Strategic Acquisition Reliant was acquired by Marshall & Stevens in March 2023 and sits within a growing portfolio of valuation and advisory brands. This suggests potential cross-sell opportunities to a broader client base and portfolio companies seeking valuation and advisory services across multiple entities.

SBA Valuation Leader Specialization as the nation’s most comprehensive provider of SBA related business and equipment appraisals positions Reliant as a trusted partner for lenders and small businesses navigating SBA financing. Target lenders and SBA-focused funds for streamlined valuation support and bundled services.

Midmarket Focus Revenue range of $10M-$25M and a team size typical of boutique valuation firms indicates an opportunity to upsell enhanced appraisal services, equipment valuations, and advisory packages to midmarket clients seeking scalable valuation expertise.

Tech-enabled Outreach Active use of CRM and marketing tech (HubSpot, Mailchimp, Constant Contact, WordPress, Shopify) provides a foundation for targeted digital outreach and content-driven nurture campaigns. Propose partnerships around marketing collateral, lender-focused seminars, and co-branded thought leadership to expand reach.

Valuation Ecosystem Fit Recent expansion history within the valuation ecosystem and sister firms suggests opportunities for cross-sell services such as equipment appraisals, business valuations, and advisory to existing lenders and borrowers in Reliant’s network. Develop joint offerings and referral agreements with allied firms.