News

Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, will appear as a guest on Rod Burkert’s upcoming Practice Development Insider webinar. The webinar will take place on Friday, July 12th from noon – 1 pm (Central).

Lucas Parris, CFA, ASA-BV/IA will participate in the webinar “Insurance Agency Valuation and Consolidation Trends.” This webinar is sponsored by Business Valuation Resources and will take place on Thursday, July 11 from noon – 1:40 PM (Central).

Mercer Capital is pleased to announce that Alex M. Barry, CFA has rejoined the firm as a Vice President in our Dallas office.

Mercer Capital is proud to sponsor the Memphis Bar Association’s upcoming continuing learning education (CLE) session on June 19, 2019. Karolina Calhoun, CPA/ABV/CFF, vice president of Mercer Capital, will present “What is a Lifestyle Analysis and Why is it Important? An Overview and Case Study.”

Scott A. Womack will participate in a discussion at the Domestic Relations Committee Meeting about the new Tennessee Supreme Court Rule 53, which addresses the practice of Collaborative Family Law. This event is hosted by the Nashville Bar Association (May 29, 2019).

Timothy R. Lee, ASA, managing director, will be attending the 42nd Annual ESOP Conference & AACE Awards Ceremony sponsored by the ESOP Association. The conference is May 22-24 in Washington DC. Tim is attending as a member of the Valuation Advisory Committee. If you are attending as well, let him know.

Bryce Erickson was quoted in the article “Zion Williamson could help Pelicans thrive in New Orleans” in the Las Vegas Review-Journal.

Chris Mercer will present “Everything You Need to Know About Buy-Sell Agreements” and “Valuations, Premiums, and Discounts Demystified: The Integrated Theory of Business Valuation” at the NACVA Minnesota Chapter 19th Annual Business Conference.

Chris Mercer will present “How to Present Complex Finance to Judges: K.I.S.S.” at the AAML/BVR National Divorce Conference in Las Vegas, Nevada (May 9, 2019). Scott Womack and Karolina Calhoun will also be attending the conference.

Mercer Capital is proud to be a sponsor of the American Society of Appraisers (ASA) Houston Chapter’s Energy Valuation Conference in Houston, Texas (May 2, 2019). Bryce Erickson and David Smith will be attending the event.

Karolina Calhoun, CPA/ABV/CFF, vice president, will participate in the session, “The Good, The Bad, and The Glossary: A Panel Discussion of the Journey Your Divorcing Clients Will Make” with Mitch Moskovitz (Shea, Moskovitz & McGhee) and Kathy Williams (Waddell and Associates) at the 2019 VIP Conference on May 1, 2019. This event is hosted by The Financial Planning Association of Greater Memphis.

Scott A. Womack, ASA, MAFF, senior vice president, will attend the 2019 NADC 15th Annual Member Conference in Dana Point, CA (April 28-30). 

Mercer Capital is proud to be a sponsor of The American College of Trust and Estate Counsel (ACTEC) 2019 Southern Regional Meeting in Memphis, Tennessee (April 26 – 28). Nicholas J. Heinz, ASA, senior vice president and leader of Mercer Capital’s Transaction Advisory Group group will be attending the conference.

Z. Christopher Mercer, FASA, CFA, ABAR, founder and CEO of Mercer Capital will present “U.S. Valuation Issues with a Global Reach” at the Mazars Group 2019 Global Valuation Meeting in Marrakech, Morocco (April 25, 2019).

Burgers’ Smokehouse, a specialty meat and food producer based in California, Missouri, has acquired Clifty Farm Country Meats of Paris, Tennessee in a transaction that closed on March 1, 2019.  Mercer Capital served as Clifty Farm’s financial advisor.

Mercer Capital welcomes Mr. Zachary M. Barber and Mr. Heath A. Hamby to our professional staff as Financial Analysts. In their capacity as Financial Analysts, Zac and Heath will provide business valuation and financial consulting services to public and private companies and financial institutions across the nation.

Bryce Erickson, ASA, MRICS and B.J. Brandenberger (TenOaks Energy Advisors) will present “Put a Number on It: How to Evaluate Minerals” at 2019 DUG Permian Basin Conference Minerals Forum (April 15).

Chris Mercer and Scott Womack will present the webinar “Confessions of Two Reluctant Expert Witnesses and a Few Lessons Learned Over the Years.” This webinar is sponsored by Valuation Products and Services and will take place on Wednesday, April 10 from noon – 1:40 PM (Central).ne 28, 2018, from noon – 1:40 PM (Central).

Mercer Capital is a proud sponsor of the 2019 Transitions Spring Conference, held in Tampa Bay, Florida (April 3-5, 2019). The conference is sponsored by Family Business Magazine and is the only conference created for families, by families. Travis W. Harms, CFA, CPA/ABV, senior vice president and leader of Mercer Capital’s Family Business Advisory practice, will be attending the conference.

Matthew R. Crow, Brooks K. Hamner, Zachary W. Milam, and Taryn E. Burgess will be attending and exhibiting at the 2019 CFA Institute Wealth Management Conference in Fort Lauderdale, Florida (April 1-3, 2019).

Mercer Capital rendered a fairness opinion to Sharonville, Ohio-based DCP Holding Company (the parent company of The Dental Care Plus Group), which announced on March 14, 2019, that it had entered into a definitive merger agreement with Boston-based DentaQuest, LLC. The transaction is expected to close during the second or third quarter of 2019.

Two Mercer Capital professionals, Scott A. Womack, ASA, MAFF and Karolina Calhoun, CPA/ABV/CFF are participating in a family law seminar sponsored by the Memphis Collaborative Alliance.  The event will be held at the Cecil C. Humprey’s School of Law in the Wade Auditorium on Monday, March 18, 2019 (12 PM – 1 PM).

Lucas Parris, CFA, ASA-BV/IA, vice president, is co-presenting the session, “Employee Benefits Agency Consolidation and Valuation” with Mike Strakhov (Live Oak Bank) at the 2019 Workplace Benefits Renaissance Conference in Nashville, TN (February 20-22).

Mercer Capital is pleased to announce that David Smith, ASA, CFA has joined the firm and will lead the firm’s Houston office.