Holland & Knight Advises Marshall & Stevens in Majority Recapitalization by Coalesce Capital
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.
Recently recognized as the Private Equity Law Firm of the Year by the Global M&A Network and M&A Law Firm of the Year by The M&A Advisor, Holland & Knight regularly ranks among the leading M&A and private equity law firms in reputable, benchmarking league tables published by Bloomberg, LSEG, Mergermarket, PitchBook and The Deal. Through the HK Deal Flow℠ program, Holland & Knight facilitates deal leads for clients and prospective clients by matching acquisition or capital raising opportunities with buyers and investors.