M&A Deal Summary

Marshall & Stevens Acquires Rocky Mountain Advisory

On March 26, 2024, Marshall & Stevens acquired business services company Rocky Mountain Advisory

Acquisition Highlights
  • This is Marshall & Stevens’ 1st transaction in the Business Services sector.
  • This is Marshall & Stevens’ 1st transaction in the United States.
  • This is Marshall & Stevens’ 1st transaction in Utah.

M&A Deal Summary
Date 2024-03-26
Target Rocky Mountain Advisory
Sector Business Services
Buyer(s) Marshall & Stevens
Deal Type Add-on Acquisition

Target

Rocky Mountain Advisory

Salt Lake, Utah, United States
website
Rocky Mountain Advisory is a forensic accounting and litigation support company that provides expert testimony investigating Ponzi schemes, securities, corporate fraud, distressed company workouts, partnership disputes, economic damages, and the like. Rocky Mountain Advisory is based in Salt Lake City, Utah.

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Buyer(S) 1

Buyer

Marshall & Stevens

Los Angeles, California, United States

website

Category Company
Founded 1932
Sector Business Services
DESCRIPTION

Marshall & Stevens is a national independent valuation consulting firm that works with business owners, management, boards, investors, and trusted advisors to provide independent valuations, transaction opinions, and dispute resolution services. Marshall & Stevens was founded in 1932 and is based in Los Angeles, California.

DEAL STATS #
Overall 1 of 3
Sector (Business Services) 1 of 3
Type (Add-on Acquisition) 1 of 3
State (Utah) 1 of 2
Country (United States) 1 of 3
Year (2024) 1 of 3
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-04-03 Lone Peak

Cottonwood Heights, Utah, United States

Lone Peak is a valuation, forensic accounting, and litigation support firm that provides independent valuations of business enterprises and intangible assets, forensic accounting, and other litigation services including damages calculations and expert witness testimony. Lone Peak is based in Cottonwood Heights, Utah.

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