Jack Carter

Jack Carter is a senior financial analyst with Mercer Capital. Jack specializes in the financial institutions industry, working with banks, thrifts, asset managers, insurance companies and agencies, broker-dealers, and financial technology companies. Jack provides valuation and transaction advisory services, with experience in engagements related to financial reporting, fairness opinions, corporate planning and reorganizations, mergers and acquisitions, portfolio valuation, employee stock ownership plans, and estate and gift tax planning and compliance, among other engagements.

Jack is a member of Mercer Capital’s Investment Management team. As a part of the team, he provides content for the RIA Valuation Insights blog. He is also part of the firm’s Private Equity Industry team and contributes to the Portfolio Valuation: Private Equity and Credit Newsletter.

Prior to joining Mercer Capital, Jack was a business valuation senior associate at KPMG, LLP in their financial services industry group.

Professional Designation

• Certified Public Accountant (Tennessee State Board of Accountancy)

Professional Memberships

• The American Institute of Certified Public Accountants

Education

• Vanderbilt University, Nashville, Tennessee (M.A., Accounting)

• University of the South, Sewanee, Tennessee (B.A., Economics)