Cross-Border Valuations Marshall & Stevens already supports domestic and international transactions and maintains collaborative relationships with international entities. This presents a sales opportunity to formalize cross-border valuation services, including independent fairness and solvency opinions for multinational M&A, restructurings, and cross-border disputes, targeting law firms, banks, private equity funds, and multinational corporations.

Litigation Support Expansion With a team of investigative accounting, damages calculation, and litigation specialists, the firm is positioned to expand dispute-related services. Target more law firms and corporate legal departments with end-to-end litigation support, including expert valuations, damages scenarios, and e-discovery enabled analysis across jurisdictions.

Energy Sector Focus Recent partnerships with NgenX Energy and Wind Repowering insights establish credibility in energy transition and data center powered strategies. Sales opportunities exist to provide asset valuations, project finance assessments, and strategic advisory for energy developers, data center operators, and renewable projects through strategic insights and co-branded research.

Leadership Growth A new Global Chief Operating Officer signals scale and process optimization needs. Offer services around valuation workflow automation, governance frameworks, and operational consulting to improve efficiency, consistency, and turnaround times for large client engagements, appealing to buyers of advisory services in financial and corporate settings.

Referral Network Growth Most engagements come through lawyers, accountants, wealth managers, and financing sources. There is an opportunity to expand these referral relationships with co-branded events, CE-accredited content, and targeted outreach in estates planning and corporate finance, while offering bundled valuation, solvency, and fairness opinion services to solidify preferred partner status.