LOS ANGELES, Nov. 11, 2026 /PRNewswire/ — Leading independent valuation advisory, litigation support, and transaction advisory firm Marshall & Stevens, a Coalesce Capital portfolio company, today announced that it has acquired Baumann Moreau, Inc. (“Baumann Moreau” or the “Company”), a leading provider of business valuation services.

Baumann Moreau, headquartered in Tampa, FL, provides a full suite of forensic accounting and expert witness litigation services for civil, commercial, and family litigation matters, as well as business valuation services. Founded in 2007, the Company has a longstanding history of providing highly technical expertise to clients across a broad range of industries.

The acquisition of Baumann Moreau expands Marshall & Stevens’ litigation support practice to a highly attractive Florida market and adds valuable referral channels and relationships to drive growth across complementary valuation service lines.

Nishen Radia, CEO of Marshall & Stevens, said: “Litigation support is a strategically important practice for Marshall & Stevens, showcasing our expertise-led value proposition and leveraging our valuation capabilities across our platform. The acquisition of Baumann Moreau solidifies our presence in an attractive market, and we are excited to partner with Paul, Leslie, and rest of the Baumann Moreau team.”

“We are excited for this new chapter with Marshall & Stevens, which furthers our commitment to helping clients navigate highly complex situations with clarity and confidence,” said Paul Baumann and Leslie Moreau, Founders of Baumann Moreau. “We believe that there is significant untapped potential with Marshall & Stevens to expand our respective breadth and depth of capabilities. We are excited for this new chapter, which will give us access to a broader range of resources to support clients as their needs evolve and create new opportunities for our team.”

Terms of the transaction were not disclosed.

About Marshall & Stevens
Founded in 1932, Marshall & Stevens has been a leader in the valuation and appraisal industry for nearly a century. The firm provides valuation advisory, transaction consulting, and litigation support services to help clients navigate their most complex financial challenges. Marshall & Stevens serves clients across multiple industries including energy and infrastructure, healthcare, manufacturing, financial services, and real estate. For more information, please visit www.marshall-stevens.com.

About Coalesce Capital 
Coalesce Capital is a private equity firm that partners with entrepreneurs and management teams to build enduring value around differentiated businesses. Coalesce has over $1.8 billion of regulatory assets under management and is dedicated to investing in human capital-driven and technology-enabled services companies. The firm’s growth-oriented investment philosophy centers around its conviction that people are the most important ingredient of value creation. Coalesce leverages its sector expertise, strategic resources and capital to collaborate with management teams to create shared success. For more information, please visit www.coalescecap.com. Follow Coalesce on LinkedIn: @Coalesce.

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Coalesce Capital
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SOURCE Marshall & Stevens