News

Mercer Capital served as financial advisor to Richwood, Ohio-based Richwood Bancshares, Inc. (“Richwood”), which announced on July 25, 2018, that it had entered into a definitive agreement to acquire Springfield, Ohio-based Home City Financial Corporation (OTC: HCFL) for $31.7 million of cash.  On a pro forma basis as of March 31, Richwood’s assets will increase to $687 million from $520 million, while its footprint will expand to a fifth county in Central Ohio.  The transaction is expected to close during the fourth quarter of 2018.

Matthew R. Crow, ASA, CFA, president of Mercer Capital, was recently quoted in two RIABiz articles on the Focus Financial IPO.

Matthew R. Crow, ASA, CFA, president of Mercer Capital, was quoted in the article “Focus Financial IPO is on at $39 per share as KKR pushes giant share premium, with an eye on raking off an extra $532 million” (RIABiz).

Jeff K. Davis, CFA, managing director of Mercer Capital’s Financial Institutions Group, was quoted in The Tennessean article “Big financial companies increasingly choosing Nashville.”

Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital will present the webinar “EBITDA Single-Period Income Capitalization for Business Valuation.” This webinar is sponsored by Business Valuation Resources and will take place on Thursday, June 28, 2018, from noon – 1:40 PM (Central).

Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital is one of the keynote speakers at the nat the 2018 Annual Consultant’s Conference hosted by National Association of Certified Valuators and Analysts (NACVA) on June 21, 2018. Chris will present “Our Profession Is in Transition – Opportunities & Strategies for Baby Boomers, Gen Xers, and Millennials.”

Matthew R. Crow, ASA, CFA, president of Mercer Capital, was interviewed for the article “Focus IPO faces 5 hard questions” (Financial Planning). Matt’s most recent RIA Valuation Insights post served as the basis for the article. The article delivers an analysis of the Focus Financial filing and poses 5 questions the company will have to face.

Focus Financial’s pending IPO has been in the news lately. Brooks K. Hamner, CFA, ASA, vice president of Mercer Capital, was quoted in the May 29, 2018 article “How will a Focus Financial IPO impact RIAs?” (Financial Planning).

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.”

Bryce Erickson, ASA, MRICS and Grant M. Farrell, ASA, CPA, ABV, CFF will attend the 2018 DUG Permian Basin Conference in Fort Worth, TX (May 21-23).

Jay D. Wilson, Jr., CFA, ASA, CBA, Vice President of Mercer Capital, will be attending the FinXTech Annual Summit in Scottsdale, AZ on May 10-11, 2018. 

Bryce Erickson, ASA, MRICS, Senior Vice President of Mercer Capital, will present  “Business & Intangible Asset Valuations: When You Need One and Why” at the 2018 Dallas CPA Society Convergence on May 11, 2018.

Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Buy-Sell Agreements” at the Visions in Planning Conference hosted by the FPA of Greater Memphis on May 02, 2018.

Mercer Capital is pleased to announce the addition of Susannah Y. Hutchins to our professional staff as a Marketing Associate.

Chris Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, authored the article “Characteristics of a Good Buy-Sell Agreement” reprinted in The Society of Financial Service Professionals April 2018 newsletter.

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

Don Erickson, Managing Director in Mercer Capital’s Dallas Office, was quoted in the article “Sources: Grizz Valued at $1B for Buy/Sell Option” in the Memphis Business Journal.

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.

During the recent Acquire or Be Acquired conference, Jonathan Hightower and Robert Klinger, moderators of Bryan Cave’s “The Bank Account” podcast chatted with our own Jay Wilson about how banks should explore partnering with FinTech companies.

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.

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).

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