Jeff K. Davis, CFA

Managing Director of the Financial Institutions Group



Jeff K. Davis is the Managing Director of Mercer Capital’s Financial Institutions Group. Founded in 1982, Mercer Capital is a national valuation and financial advisory firm. Financial services represents Mercer Capital’s largest sector concentration. Clients include private and public companies, financial institutions and high-net worth families that are located throughout the U.S. The Financial Institutions Group works with banks, thrifts, asset managers, insurance companies and agencies, BDCs, REITs, broker-dealers and financial technology companies.

Prior to rejoining Mercer Capital, Jeff spent 13 years as a sell-side analyst providing coverage of publicly traded banks and specialty finance companies to institutional investors evaluating common equity and fixed income investment opportunities. Jeff was most recently Managing Director of Guggenheim Securities, LLC, and was previously head of the Financial Institutions Group at FTN Equity Capital Markets. While at Mercer Capital in the 1990s, Jeff led the firm’s financial institutions practice, providing valuation and transaction advisory services.

He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Jeff is a speaker at industry gatherings, including SNL Financial/University of Virginia’s annual analyst training seminar, the ABA, various state banking meetings as well as security industry gatherings. Additionally, he regularly makes presentations to boards of directors and executive management teams.

He is a periodic guest on CNBC, Bloomberg TV and Bloomberg Radio and is quoted in the American Banker, the Wall Street JournalReutersForbes and other media outlets. Presently, he is an editorial contributor to SNL Financial.