Marshall & Stevens majority recapitalization

Coalesce announced its majority recapitalization of Marshall & Stevens, an independent valuation, litigation-support and transaction-advisory firm. The transaction closed in December 2025; January 6, 2026 is the announcement date. Management retained a meaningful stake. Coalesce planned investments in talent, technology and strategic acquisitions. Ropes & Gray and Stifel advised Coalesce. Financial terms and an exact December closing day were not disclosed.