Available: June 2015 Bank Watch

The June 2015 issue of Bank Watch is available now, which features the article “Using Employee Stock Ownership Plans: Helping Community Banks with Strategic Issues” written by Jay D. Wilson, Jr., CFA, ASA, CBA, and Madeleine G. Davis. In our view, Employee … Continued

New Issue of Mercer Capital’s Value Matters™ Available Now

The newest issue of Value Matters™, Mercer Capital’s newsletter addressing gift and estate tax, ESOP, buy-sell agreement, and transaction advisory topics of interest to estate planners and other professional advisors to business, has been published with articles Managing Private Company Wealth is a Big Deal and Noncompete Agreements for Section 280G Compliance.

Mercer Presenting to Exit Planning Institute St. Louis Chapter

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Unlocking Private Company Wealth”  to the Exit Planning Institute St. Louis Chapter and their clients on June 22, 2015. During the presentation, Mercer will discuss concepts from his newest book, … Continued

Available: Animal Health Industry Newsletter Q2 2015

Mercer Capital’s Value Focus: Animal Health Industry Newsletter is a quarterly publication providing perspective on valuation issues pertinent to animal health professionals. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more. This issue includes a discussion on … Continued

Available: Agribusiness First Quarter 2015

Mercer Capital’s Agribusiness Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to agribusiness professionals. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more. This issue includes discussion on Agriculture Machinery, Equipment & … Continued

Available: Equipment Dealer Newsletter Year-End 2014

Mercer Capital’s Equipment Dealer Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Equipment Dealer professionals. The Equipment Dealer Industry newsletter highlights the following segments: agriculture equipment dealers, construction equipment dealers, and materials equipment dealers. Each issue … Continued

Available: May 2015 Bank Watch

The May 2015 issue of Bank Watch is available now, which features the article “Community Bank Focus: How to Combat the Margin Blues?” written by Jay D. Wilson, Jr., CFA, ASA, CBA, and Atticus L. Frank. Following the Great Recession, significant attention has … Continued

Mercer Presenting at New York State Society of CPAs

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Unlocking Private Company Wealth” and contribute to a panel discussion on Statutory Fair Value at the Business Valuation Conference sponsored by the New York State Society of CPAs … Continued

New Newsletter Available | Portfolio Valuation: Private Equity Marks and Trends First Quarter 2015

For private equity fund sponsors, reasonable, defensible, and timely fair value marks for portfolio investments are increasingly demanded by existing and prospective investors, auditors, and regulators. In this, our inaugural issue of Portfolio Valuation, we will provide a brief digest and commentary of some of the most relevant market trends influencing the fair value regarding private equity portfolio investments.

Available: Q1 2015 Business Development Companies Industry Newsletter

This is the final issue of Value Focus: Business Development Companies; it has been absorbed by Portfolio Valuation: Private Equity Marks and Trends. Archives of the newsletter Value Focus: Business Development Companies can be found here. Business development companies are an important and growing source … Continued

Available: FinTech Industry Newsletter First Quarter 2015

Each quarter, Mercer Capital’s FinTech Industry newsletter provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and articles of interest. This issue features a venture capital case on Coinbase and articles focusing on Equity Compensation.

Mercer to Interview on Hood’s “Exit Planning Show”

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will interview with Norman Hood on “The Exit Planning Show” about “Unlocking Private Company Wealth” on May 4, 2015. During the interview, Mercer will discuss concepts from his newest book, Unlocking … Continued

Mercer Interviewed in NACVA’s Around the Valuation World

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, interviewed with Greg Caruso, Esq., CPA, CVA, Partner of Harvard Business Advisors, as part of NACVA’s Around the Valuation World® continuing education series about “Unlocking Private Company Wealth” on April … Continued

Available: April 2015 Bank Watch

The April 2015 issue of Bank Watch is available now, which features the article “Increasing The Capital Cap For Small Banks: Regulation A+” written by Madeleine Harrigan.  On March 25, 2015, the SEC issued its final ruling amending Regulation A, an existing … Continued

Available: Energy Industry Newsletter Q1 2015

Mercer Capital’s Value Focus: Energy is a quarterly publication providing perspective on valuation issues pertinent to energy industry professionals. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more. This newsletter focuses on the following industry segments: exploration and production, … Continued

Mercer Presenting at Mass Mutual 2015 Family Business Summit

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Unlocking Private Company Wealth” at the Mass Mutual 2015 Family Business Summit in Las Vegas on April 25, 2015. It is important for business advisers to understand how … Continued

Mercer Presenting at ASA Philadelphia Chapter

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Unlocking Private Company Wealth” at the American Society of Appraisers Philadelphia Chapter Spring Business Valuation Seminar on April 24, 2015. It is important for business advisers to understand how to talk … Continued

Available: Convenience Store Industry Newsletter Q1 2015

Mercer Capital’s Convenience Store Industry newsletter is a quarterly publication. Each issue includes a segment focus (motor fuels, grocery stores, alternative fuels and consumer transportation and food services). Also included in every issue is a market overview, a review of … Continued

Available: Healthcare Facilities Industry Newsletter Year-End 2014

Mercer Capital’s Value Focus: Healthcare Facilities Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Healthcare Facilities professionals. The Healthcare Facilities newsletter highlights the following segments: acute care hospitals, assisted living facilities, emergency services, home care and hospice, long-term … Continued