News

Business development companies are an important and growing source of funding for middle market companies. Along with private equity and other investment funds, BDCs provide billions of dollars of investment capital to private companies in every segment of the economy. … Continued

The lead article in the April 2013 issue of Bank Watch is “Process of Elimination Becomes the Catalyst,” authored by Jeff Davis, managing director, and originally published on SNL Financial (republished with permission). The article begins … An old market … Continued

Nicholas J. Heinz, ASA (Nick) leads Mercer Capital’s corporate employee stock ownership plan practice and Andrew K. Gibbs, CFA, CPA/ABV (Andy) leads Mercer Capital’s financial institutions employee stock ownership plan practice.They will be attending the upcoming annual conference of the … Continued

If you missed the webinar originally aired on March 28, 2013, view the replay here. In this webinar, “How To Profit on a Distressed Transaction,” Mercer Capital’s Jeff K. Davis takes a look at the opportunities and pitfalls or making an acquisition of a “turnaround” bank.

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).

The lead article in the March 2013 issue of Bank Watch is “What to Make of the Bank Stock Rally?,” authored by Jeff Davis, managing director, and originally published on SNL Financial (republished with permission). The article begins … Banks … Continued

Jeff K. Davis, CFA, Managing Director of Mercer Capital’s Financial Institutions Group authors a blog for SNL Financial titled “Nashville Notes.” His three most recent entries are: Fair prices and ag lending – good as gold (March 6, 2013) Crestview … Continued

Jay D. Wilson, Jr., vice president, has earned the right to use the Accredited Senior Appraiser (ASA) designation in the business valuation discipline from the American Society of Appraisers. Earning the designation requires a minimum of five years or 2,000 … Continued

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. The focus for this issue is buy-sell agreement valuation … Continued

In this 30-minute webinar, presented February 12, 2013, Mercer Capital’s Jeff Davis outlines the expectations for bank M&A in 2013, which follows a modest pick-up in activity in 2012 vis-à-vis 2011.

Register today for the next webinar: Understand the Deal Considerations That Impact You.

Timothy R. Lee, ASA, managing director, Nicholas J. Heinz, ASA, senior vice president, and Barbara Walters Price, senior vice president will be attending and exhibiting at the 2013 Heckerling Estate Planning Conference during the week of January 14 – 18.

Get the very latest thinking from Mercer Capital in the latest issue of our bank-focused e-mail newsletter, Bank Watch, which is available now in our Knowledge Center.

A new issue of Financial Reporting Valuation Flash has been released and is available in the Insights section of this website.

The lead article in this issue focuses on litigated situations.