Abacus Finance Group served as Senior Secured Credit Facilities Administrative Agent and Lead Arranger for senior secured credit facilities to support the leveraged buyout of Marshall & Stevens by Pine Tree Equity Partners.

Founded in 1932, Marshall & Stevens is a leading provider of independent valuation and advisory services to middle market companies. Pine Tree Equity, based in Miami, FL, is a private equity firm focused on the investment in and expansion of small capitalization companies.

“We were impressed by the Abacus team’s speed of execution and ease of documentation. They were responsive, flexible, easy to work with, and able to provide certainty of closure early,” said Roberto J. Canto, Pine Tree Equity Managing Director.

“This was our first transaction with Pine Tree, and they were both very efficient to work with and relationship-oriented,” said Tim Clifford, President and CEO of Abacus.  “All in all, I believe they feel they can Count on Us™ given the importance they attach to speed and the certainty of close – two key aspects of our Total Partnership Approach™.” “The Pine Tree team was very thoughtful in its underwriting approach, making it a real pleasure to work with them,” added Eric Petersen, Abacus Managing

Abacus team members involved in the transaction included Eric Petersen and Austin Rendell. Legal counsel was provided to Abacus by Goulston & Storrs, PC.

Founded in 1932, Marshall & Stevens is a leading provider of independent valuation and advisory services to middle market companies, providing multi-disciplinary solutions for independent assessments of corporations, debt and equity instruments, infrastructure, intangible assets, machinery, and real estate. The Company has developed a gold-standard reputation as a trusted valuation and financial advisory firm for businesses globally and has facilitated over $100 billion in transactions ranging from the U.S. valuation of Native-American land rights to NYC’s refinancing in 1974 and the breakup of AT&T in 1979.

Pine Tree Equity, based in Miami, FL, is a private equity firm focused on the investment in and expansion of small capitalization companies – with revenue of $10 million to $50 million – in partnership with management.