About Us
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CPA-level financial rigor with investment banking strategy
— About
With a background in investment banking and CPA-level financial analysis, Marshall Equity helps business owners from Lexington to Louisville and throughout the Commonwealth understand how buyers will see their company, long before a transaction begins.
Angela Marshall, CPA, MBA, CCIM
Founder & Managing Partner
Angela Marshall founded Marshall Equity Solutions on the principle that understanding the value of a business is only the beginning. Navigating a transaction requires the ability to anticipate challenges, evaluate alternatives, structure agreements, and negotiate effectively.
Angela brings experience from both sides of the table. As the founder and former leader of the investment banking division of MCM CPAs & Advisors, she has advised clients through complex mergers and acquisitions, including transaction preparation, buyer identification, financial analysis, deal structuring, negotiations, and execution.
Her experience extends beyond investment banking. Angela developed and taught the business valuation curriculum at the University of Kentucky and has extensive experience in corporate finance, strategic planning, and commercial real estate investment.
As an entrepreneur and owner of a real estate investment company, she understands that transaction decisions involve more than financial calculations. They involve balancing risk, opportunity, timing, and the owner’s personal and financial objectives.
Today, Angela works with business owners and management teams considering acquisitions, divestitures, ownership transitions, recapitalizations, and other strategic alternatives. Her focus is helping clients understand value, anticipate transaction challenges, and negotiate terms that align with their objectives.
- M.B.A., University of Kentucky
- B.S., Western Kentucky University
- Certified Public Accountant (CPA)
- FINRA Licenses: Series 79 and 63
- Certified Investment Management Member (CCIM) Designee
— How We Work
Marshall Equity Solutions’ (“MES”) unique positioning as a boutique transaction advisory services firm supplemented with the
support of regional partners provides clients with a comprehensive transaction lifecycle solution
Bringing years of deal-making experience to the table, with numerous successful transactions completed on behalf of their extensive and diverse client base, MES has partnerships with regional tax, strategy, human resource and legal experts unlocks significant bench strength and reach, while maintaining a highly dedicated and senior transaction team within the MES footprint.
MES is committed to providing personalized, senior banker, attention to each client and their strategic opportunities, providing independent advice as trusted advisors and enables management teams to remain focused on core operations while successfully navigating a robust sell-side process.
The MES team provides comprehensive M&A and Corporate Finance services that span across a diverse field of industries and transactions.
Services include:
- Full lifecycle sell-side M&A services;
- Augmented Corporate Development supporting buy-side M&A strategies;
- Growth equity financing, restructuring, divestitures, and management buy-out services;
- Strategic advisory to support corporate growth and financing decision making;