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 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 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.
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.
Bryce Erickson, ASA, MRICS is on the agenda to speak at the 2019 DUG Eagle Ford Conference (September 25).
Brooks Hamner, Vice President, Zachary Milam, Senior Financial Analyst, and Taryn Burgess, Senior Financial Analyst, will be attending and exhibiting at the 2019 Bob Veres’ Insider’s Forum in Nashville, Tennessee (September 11-13, 2019).
Mercer Capital analysts excelled in this year’s Chartered Financial Analyst (CFA) exam, achieving a 100% pass rate for the Level III professional designation exam, which is sponsored by the CFA Institute. This designation is recognized around the world as the … Continued
Two Mercer Capital professionals will be speaking at the ASA 2019 Advanced Business Valuation Conference in New York on August 26th. Z. Christopher Mercer, FASA, CFA, ABAR will present “Best Ways to Create a Strong Referral Network” with Jay E. Fishman, FASA (Financial Research Associates). Bryce … Continued
Karolina Calhoun, CPA/ABV/CFF, vice president, will present “Business Valuations and Quality of Earnings in M&A Transactions” at the Association for Corporate Growth (ACG) Tennessee Chapter’s monthly meeting on August 22. In this presentation, Karolina will provide an overview of valuation and quality … Continued
Matthew R. Crow, ASA, CFA will present “What’s an RIA Worth? Assessing the Value of an Investment Management Firm” at the CalCPA FSS Business Valuation Section Meeting in Oakland, California on August 15th.
Two Mercer Capital professionals, Scott A. Womack, ASA, MAFF, senior vice president, and Karolina Calhoun, CPA/ABV/CFF, vice president, will present the webinar “Critical Issues in Divorce Valuations” hosted by Valuation Products and Services, VPS.
Jeff K. Davis, CFA, Managing Director of Mercer Capital’s Financial Institutions Group, will present “Shareholder Value Drivers” at the CBA Executive Banking School hosted at Furman University in Greenville, South Carolina on July 26th. Jeff will also be participating in a round table discussion at the 2019 CEO, Bank Executive & Directors’ Conference hosted by the Alabama Bankers Association in Point Clear, Alabama on August 2nd.
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).