Marshall & Stevens acquires two more valuation consultancies

23 April 2024 2 min. read
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Marshall & Stevens, a Los Angeles-headquartered valuation and dispute consulting firm, this month announced the acquisition of valuation and litigation support firms Value Consulting Group and Lone Peak Valuation Group.

The deals build on last month’s acquisition of Rocky Mountain Advisory, a Salt Lake City-based valuation and litigation support consultancy.

Value Consulting Group is based in the Minneapolis area and provides independent valuations of employee stock ownership plans and other privately owned businesses, intangible assets, and real estate to clients including lawyers, accountants, investors, trustees, and entrepreneurs. The firm also provides services in investigative accounting, damages calculations, valuations, and expert witness services for divorce and business disputes.

Value Consulting has nine employees, according to its website.

“Joining Marshall & Stevens provides our team a larger, more diverse platform to serve the needs of our clients," said Patrick Schmidt, founder of Value Consulting. "This transaction allows us the opportunity to offer top notch Fairness Opinions, Solvency Opinions, financial reporting valuations, equipment appraisals, and investment banking to our clients and referral sources.”

Marshall & Stevens acquires two more valuation consultancies

Lone Peak Valuation Group is based in Salt Lake City and provides independent valuations of business enterprises and intangible assets, forensic accounting, and other litigation services including damages calculations and expert witness testimony.

The firm has 16 employees listed on LinkedIn and has eight principals, according to its website.

“We formed Lone Peak in 2008 with a desire to approach every client matter with the utmost focus, attention to detail, and high-quality service,” said Rick Hoffman, managing director and co-founder of Lone Peak. “I am proud to say we have been successful in meeting these goals and we will continue in this manner with Marshall & Stevens.”

The two acquisitions will further expand Marshall & Stevens’ practices in financial valuation and dispute resolution & expert witness.

Founded in 1932, the firm provides independent valuations, transaction opinions, and dispute resolutions services to business owners, management, boards, investors, and trusted advisors.

Marshall & Stevens has more than 100 employees, according to LinkedIn, and eight offices across the United States.