Katzen Marshall Overview

  • Service
  • Financing Advisory
  • Founded
  • 1995
  • Employees
  • 11

Katzen Marshall General Information


Katzen Marshall is a business valuation firm offering services in the areas of estate and gift tax, employee stock ownership plans, financial accounting, litigation support, martial dissolution, mergers and acquisitions, fairness opinions, solvency options, intangible asset valuations, divestitures, leveraged buyouts, going-private transactions, recapitalizations and bankruptcy. The firm caters to a wide range of industries including aircraft, construction, banking, energy, entertainment, oil and gas, retail, software. technology and telecommunications.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 14800 Quorum Drive
  • Suite 450
  • Dallas, TX 75254
  • United States
+1 (972) 000-0000
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Katzen Marshall Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Katzen Marshall Team (6)

Name Title Deals Office Contact
David Katzen Co-Founder, Principal & Owner Dallas, TX
David Marshall Co-Founder, Principal & Vice President Dallas, TX
Robert Derse Senior Appraiser Dallas, TX
Rod Beevers Senior Business Appraiser Dallas, TX
P.Christopher Weir Manager Dallas, TX
You’re viewing 5 of 6 team members. Get the full list »