Value Focus: FinTech Fourth Quarter 2015 Now Available

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.

Parris Featured in “Ask the Experts”

Lucas Parris, CFA, ASA, was recently featured in the Business Valuation Update newsletter published by Business Valuation Resources. This section highlights Lucas’ insurance expertise in conjunction with the webinar he presented, “Valuing Insurance Agencies.”

Webinar February 24: Key Provisions in M&A Agreements

This webinar is presented by Financial Poise™ on February 24th (11:00 – 12:0pm Central) and features panelists from Mercer Capital, Hoge Fenton, Jones Day, Versa Capital Management, LLC, and Jaspan Schlesinger LLP. Although every deal is different, understanding any purchase/sale agreement will help … Continued

Mercer Earns FASA Designation from the American Society of Appraisers

Z. Christopher Mercer was recently elected into the College of Fellows of the American Society of Appraisers and was awarded the coveted Fellow Accredited Senior Appraiser (FASA) designation. Fellowship is the highest honor bestowed by the Society on a member and recognizes the professionalism and invaluable contributions the member has made.

Bank Watch December 2015

The December 2015 issue of Bank Watch is available now, which features the article “Consider Adding Stress Testing to Your Community Bank’s New Year’s Resolution” written by Jay D. Wilson, Jr., CFA, ASA, CBA.

New Issue of Mercer Capital’s Value Matters™

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. This issue focuses on Transaction Advisory and includes the feature article “Fairness Opinions and Down Markets.”

Lee Moderating Panel at 2015 Las Vegas ESOP Conference

Timothy R. Lee, ASA, Managing Director, will moderate the panel “Financial Projections” with panelists Donny Springer, ASA, principal and shareholder of Columbia Financial Advisors, Inc., and Kenneth E. Serwinski, CEO of Prairie Capital Advisors, Inc., at the ESOP Association’s 2015 Las Vegas ESOP Conference & Trade Show on November 13.

Mercer Presenting for Kansas Society of CPAs

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Unlocking Private Company Wealth” for the Business Valuation Conference hosted by the Kansas Society of CPAs on October 30, 2015.

Mercer Presenting for Tennessee Society of CPAs

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Buy-Sell Agreements” and “Unlocking Private Company Wealth” at the Southeastern Forensic & Valuation Services Conference hosted by the Tennessee Society of CPAs on October 27, 2015.

Bank Watch October 2015

The October 2015 issue of Bank Watch is available now, which features the article “Recent Trends in Agricultural Production Lending” written by Laura J. Stevens, CFA.

Available: 3Q15 Energy Industry Newsletter

Mercer Capital’s Value Focus: Energy is a quarterly publication providing perspective on valuation issues pertinent to energy industry professionals. Each issue includes a market overview, mergers and acquisitions review, public company pricing, and more. This newsletter focuses on the following industry segments: exploration and production, midstream operations, alternative energy, and oilfield services.

Crow and Heinz Speaking at 2015 Southern Federal Tax Institute

Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present “Personal Goodwill Matters To Your Clients” at the Thursday mid-day program (October 22th) at the Southern Federal Tax Institute.

Heinz to Present with Atlanta Bar Association

Nicholas J. Heinz, ASA, Senior Vice President of Mercer Capital, will panel “Nuts and Bolts of Employee Stock Ownership Plans (“ESOPS”)” with Leah Singleton, Counsel at Alston & Bird, LLP, and moderator Julian A. Fortuna, of Taylor English Duma, for the Atlanta Bar Association’s Tax Law Section Luncheon on October 19, 2015.

Mercer and Lee to Present at ASA International Conference

Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, and Timothy R. Lee, ASA, Managing Director of Mercer Capital, will present “There’s More to Appraisal Review Than You Might Think” for the American Society of Appraisers’ International Appraisers Conference on October 19, 2015.

Jay Wilson Presenting to Ozark Small Business Incubator

Jay D. Wilson, Jr., CFA, ASA, CBA, Vice President of Mercer Capital, will present “Creating, Managing, and Unlocking Private Company Wealth” for the Ozark Small Business Incubator on October 15, 2015.

Southern Capital Forum Annual Conference 2015

Travis W. Harms, CFA, CPA/ABV, Senior Vice President, Sujan Rajbhandary, CFA, Vice President, and Laura J. Stevens, CFA, Vice President, are attending the Southern Capital Forum Annual Conference in Atlanta from September 16-18, 2015. On Thursday, September 17, Travis Harms will moderate the panel of Sujan Rajbhandary, Vice President of Mercer Capital, John Cambier, Managing Partner of Idea Fund Partners, and Michael Maziar, COO of Atlanta Technology Angels, on “Unicorns: Fleeting Phenomenon or Permanent Fixture.”

Bank Watch September 2015

The September 2015 issue of Bank Watch is available now, which features the article “August Market Performance & Augustus Caesar” written by Andy Gibbs. In contemplating August’s market activity, our thoughts drifted to Roman times. In 45 B.C., the Roman Senate honored Julius Caesar … Continued

New Issue of Mercer Capital’s Value Matters™

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. This issue focuses on Litigation Support and includes the feature article “New York’s Largest Corporate Dissolution Case | AriZona Iced Tea: Tea’d Up for Appellate Review, But It Won’t Happen.”