Marshall & Stevens bolsters SBA valuation services with Reliant acquisition

Marshall & Stevens, Incorporated, a leading independent valuation and dispute consulting firm, announced the strategic acquisition of Reliant Business Valuation and Reliant Equipment Appraisals, collectively known as “Reliant.” This acquisition marks the fourth valuation consulting firm acquisition by Marshall & Stevens, showcasing a significant expansion in their valuation service offerings, especially for Small Business Association (SBA) related valuations and appraisals. Reliant, headquartered outside Princeton, New Jersey, has become a respected source in the SBA valuation domain since its establishment in 2009.

With this acquisition, Marshall & Stevens aims to deepen its service capabilities for financial institutions, particularly those involved with SBA loans. Reliant’s expertise in business and equipment appraisals compliant with SBA 7(a) loan requirements will complement Marshall & Stevens’ broad portfolio, which includes commercial real estate, special purpose property, intangible assets, and equipment valuations. “Financial institutions around the globe rely on Marshall & Stevens for the independent analyses, opinions, and information they require to make critical financing decisions. The addition of Reliant means we can now better serve the SBA division of these banks,” stated Mark Santarsiero, President and CEO of Marshall & Stevens.

The alignment of goals between the two companies is evident in their shared emphasis on providing high-quality, compliant valuation services. Robert Vafiadou, CVA, Director at Reliant Business Valuation, expressed enthusiasm about the merger: “We receive requests for commercial real estate appraisals, litigation support, and with complex estate and gift tax reporting analyses. Now, we can help all those clients even more effectively.”

Marshall & Stevens has been on an acquisition spree, having previously acquired Rocky Mountain Advisory, Lone Peak Valuation Group, and Value Consulting Group. These acquisitions have brought in expertise across various facets of valuation including investigative accounting, bankruptcy, and restructuring consulting. The addition of Reliant enhances Marshall & Stevens’ capabilities specifically in the SBA valuation arena, a critical area for many financial institutions.

The consolidation in the valuation services sector reflects a broader trend where firms expand their competencies through strategic acquisitions. For Marshall & Stevens, acquiring Reliant not only broadens its service offerings but also strengthens its position as a comprehensive provider in a competitive market, enhancing its appeal to a broader client base including larger financial institutions and national franchise enterprises.