Second Quarter 2015 Asset Management Industry Newsletter Available

Mercer Capital’s Asset Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more. Segments covered are mutual fund companies (1st quarter), traditional asset mangers (2nd quarter), alternative asset managers (3rd quarter), and trust banks (4th quarter).

Bank Watch August 2015

The August 2015 issue of Bank Watch is available, which features the article “Strategic Planning for Community Banks on the Mend” written by Jay Wilson.

Mercer Presenting Webinar for ABA

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present with Edward F Koren, Partner of Holland & Knight, the webinar “Unlocking Private Company Wealth” for the American Bar Association’s Section of Real Property, Trust and Estate Law on September 1, 2015.

Mercer Capital Launches RIA Valuation Insights Blog

Mercer Capital is pleased to introduce the RIA Valuation Insights Blog, a weekly update on issues important to the Asset Management Industry curated by our Asset Management professionals.

Lee Presenting BVR Webinar on Alcohol Distributors

Timothy R. Lee, ASA, Managing Director of Mercer Capital, will present the webinar “Valuing Beer, Wine, and Alcohol Distributors” for Business Valuation Resources on August 27, 2015.

Available: FinTech Industry Newsletter Second 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 industry articles of interest.

Don and Bryce Erickson Presenting to Fort Worth Tax Institute

Donald Erickson, ASA, Managing Director of Mercer Capital, and Bryce Erickson, ASA, MRICS, Senior Vice President, will present “Valuation of Assets and Companies for Sale or Divorce: Oil and Gas Examples” for the the Fort Worth Tax Institute on August 7, 2015. Grant M. Farrell, ASA, CPA/ABV, CFF, Vice President, will be attending also and Mercer Capital will be exhibiting.

Mercer Presenting Webinar for M&A Source

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present the webinar “Unlocking Private Company Wealth: A Tutorial for Business Advisers” for the M&A Source on August 5, 2015.

Available: July 2015 Bank Watch

The July 2015 issue of Bank Watch is available now, which features the article “Small Bank Holding Companies: Regulatory Update & Key Considerations” written by Mary Grace McQuiston.

Erickson Partners Merges with Mercer Capital

Mercer Capital, a national business valuation and financial advisory firm specializing in Corporate Valuation, Litigation Support, Financial Reporting Valuation, and Transaction Advisory Consulting, and Erickson Partners, Inc., a Texas-based Valuation and Litigation Support firm, announce their merger effective July 1, 2015.

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.