m&s dispute litigation services brochure · § dispute resolution advisory services § personal...
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Dispute/LitigationServices
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WhoWeAreMarshall & Stevens is a recognized leader in valuation and litigationsupport.We assist our clients with planning, due diligence, negotiationand reporting issues related to financings, mergers, acquisitions,divestitures, restructurings, insurance placement and tax-relatedtransactions. Our in-house specialists provide a full portfolio ofvaluation-related services, including transaction advisory formachinery & equipment, facilities, real estate, businesses andintangible assets, and debt and equity instruments.
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OverviewMarshall & Stevens has been in the financial advisory and valuationbusiness for more than 75 years. Our team is comprised of seasonedvaluation, banking and legal professionals - experts who speak thelanguage of the clients we serve; who grasp the nature, subtleties anddynamics of the engagement; and who understand the uniqueconcerns of our client base.
We take great pride in our people, our independence and our ability toremain on the cutting edge of issues affecting our clients. Since 1932our professionals have been providing critical valuation services to ourclients. We recognize the importance of your decision making. Withmultiple offices throughout the United States, Marshall & Stevens hasthe ability to quickly assemble teams to satisfy client needs.
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Dispute/LitigationServicesThe Dispute/Litigation Services provides objective and independentsupport for various litigation matters in state and federal courts,arbitration hearings, and before administrative and regulatory bodies.
Our unbiased and thorough litigation support services includes documentreview, financial analysis, formal written opinions, expert witnesstestimony, and evaluating the exhibits and testimony of other experts.
We work with litigators and other legal professionals and advisors toassist in inoculation against an undesirable outcome.
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§ Pre-transactionduediligence
§ Post-transactionaldisputes
§ Shareholderdisputes
§ Reasonablenessassessment
§ Earn-outdisputes
§ Securitiesdisputes
§ Fairnessandsolvencyopinions
§ ESOP,DOLandERISAlitigationsupport
Services
§ Expertwitnesstestimony
§ Maritaldissolution
§ Disputeresolutionadvisoryservices
§ Personalandcelebritygoodwillassessment
§ Appraisalreview
§ Rebuttaladvisory
§ Collaborativeconsultationwithopposingexperts
TaxationMatters
§ Theftoftradesecrets
§ IPviolation
§ Licensing,patent,copyrightandtrademarkinfringement
§ Goodwillimpairmenttesting
§ Shareholderandpartnershipdissention
§ Shareholderoppression
§ Buy-sellagreementdisputes
§ Breachoffiduciaryduty
§ Breachofcontract
§ Businessinterruption
§ Bankruptcy&solvencymatters
§ Insuranceclaimdisputes
§ Lostprofitsanalysisanddisputes
§ Fraudulentconveyance
§ Incometaxlitigation
§ Estateandgifttaxlitigationmatters
§ Propertytaxappeals
§ AdValoremtaxdisputes
BusinessMattersFamilyLawMattersTransactionalMatters IntellectualPropertyMatters
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OurExpertise
We have experience in multiple industries, for various litigation matters,and for companies of all types of formation and size.
We pride ourselves in being recognized by clients and other professionalsas a premier financial opinion and valuation advisory firm. This is due, inno small part, to a competent, capable staff of extraordinary dimensionand expertise.
We are committed to providing innovative and highly specialized servicesto our clients, while maintaining the highest industry standards.
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OurExpertise
We excel with expert witness and litigation support services. OurDispute/Litigation Services is part of our larger Financial Valuation Group.We are skilled in valuation discount analysis and application, and theutilization of sound, recognized valuation methodology to provide clientsthe most successful outcome.
Litigation support must not only include knowledge of court roomproceedings, but specific knowledge regarding the subject company’sindustry. Our experience encompasses companies spanning over 900NAICS code, including manufacturing and fabrication, construction,wholesale/retail, professional services, and transportation. This enablesus to provide our clients with sophisticated, credible support services.
Our staff strives to maintain the highest level of technical expertisethrough a broad spectrum of internal and external training and interactiveclient assignments. Our seasoned professionals possess broad knowledgeand expertise honed by years of experience in dealing with issues facingcompanies and shareholders.
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OurTalent
Our talent spans nationwide, from the West to East Coasts. We havebrought together an elite team of financial analysts to provide our clientsthe most value for their money.
We invest in our employees to continually enhance their skill sets.Although the core of valuation analyses has remained relativelyunchanged over time, the unique nuances of theory have not. It is anever-growing and developing industry.
Our investment becomes your benefit, and as such our analysts arerequested to be authors and speakers on valuation matters, as well asparticipants on regulatory committees in appraisal and relatedprofessional organizations.
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OurTalentOuranalystsarecredentialedthroughoneormoreoftherecognizedappraisalorganizations,withsomenominatedandservingonvariouscommitteesfortheeducationalandethicalexcellenceofboththeappraisalprofessionandLitigationindustry,including:
§ AmericanInstituteofCertifiedPublicAccountants(AICPA)
§ AmericanSocietyofAppraisers(ASA)
§ CFAInstitute(CFA)
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Marshall & Stevens has a diverse client base emanating from our rich history valuing properties for a range ofpurposes. We serve large Fortune 500 Companies and we serve individual investors, and no assignment is too small.We value your business, and we vow to work diligently on your behalf to earn your satisfaction.
Wehonortheconfidentialnatureofourclientrelationships,andwehonorclientconfidentialityasoneofourgreatstrengths.Inthatspirit,belowwelistthetypesofclientsthatwedobusinesswith,withoutdivulgingtheirnames.
§ Accountants § FundManagers § PensionFunds § RealEstatePartnerships
§ AssetManagementFirms § HardMoneyLenders § PharmaceuticalCompanies § RetailCompanies
§ Attorneys § HealthCareCompanies § PortfolioLenders § SolarCompanies
§ CMBSLenders § HedgeFunds § PrivateEquityFirms § TechnologyCompanies
§ CommercialBanks § IndustrialConcerns § Railroads § TelecommunicationCompanies
§ Corporations § InsuranceCompanies § RealEstateDevelopers § TransportationCompanies
§ CreditUnions § InvestmentBanks § RealEstateInvestmentTrusts § Trust&EstateGroups
§ EstatePlanners § MediaCompanies § RealEstateInvestors § UtilityCompanies
§ FinancialInstitutions § MortgageBanks § RealEstateOwners § WarehouseLenders
OurClients
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Formoreinformationpleasecontactus.
Contactus
Managing Director and Principal601 South Figueroa Street, Suite 2301Los Angeles, CA 90017
G.ChristopherLouis,ASA,MAI
Director125 South Wacker Drive, Suite 850Chicago, IL 60606
312.223.8477, ext. 1920 [email protected]
ErinD.Hollis,ASA,CDBV
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