Insurance Companies
Mercer Capital provides the insurance industry with corporate valuation, financial reporting, transaction advisory, and related services.
Industry Segments
Mercer Capital serves the following industry segments:
- Agencies
- Independent insurance brokers and agents
- Bank-owned agencies
- Retail, wholesale, and MGAs
- Underwriters
- P&C, life & health, and managed care
- Reinsurance
- Captives and risk retention groups
- Ancillary
- Third-party administrators
- Claims adjusters and other service providers
Mercer Capital Experience
- Nationwide client base
- Agency clients range from single office agencies to top-10 public brokers
- Underwriter clients range from monoline privates to publicly traded multi-line carriers
Financial Reporting Services
- Purchase price allocation
- Impairment testing
- Portfolio valuation
- Equity compensation
- Convertible security, warrant, and option valuation services
- Auction rate securities valuation
Corporate Valuation Services
Advisory Services
- Valuations for internal shareholder transactions
- Acquisition consulting
- Portfolio valuation
- Transaction advisory services
Contact a Mercer Capital professional to discuss your needs in confidence.