Equitable Value was acquired by Marshall & Stevens in October 2024

We’re excited to share that Equitable Value is now Marshall & Stevens. Following our acquisition in 2024, this rebrand marks the next step in our integration into a nationally recognized valuation and advisory firm with more than 90 years of experience. What’s staying the same:  • The same team and trusted client relationships  • The same personalized service and ongoing projects What’s expanding:  • Broader valuation and advisory capabilities  • Access to a larger national platform and resources  We’re proud of this next chapter and excited about what it means for our clients and our team. Learn more at marshall-stevens.com - https://lnkd.in/gtF-2UKE #MarshallAndStevens #RebrandAnnouncement #Valuation #AdvisoryServices

Something new is coming. We’re entering an exciting new chapter—one that builds on the work, relationships, and expertise you know us for, while expanding what we can offer. Stay tuned.  #NextChapter  

Vote For Fernando at https://lnkd.in/gdBHQvnG We’re honored to support Fernando Sosa, ASA MRICS, Managing Director at Marshall & Stevens, in his candidacy for the American Society of Appraisers Machinery & Technical Specialties Governor position. Fernando has dedicated more than a decade of service to the ASA community, contributing through leadership roles in both the Miami and Chicago chapters, as well as national committee involvement. Fernando’s vision for ASA reflects both innovation and respect for the profession’s strong foundation. We’ve had the privilege of seeing his leadership and dedication firsthand, and we are confident he will continue to make a meaningful impact on the ASA community. Please join us in supporting Fernando by casting your vote through the link provided through May 31st. #ASA #Vote #Leadership #ExpertiseInAction #MarshallAndStevens

Marshall & Stevens continues to strengthen its Energy and Infrastructure Valuation practice, with the addition of L Gregory Manos as a Managing Director. Greg is a senior energy industry professional with extensive experience advising Fortune 500 energy companies on transaction-related valuation matters. His expertise includes valuation of assets, businesses, and investments to support: - Fairness and solvency opinions - Pre- and post-transaction valuations for financial reporting - Tax planning and reporting valuations - Portfolio valuations - Structured Finance - Restructuring support - Litigation support Greg’s valuation and financial modeling experience enhances Marshall & Stevens’ ability to advise clients across the energy and infrastructure value chain on complex transaction and reporting needs. Please contact Greg to discuss how he can help support your business goals. #Valuation #EnergyInfrastructure #ExpertiseInAction #MarshallAndStevens

We’re proud to announce the full panel for the 2026 Energy Forum: John Geraghty Yumna Cheema, CFA, I. Bobby Majumder, Ken Malik, Brent Nelson, Ph.D., and Fahad Siddiqui. As energy demand accelerates and policy, capital, and infrastructure dynamics shift in real time, we’re convening a cross-section of leaders for a practitioner-led discussion on what it takes to deliver reliable power and invest with confidence in today’s market. The 2026 Energy Forum: Reliability, Capital Markets, and the New Policy Landscape Date: May 6, 2026 | Time: 10-11:30am PT / 1-2:30pm ET | Virtual event Register now to reserve your seat: https://hubs.la/Q049Vvdm0 Moderated by John Geraghty National Practice Leader, Energy & Infrastructure at Marshall & Stevens. John brings to the discussion more than 40 years of experience in structured finance and project valuation across the energy sector. Yumna Cheema, CFA — Principal, Global Infrastructure Partners (GIP) (a part of BlackRock) Based in New York, Yumna specializes in renewables and utilities investments across the U.S. and Europe. Previously VP in Power & Utilities Investment Banking at Citi, she brings extensive experience in financial analysis and energy infrastructure. I. Bobby Majumder — Partner, Co-Chair of the Energy Industry Team, FBT Gibbons A member of FBT Gibbons’ Board of Directors, Bobby’s practice spans PE and VC formation and investments, M&A, and corporate and securities transactions across oil & gas, coal, and renewables. He brings a legal and regulatory perspective to the panel. Ken Malik — Head of Project Development, Grupo Cobra Ken has nearly two decades of experience delivering multi-billion-dollar projects across solar, wind, storage, battery storage, and clean hydrogen. He specializes in capital project strategy, portfolio optimization, and policy advocacy, bridging technical depth with financial and commercial insight. Brent Nelson, Ph.D. — Senior Managing Director of Markets and Strategy, Ascend Analytics Former Associate Professor and US Department of Energy researcher and development strategist, Brent leads long-term power market forecasting at Ascend Analytics. He brings an analytical perspective to new market dynamics, resource planning, project valuation and strategy, and renewable integration. Fahad Siddiqui — Director, Structured Finance, TotalEnergies With deep expertise in financial modeling, policy and energy analysis, and business planning, Fahad brings the structured finance lens from one of the world’s largest energy companies. Register now: https://hubs.la/Q049Vvdm0 Registered attendees can submit questions in advance to shape the conversation directly.

Energy in 2026 is no longer a cost line or an ESG consideration. It is a constrained strategic infrastructure necessity for the US, and the rules governing how it's financed, developed, and deployed are being rewritten in real time. We're convening a forum to examine what that actually means. The 2026 Energy Forum: Reliability, Capital Markets, and the New Policy Landscape Date: May 6, 2026 | Time: 10-11:30am PT (1-2:30pm ET) | Venue: Zoom Register Now: https://lnkd.in/gbZfByqR This is a moderated panel discussion featuring senior leaders from Marshall & Stevens, Global Infrastructure Partners (GIP), FBT Gibbons, Grupo Cobra, TotalEnergies, and Ascend Analytics. Together, they bring perspectives across private equity, international energy development, data center infrastructure, regulatory policy, and project finance to examine how energy assets are being repriced, restructured, and reallocated right now. Topics on the table: → The reliability-first reset and what it means for solar, storage, gas, and nuclear → Capital reallocation: Where is money actually moving, and why → FEOC compliance and the OBBBA's real implications for projects in development → The data center power crisis and how it's rewriting energy economics Registered attendees can submit questions in advance. The most pressing concerns from the room will help shape the conversation. Built for C-suite, partners, principals, and other decision makers across energy development, investment, and legal advisory. Register Now: https://lnkd.in/gbZfByqR

Transaction advisors rely on Marshall & Stevens. We serve a wide variety of clients and address critical needs—from challenging situations, to tax filings, mergers and acquisitions, and financial reporting. The rewards for great work include knowledge of a job well done, loyal clients, and public recognition. Thank you to The M&A Advisor for recognizing Marshall & Stevens as Valuation Firm of the Year, for the second year running. Call Marshall & Stevens for expert help with your valuation needs. For the full press release visit https://hubs.la/Q046f6dV0 #MAAdvisor #distessedinvesting #Valuation #marshallandstevens #marshallstevens #TransactionAdvisory #financialreporting #manda

It's wonderful to have Marshall & Stevens as a NETWORKING SPONSOR of the SPAC Conference John Agogliati Jonathan Adelson Simon Koo, CFA