phase. The firm plans to invest in advanced technologies and talent development to further strengthen its service offerings. As it moves forward, the firm is poised to become a market leader, equipped with the tools and insights necessary to navigate the complexities of today’s financial landscape.

As the partnership unfolds, stakeholders will be keenly observing how this investment shapes the future of Marshall & Stevens. New service capabilities, expanded market reach, and enhanced client relationships are just a few of the exciting prospects on the horizon as these two dynamic entities come together.

For more information about Marshall & Stevens and its broad array of valuation services, please visit www.marshall-stevens.com. You can learn more about Coalesce Capital and its strategic vision at www.coalescecap.com.