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Established in 1932, Marshall & Stevens is a recognized leader in valuation, serving business owners, managers, boards and trusted advisors throughout the world. We assist our clients with planning, due diligence, negotiation and reporting issues related to their mergers, acquisitions, divestitures, financings, insurance placement and tax related transactions. Our in-house specialists provide a full complement of valuation-related services, from transaction advisory and opinion letters to the valuation of businesses and business assets, both tangible and intangible. The Financial Institutions Group (“FIG”) of Marshall & Stevens counts many of the largest financial institutions in the United States as clients. We have deep transactional and advisory expertise in the following areas: • Depository Institutions - M&S FIG professionals have experience running banks, serving as directors of banks, advising banks on mergers and acquisitions, raising capital for banks and providing valuation services for banks and bank loan portfolios. • Specialty Finance Companies - M&S FIG professionals have provided many of the same services to non-bank lenders and investors including Mortgage and Property REIT’s, Business Development Companies, Pay Day lenders, Credit Card monolines and Financial Technology companies. • Asset Managers - Members of the M&S FIG team serve on the boards of private equity firms, have worked at hedge funds and advised various fund managers and institutional investors on transactional and capital markets matters. • FDIC - Marshall & Stevens has been entrusted with the valuation of bank owned assets related to over 50 FDIC assisted institution sales since June 2009. To date, our staff has listed and valued assets at over 1,100 branch and administrative locations in 17 US states and Canada covering over 8.7 million square feet.

FINANCIAL INSTITUTIONS SERVICES Mergers & Acquisitions Advisory Capital Raising Fairness and Solvency Opinions Loan Portfolio Valuation Corporate and ESOP Valuations Real Estate and Equipment Valuations Goodwill and Asset Impairment Testing FDIC Assisted Transaction Advisory and Valuation Services







Financial Institutions Group