Mercer Capital provides RIAs, trust companies, and investment consultants with corporate valuation, financial reporting valuation, transaction advisory, portfolio valuation, and related services.


Industry Segments

Mercer Capital serves the following industry segments:

  • Registered Investment Advisors (RIAs)
  • Hedge fund managers
  • Mutual fund companies
  • Private equity managers
  • Venture capital firms
  • Independent trust companies
  • Bank trust departments
  • Investment consultants
  • Broker/dealers

Mercer Capital Experience

  • Valued start up managers with less thanĀ $50 million in assets under management to established industry leaders managing $400 billion
  • Negotiated transactions involving asset managers from sell-side, buy-side, and mutually retained (MoE) perspectives
  • Provided financial statement reporting services (purchase price allocation, impairment testing, and portfolio valuation)

Corporate Valuation Services

Financial Reporting Services

Advisory Services

Contact a Mercer Capital professional to discuss your needs in confidence.