• ⌂
  • Obtain a Proposal
  • Careers
  • Contact Us
Mercer Capital - A national business valuation and financial advisory firm.
  • About Us
    • About Mercer Capital
    • Professionals
    • Careers
    • News
  • Industries
    • Industry Coverage Publications
    • Financial Institutions
      • Credit Unions
      • Depository Institutions
      • Financial Technology
      • Insurance
      • Investment Management
      • PE Firms & Other Financial Sponsors
      • Specialty Finance & REITs
    • Operating Companies
      • Agribusiness
      • Animal Health
      • Auto Dealerships
      • Construction & Building Materials
      • Dealerships
      • Distribution
      • Food and Beverage
      • Healthcare
      • Hospitality
      • Manufacturing
      • Media and Entertainment
      • Oil & Gas
      • Professional Services
      • Professional Sports
      • Retail
      • Technology
      • Telecommunications
      • Transportation
    • Asset Holding Companies
      • Family Limited Partnerships
      • Limited Liability Companies
  • Services
    • Business Valuation
      • Buy-Sell Agreement Valuation
      • Corporate Valuation
      • Employee Stock Ownership Plans
      • Gift, Estate, and Income Tax Planning and Compliance
    • Transaction Advisory
      • M&A Representation Services
      • Fairness Opinions
      • ESOP Advisory Services
      • Quality of Earnings
      • Bankruptcy and Restructuring Advisory
      • Solvency Opinions
    • Services for Depository Institutions
      • Bank Valuation
      • Financial Reporting for Banks
      • Goodwill Impairment Testing
      • Litigation Support for Banks
      • Loan Portfolio Valuation
      • Stress Testing
      • Tax Compliance
      • Transaction Advisory for Banks
    • Financial Reporting Valuation
      • Impairment Testing
      • Portfolio Valuation Services
      • Purchase Price Allocation
      • Equity-Based Compensation Valuation
      • 280G Golden Parachute Valuation
    • Litigation Support
      • Business Damages and Lost Profits
      • Family Law and Divorce
      • Shareholder Disputes
      • Tax-Related Controversies
      • Valuation, Labor, and Contract Disputes
      • Consultation, Testimony, and Support
    • Family Business Advisory Services
  • Insights
    • Articles
      • Bankruptcy & Restructuring
      • Buy-Sell Agreements
      • Case Review
      • Corporate Valuation
      • ESOPs
      • Family Business Advisory
      • Financial Institutions Articles
      • Financial Reporting Valuation
      • Industry-Related
      • Litigation Support
      • Tax Compliance
      • Transaction Advisory
      • Article Reprints from S&P Global Market Intelligence
    • Blogs
      • Auto Dealer Valuation Insights
      • Energy Valuation Insights
      • Family Business Director
      • RIA Valuation Insights
    • Newsletters
      • Bank Watch
      • Financial Reporting Flash
      • FinTech Snapshot
      • Industry Coverage Publications
      • Family Law Valuation and Forensic Insights
      • Middle Market Transaction Update
      • Texas Bank Snapshot
      • Value Added
      • Value Matters
    • Whitepapers
    • Regional Bank Peer Reports
    • Media
      • Charts
      • Presentations
      • Webinars
    • Products
      • Books & Software
      • National Economic Review
Mercer Capital › Insights › Media › Presentations › Bank Acquisitions of Asset Management Firms

Bank Acquisitions of Asset Management Firms

February 7, 2014

This presentation, excerpted from Mercer Capital’s 2014 session at the Acquire or Be Acquired Conference sponsored by Bank Director magazine, focuses on the opportunities and challenges of the acquisition of an asset management firm by a bank.

Presented January 27, 2014


About the Speakers

Matthew R. Crow

Matthew R. Crow is the CEO of Mercer Capital and leads the Investment Management Industry team. The Investment Management Industry team provides RIAs, independent trust companies, broker-dealers, and investment consulting firms with valuation services related to ...

Learn More ▻

Jeff K. Davis

Jeff K. Davis is the Managing Director of Mercer Capital’s Financial Institutions Group. The Financial Institutions Group works with banks, thrifts, asset managers, insurance companies and agencies, BDCs, REITs, broker-dealers and financial technology companies. Prior to ...

Learn More ▻

Andrew K. Gibbs

Andrew K. Gibbs leads Mercer Capital's Depository Institutions practice. He provides valuation and corporate advisory services to banks, thrifts, and credit unions for purposes including ESOPs, mergers and acquisitions, profit sharing plans, estate and gift ...

Learn More ▻



PDF ⬇ Download Bank Acquisitions of Asset Management Firms

Key Contacts

Photo

Matthew R. Crow, CFA, ASA

(901) 685-2120

crowm@mercercapital.com
Photo

Brooks K. Hamner, CFA, ASA

(901) 322-9714

hamnerb@mercercapital.com

Insights

  • Financial Institutions

    Investment Management

  • Industry Coverage Publications

    Investment Management Valuation Newsletter

  • Blog

    RIA Valuation Insights


Want More News and Insight?

Get our newsletters delivered straight to your inbox

Sign Up

About Us

  • About Mercer Capital
  • Professionals
  • Careers
  • News

Industries

  • Industry Coverage Publications
  • Financial Institutions
  • Operating Companies
  • Asset Holding Companies

Services

  • Business Valuation
  • Transaction Advisory
  • Services for Depository Institutions
  • Financial Reporting Valuation
  • Litigation Support
  • Family Business Advisory Services

Insights

  • Articles
  • Blogs
  • Newsletters
  • Whitepapers
  • Regional Bank Peer Reports
  • Media
  • Products

Mercer Capital

We are full-service business valuation and financial advisory firm offering a broad range of services, including corporate valuation, financial institution valuation, financial reporting valuation, gift and estate tax valuation, M&A advisory, fairness opinions, ESOP and ERISA valuation services, and litigation and expert testimony consulting.

Contact Us

© 2024 Mercer Capital / Privacy Policy

Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Jeff Davis is a Registered Representative of the broker dealer StillPoint Capital, LLC. Mercer Capital and StillPoint Capital, LLC are not affiliated entities. For more information on Registered Representatives or Broker Dealers please visit FINRA Broker Check.

Mercer Capital is not affiliated with Mercer (US) Inc., Mercer LLC, Mercer Investments or the Marsh and McLennan Companies.

Employees /  VPN