Fundz

Marshall & Stevens completes acquisition of Rocky Mountain Advisory, LLC to enhance dispute resolution services

PRIVATEMar 26, 2024

Acquiring Company

Marshall & Stevens Incorporated

Acquired Company

Rocky Mountain Advisory

Salt Lake CityConsultingLegalIntellectual PropertyConsultingLegalIntellectual Property

Description

Marshall & Stevens, a premier national independent valuation consulting firm, is excited to announce the acquisition of Rocky Mountain Advisory, LLC (RMA), a respected forensic accounting and litigation support company headquartered in Salt Lake City, Utah. Through this acquisition, Marshall & Stevens expands its platform of services to provide more comprehensive dispute resolution and expert witness consulting, enhancing its capabilities to serve clients' needs.

Quick answer

Marshall & Stevens Incorporated is acquiring Rocky Mountain Advisory, announced March 26, 2024.

How much did Marshall & Stevens Incorporated pay for Rocky Mountain Advisory?
The deal value was not disclosed.
What does Marshall & Stevens Incorporated do?
Founded in 1932, Marshall & Stevens provides independent Fairness Opinions, Solvency Opinions, and valuation analyses to public and private companies.
Where are Marshall & Stevens Incorporated and Rocky Mountain Advisory based?
Rocky Mountain Advisory is based in Salt Lake City, Utah, United States.

Source: Fundz verified event record.

Other recent acquisitions in Consulting and Legal

Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.

Who to call at Marshall & Stevens Incorporated, and when

When Marshall & Stevens Incorporated changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day Marshall & Stevens Incorporated raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Marshall & Stevens Incorporated, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Marshall & Stevens Incorporated. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Marshall & Stevens Incorporated

About

Founded in 1932, Marshall & Stevens provides independent Fairness Opinions, Solvency Opinions, and valuation analyses to public and private companies. Our professionals assist company management, investors, and boards with the valuation of their investments in businesses, intangible assets, machinery & equipment, and real estate for buy/sell consideration, financing/recapitalization, financial reporting, tax planning and reporting, insurance placement, and dispute.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Marshall & Stevens Incorporated makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Predictive Intelligence
Strategic

ML-powered predictions for Marshall & Stevens Incorporated's next move

Learn about Strategic plan

Frequently asked

Who acquired Rocky Mountain Advisory?

Rocky Mountain Advisory was acquired by Marshall & Stevens Incorporated. The deal was reported on March 26, 2024. Founded in 1932, Marshall & Stevens provides independent Fairness Opinions, Solvency Opinions, and valuation analyses to public and private companies. Marshall & Stevens Incorporated is privately held and operates in Consulting.

When did Marshall & Stevens Incorporated acquire Rocky Mountain Advisory?

Marshall & Stevens Incorporated's acquisition of Rocky Mountain Advisory was reported on March 26, 2024. Marshall & Stevens, a premier national independent valuation consulting firm, is excited to announce the acquisition of Rocky Mountain Advisory, LLC (RMA), a respected forensic accounting and litigation support company headquartered in Salt Lake City, Utah. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Rocky Mountain Advisory do?

Rocky Mountain Advisory, LLC (RMA) is a respected forensic accounting and litigation support company headquartered in Salt Lake City, Utah. It is privately held, operating in Consulting, and is based in Salt Lake City.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.