MIAMI (January 9, 2026) – Holland & Knight advised Marshall & Stevens, a leading provider of independent valuation and advisory services to middle-market companies and a portfolio company of Pine Tree Equity Partners, in connection with a majority recapitalization by Coalesce Capital, a private equity firm. The transaction was announced on January 6.
Coalesce will support Marshall & Stevens' continued growth through investments in talent development, technology and strategic acquisitions to further expand its service capabilities.
Headquartered in Los Angeles, California, Marshall & Stevens provides valuation advisory, transaction consulting and litigation support services to help clients navigate their financial challenges.
Holland & Knight Partners David Barkus, Deryk Loiacono and Tal Hacohen (M&A) led the Firm's representation of Marshall & Stevens. They were assisted by Associates Matthew Zawislinski and Travis Michaud (M&A); Partner Lindsay Murphy and Associate Rachel Long (Executive Compensation & Benefits); and Partner Christopher Marotta and Associate Jackson Oliver (Tax).
In 2022, Holland & Knight represented Pine Tree Equity Partners, a private equity firm, in its recapitalization of Marshall & Stevens and subsequently assisted Marshall & Stevens in growing its platform through nine add-on acquisitions before the successful sale to Coalesce Capital.
More information on the transaction can be found here.