Bank Valuation Basics Webinar for SecondMarket
The Financial Institutions Group of Mercer Capital works with hundreds of depository institutions annually providing a broad range of specialized advisory services to the financial services industry.
Join us Tuesday, February 19, 2013 for the complimentary webinar, “Bank Valuation Basics.”
Bank Valuation Basics Webinar
Tuesday, February 19, 2013
10:00 – 11:00am Pacific
11:00 – 12:00pm Mountain
12:00 – 1:00pm Central
1:00 – 2:00pm Eastern
Presenter: Jay D. Wilson, Jr., CFA, CBA
Jay Wilson, CFA, vice president, is a senior member of Mercer Capital’s Depository Institutions practice.
Jay is involved in the valuation of banks, thrifts, and credit unions for purposes including ESOPs, mergers and acquisitions, profit sharing plans, estate and gift tax planning, compliance matters, and corporate planning.
He has extensive experience providing public and private clients with fair value opinions and related assistance pertaining to goodwill and intangible assets, stock-based compensation, loan portfolios, and other financial assets and liabilities. Jay also directs projects in a litigated context, including tax disputes, dissenting shareholder actions, and ESOP related matters.
Designations held include Chartered Financial Analyst (CFA) from the CFA Institute and Certified Business Appraiser (CBA) from the Institute of Business Appraisers.
Jay is a co-author of The ESOP Handbook for Banks (Peabody Publishing, LP, 2011), The Bank Director’s Valuation Handbook: What Every Director Must Know About Valuation (Peabody Publishing, LP, 2009), and Acquiring a Failed Bank: A Guide to Understanding, Valuing, and Accounting for Transactions in a Distressed Environment (Peabody Publishing, LP, 2010).
Services for Depository Institutions
The Bank Director’s Valuation Handbook