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Coalesce-backed Marshall & Stevens buys Tampa valuation firm Baumann Moreau

Valuation and litigation support services

Deal radar: Coalesce-backed Marshall & Stevens buys Tampa valuation firm Baumann Moreau

Marshall & Stevens, a Coalesce Capital portfolio company, has acquired Baumann Moreau, a Tampa forensic accounting, litigation support and business valuation firm founded in 2007.

News: A PE-backed valuation platform buys a founder-led professional services firm to enter a new state.

Why it matters: The deal adds a Florida litigation support practice and referral relationships for Marshall & Stevens' valuation work.

Radar: Watch for more regional valuation and forensic accounting firms joining PE-backed platforms. Deal value was not disclosed.

People involved

A name here does not mean that person signed the purchase agreement.

Source: Marshall & Stevens (PR Newswire), 11/11/2026.

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