INDUSTRIES

Asset Management

Mercer Capital provides RIAs, trust companies, and investment consultants with corporate valuation, litigation support, transaction advisory, and related services

Mercer Capital provides RIAs, trust companies, and investment consultants with corporate valuation, litigation support, transaction advisory, and related services

Valuing RIAs

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Laissez Le Bon Temps Rouler! RIA Market Caps Peak Despite Headwinds

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Buy-Sell Agreements for Investment Management Firms

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Frequently Asked Questions

What is my firm worth?

Look beyond simple rules of thumb; investment management firms are valued in the context of the market as a function of their expected returns.

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What is involved in the process?

Every project is different, but most progress from information gathering to research, and then analysis, and then reporting.

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Do I need an industry expert or a valuation expert?

While there are pros and cons to each, we think you need both.

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Who have you worked for?

Discretion is the most important service we offer.

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Services


Corporate Valuation

  • Company Valuation
  • ESOPs/Qualified Plans
  • Gift, Estate, and Income Tax Compliance
  • Buy-Sell Agreements
  • Financial Reporting
  • Portfolio Valuation

Transaction Advisory

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Solvency Opinions

Litigation Support

  • Business Damages and Lost Profits
  • Family Law and Divorce
  • Shareholder Disputes, Corporate Restructuring, and Dissolution
  • Tax-Related Controversies
  • Valuation, Labor, and Contract Disputes

Corporate Valuation

  • Company Valuation
  • ESOPs/Qualified Plans
  • Gift, Estate, and Income Tax Compliance
  • Buy-Sell Agreements
  • Financial Reporting
  • Portfolio Valuation

Transaction Advisory

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Solvency Opinions

Litigation Support

  • Business Damages and Lost Profits
  • Family Law and Divorce
  • Shareholder Disputes, Corporate Restructuring, and Dissolution
  • Tax-Related Controversies
  • Valuation, Labor, and Contract Disputes

Research and Resources