Asset Management
Mercer Capital provides asset managers, 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
- Hedge fund managers
- Mutual fund companies
- Private equity managers
- Independent trust companies
- Bank trust departments
- Investment consultants
- Broker/dealers
Mercer Capital Experience
- Valued start up managers with as little as $50 million in assets under management to established industryleaders 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)
Financial Reporting Services
Corporate Valuation Services
Advisory Services
- Fairness opinions
- Valuations for Internal Shareholder Transactions
- Merger consulting
- Portfolio valuation
Contact a Mercer Capital professional to discuss your needs in confidence.