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.”

Available: February 2015 Bank Watch

The February 2015 issue of Bank Watch is available now, which features the article “Recent Trends in the Fair Value of Community Bank Loan Portfolios” written by Jay Wilson.

Available: FinTech Industry Newsletter 4Q 2014

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. In addition, each issue of this quarterly newsletter focuses on an aspect within the industry. This issue features an overview of 2014 FinTech IPOs and M&A and a venture capital case on Banno.

Available Now: Q4 2014 Agribusiness Industry Newsletter

Mercer Capital’s Q4 2015 Value Focus: Agribusiness Industry newsletter is available. This issue focuses on the agriculture chemicals sector. 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.

New Presentation: Unlocking Private Company Wealth

The session covered various liquidity options including dividend policy, partial sales to insiders, employee stock ownership plans, private equity investors, as well as third party sales.

Mercer to Present Upcoming ASA Webinar

Chris Mercer will present an upcoming ASA Webinar on Unlocking Private Company Wealth: A Tutorial for Business Advisors on Tuesday, February 24, 2015.

Getting It Right: Loan Valuation and Credit Marks in Today’s M&A Market

Presented at the 2015 AOBA conference, Davis and Gibbs looked at the evolution of loan portfolio valuations as part of due diligence and M&A pricing since the financial crisis, providing insight into some of the nuances around the evaluation process and what to look for in terms of potential potholes regarding potential acquisitions.

Q4 2014 Asset Management Industry Newsletter Available

The 4Q 2014 issue of Mercer Capital’s Asset Management Industry newsletter is now available, providing perspective on valuation issues for asset managers, trust companies, and investment consultants. 

Davis & Gibbs Speaking at 2015 Acquire or Be Acquired Conference

Jeff K. Davis, CFA, Managing Director of Financial Institutions, and Andrew K. Gibbs, CFA, CPA/ABV, Leader of the Depository Institutions Group, are speaking on “Getting It Right: Loan Valuation and Credit Marks in Today’s M&A Market” at the 2015 Acquire or Be Acquired Conference sponsored by Bank Director magazine.

Tim Lee’s Recent ESOP Whitepaper: Analyzing Financial Projections as Part of the ESOP Fiduciary Process

Timothy R. Lee, ASA, Managing Director at Mercer Capital, recently authored the whitepaper, “Analyzing Financial Projections as Part of the ESOP Fiduciary Process.” This whitepaper, which serves as an Appraisal Review Practice Aid for ESOP Trustees, focuses on the use of financial projections in ESOP Valuations, for the use (or misuse) of financial projections is often the most direct cause of over- or under-valuation in ESOPs.

Travis Harms Speaker at 2015 International Business Valuation Conference

Travis W. Harms, CFA, CPA/ABV, Senior Vice President at Mercer Capital, will present during the OIV’s International Business Valuation Conference on “The Market Participant Acquisition Premium” in Milan, Italy, on January 19, 2015. The conference will be simultaneously translated.

Featured: Equipment Dealer Industry Newsletter Mid-Year 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 Now: December 2014 Bank Watch

The December 2014 issue of Bank Watch is available now, which features the article “Second Fairness Opinions” written by Jeff Davis.  The fairness opinion states that a transaction is fair from a financial point of view of the subject company’s shareholders. … Continued

Featured: Professional Services Industry Newsletter Mid-Year 2014

Mercer Capital’s Professional Services Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Professional Services professionals. The Professional Services Industry newsletter highlights the staffing and consulting segments. Each issue includes typically includes macroeconomic and industry trends, mergers … Continued

Featured: Auto Dealer Industry Newsletter Mid-Year 2014

Mercer Capital’s Auto Dealer Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Auto Dealer professionals. Each issue includes typically includes macroeconomic and industry trends, mergers and acquisitions review, guideline company pricing, and more. Excerpting from the … Continued

Now Available: Q4 2014 Convenience Store Industry Newsletter

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

Jeff K. Davis, CFA, Featured in BankDirector Magazine

Throughout 2014, BankDirector’s quarterly magazine featured Mercer Capital’s Jeff K. Davis, CFA, managing director of the firm’s financial institutions group. In the second quarter “Analyst Forum,” he shares with readers about one of his favorite bank stocks, Investbanc Shares Corp. Davis remarks on Investbanc’s stock performance in the third quarter issue.