Partner, Boston Office
John Marshall is a partner in the Boston office of Bay Valuation Advisors, LLC. Mr. Marshall has provided valuation services to leading financial services companies around the world. With over 20 years of experience, Mr. Marshall specializes in helping investment managers with their most important and complex valuation issues, from mergers and acquisitions and owner/employee equity, to valuing their portfolio investments and advising on valuation policies and procedures. He performs valuations for financial reporting and tax purposes, as well as for strategic planning and in a litigation support role. He has valued businesses and business interests, ranging from private equity and debt, to the most complex securities, as well as intangible assets including patented technology and know-how, trademarks and other brand related intangibles, investment management contracts, including associated carried interest/performance fee rights, client relationships, and non-compete agreements.
Prior to joining BVA, Mr. Marshall was a managing director in the business valuation practice of Deloitte Transactions and Business Analytics, LLP, serving as the leader for investment management industry valuations. During his 13 year career at Deloitte, Mr. Marshall provided services to many of the world’s largest investment management companies in connection with some of their most critical projects. Before joining Deloitte, John was a manager in the valuation practice of another “Big-Four” firm, and prior to that worked in a boutique valuation and litigation consulting firm.
AB, Government, with a minor in German, Dartmouth College
John is married and lives in Boston, Massachusetts.