Marshall & Stevens has acquired Tampa-based Baumann Moreau, expanding its Florida presence and adding forensic accounting, business valuation and expert witness capabilities to its litigation support practice.
Founded in 2007, Baumann Moreau serves clients involved in civil, commercial and family litigation. Its work combines financial analysis with expert testimony and business valuation services across multiple industries.
The acquisition brings additional client relationships and referral channels to Marshall & Stevens, which intends to develop opportunities across complementary valuation services.
Marshall & Stevens CEO Nishen Radia identified litigation support as a strategic practice that draws on the firm’s broader valuation expertise. The transaction adds a team with experience handling technically complex financial matters in a market the company has targeted for expansion.
Baumann Moreau founders Paul Baumann and Leslie Moreau said the combination would provide access to more resources and create opportunities to broaden the services available to clients.
The acquisition connects their litigation-focused practice with a larger advisory organization serving businesses across energy and infrastructure, healthcare, manufacturing, financial services and real estate.
Founded in 1932, Marshall & Stevens provides valuation advisory, transaction consulting and litigation support. Its services address financial questions arising in transactions, disputes and other complex business situations.
The firm is a portfolio company of Coalesce Capital, a private equity investor focused on human capital-driven and technology-enabled services businesses.
Coalesce has more than $1.8 billion in regulatory assets under management and works with management teams on growth and operational development.
For Marshall & Stevens, the Baumann Moreau transaction extends both its geographic reach and its ability to support disputes requiring financial expertise. It also creates connections between the acquired team’s litigation relationships and the broader platform’s valuation and transaction advisory resources.
KEY QUOTES:
“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.”
Nishen Radia, CEO Of Marshall & Stevens
“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. 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.”
Paul Baumann And Leslie Moreau, Founders Of Baumann Moreau
