Bryce Erickson to Participate in a Texas Bar Association Webcast

Bryce Erickson, ASA, MRICS, Senior Vice President, is on the agenda to participate in the Choice, Governance & Acquisition of Entities Webcast. This event is sponsored by the Business Law Section of the State Bar of Texas and will take place on May 22, 2020.

Mercer Capital Renders Fairness Opinion to Tennessee-based Bank

On January 23, 2020, Nashville-based CapStar Financial Holdings, Inc. (NASDAQ: CSTR), the parent company of CapStar Bank, announced a definitive merger agreement with FCB Corporation, its wholly-owned subsidiary The First National Bank of Manchester, and The Bank of Waynesboro providing … Continued

Karolina Calhoun to Speak at the FEI Monthly Meeting

Karolina Calhoun, CPA/ABV/CFF, vice president, will present “Business Valuations and Quality of Earnings in M&A Transactions” at the Financial Executives International (FEI) Memphis Chapter’s monthly meeting on Januar 21st. In this presentation, Karolina will provide an overview of valuation and quality of earnings as well as when to use each, how are the two different, and how can the two overlap.

Tim Lee to Attend and Speak at the Employee Owned 2019 Conference and Trade Show

Timothy R. Lee, ASA, managing director, will be attending the Employee Owned 2019 Conference and Trade Show sponsored by the ESOP Association. Additionally, Tim with be moderating the panel “Negotiating Protections for the ESOP (or Seller) After the Sale” with C. Grant McCorkhill (Holland & Knight LLP) and Sharon B. Hearn (Krieg DeVault LLP). The conference will be held November 13-15 in Las Vegas, NV.

Scott Womack to Discuss Kress v. US at the 2019 TSCPA FVS Conference

Scott A. Womack, ASA, MAFF, Senior Vice President, will present “Will Kress v. US Change Your Life? Or Will It Change Your Valuation Practice?” at the upcoming Forensic and Valuation Services Conference hosted by the Tennessee Society of CPAs (October 23rd). 

Scott Womack to Speak at the 2019 LGT Controllers’ Roundtable

Scott A. Womack, ASA, MAFF, Senior Vice President of Mercer Capital, will present a session on dealership valuation and family transition and also participate in a buy-sell panel at the 2019 Controllers’ Roundtable. This event is hosted by Lane Gorman Trubitt and will take place on October 17 & 18 in San Antonio, TX.

Chris Mercer to Speak at the 2019 IRS Valuation Summit

Z. Christopher Mercer will participate in the panel discussion, “The Value in Discounting Discounts – Partial Interest Valuations and Discounts” at the 2019 IRS Valuation Summit on October 16, 2019 in Washington, DC. Hosted by the Appraisal Institute, panel participants also include Philip Jones, CPA, ASA, CFE (Cushman & Wakefield), Phillip Schwab (Stout), Espen Robak (Pluris Valuation Advisors LLC), and M. Ronald Lipman (Frizzell & Mitchell).

Mercer Capital Provides Financial Advisory Services to Advocate Capital Inc.

On July 2, 2019, Pinnacle Bank, a wholly-owned subsidiary of Pinnacle Financial Partners Inc. (NASDAQ: PNFP), acquired Nashville, Tennessee-based Advocate Capital Inc. for $59.0 million of cash consideration. Mercer Capital served as the exclusive financial advisor to Advocate Capital.

Chris Mercer to Speak at the NAVIX Compass Meeting

Chris Mercer will present  “Valuation Perspectives for Private Business Owners: Focus on Unlocking Private Company Wealth and Buy-Sell Agreement” at the upcoming NAVIX Compass Meeting on September 27, 2019 in Atlanta, Georgia. This presentation will discuss concepts from Chris’ books, Buy-Sell Agreements for Closely Held and Family Business Owners and Unlocking Private Company Wealth.

Mercer Capital Provides Advisory Services to FNB Financial Corp.

Mercer Capital served as a financial advisor and rendered a financial opinion to Scottsville, Kentucky-based FNB Financial Corp., which announced on September 18, 2019 that it had entered into a definitive merger agreement to be acquired by Nashville, Tennessee-based FB Financial Corporation (NYSE: FBK). The transaction is expected to close during the first quarter of 2020.

Matt Crow to Speak at the 2019 IAA Leadership Conference

Matthew R. Crow, ASA, CFA will participate in the panel discussion “Business Challenges Facing Investment Advisers” at the 2019 Leadership Conference hosted by the Investment Advisor Association (IAA) on September 26th.