Tim Lee Speaking at 2018 ESOP Association Annual Conference

Tim R. Lee, ASA, managing director, will attend and speak at The ESOP Association’s 41st Annual Conference and 27th Annual Awards Ceremony. The conference is May 24-25 in Washington, D.C. Tim will co-present a session on the topic of “Basic ESOP Valuation.” The … Continued

Brooks Hamner Quoted on M&A Deal

Brooks K. Hamner, CFA, ASA, Vice President of Mercer Capital, was quoted in the article “$10 billion IBD deal boosts M&A bull market” in the Financial Planning publication.

Travis Harms Authors Article in Family Business Magazine

Travis Harms, CFA, CPA/ABV, Senior Vice President of Mercer Capital, authored the article “Privately Owned Family Businesses Should Not Ignore Investor Relations” in the Family Business Magazine’s March/April issue.

Mercer to Address Business Owners

Mercer Capital’s founder and CEO, Chris Mercer is a featured speaker at the UBS Private Business Symposium on April 6, 2018.

Tim Lee Co-Authors Article About Tax Reform and ESOPs

Tim Lee, Managing Director of Mercer Capital, along with Kathryn Aschwald, Principal and Founding Shareholder of Columbia Financial Advisors, co-authored the article “The Impact of Tax Reform on ESOP C and S Corporation Business Valuations” featured in the February 2018 ESOP Report. The ESOP Report is published by the ESOP Association and is available to Association members only.

Recent Promotions Announced

Mercer Capital is pleased to announce that Taryn E. Burgess, Monty C. Hsu, CFA, CPA/ABV and Megan E. Richards have each been promoted to Senior Financial Analyst.

What RIA Owners Need to Know About the New Tax Law: Upcoming Webinar

Few segments of the American economy are as affected by the new tax legislation as the investment management community. Matt Crow and Brooks Hamner, leaders of Mercer Capital’s RIA industry team, will present a complimentary webinar addressing the topic on Wednesday, February 7 from noon – 1:00pm (CST).

Scott Womack Joins Mercer Capital

Mercer Capital is pleased to announce that Scott A. Womack, ASA, MAFF has joined our Nashville office as a senior vice president.

Jay Wilson’s FinTech Book Reviewed by PlanetCompliance

Jay D. Wilson, Jr., CFA, ASA, CBA, Vice President and head of Mercer Capital’s Financial Technology practice, recently had his book, Creating Strategic Value Through Financial Technology, reviewed. 

Travis Harms to Host ASA Webinar on Calculating the WACC

Travis W. Harms, CFA, CPA/ABV, will be hosting the webinar, Calculating the WACC: Estimation and Evaluation, November 21st, 2017. The webinar will be sponsored by the American Society of Appraisers (ASA).