Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital will present “An Overview of Three Vexing Valuation Issues” at the Florida Bar Family Law Section Out-of-State Retreat in Nashville, TN (October 19, 2018).
Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital will present “An Overview of Three Vexing Valuation Issues” at the Florida Bar Family Law Section Out-of-State Retreat in Nashville, TN (October 19, 2018).
Mercer Capital is pleased to announce the addition of Dena M. Kimmel to our professional staff as a Marketing Assistant in our Dallas office.
Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital will speak at the Advanced Business Valuation Conference hosted by American Society of Appraisers (ASA) on October 9-10. Chris will present “EBITDA Single Period Income Capitalization for Business Valuation” and co-present “Active Passive Appreciation – Current Update.”
Jay D. Wilson, Jr., CFA, ASA, CBA, vice president, will present “How FinTech Can Help Create Value & Enhance Profitability” at Moss Adams’ Annual Community Banking Conference (September 27).
Matthew R. Crow, ASA, CFA, president of Mercer Capital, was quoted in the Financial Planning article, “Focus to offer cash rather than equity in acquisitions, CEO says.” After Focus’ first earnings call, Crow questions Focus’ calculation of organic growth and … Continued
Mercer Capital is pleased to announce Bryce Erickson, ASA, MRICS is now a contributor to the Energy section of Forbes.com. Based upon the content in the Energy Valuation Insights blog, representatives from Forbes.com reached out to Bryce with an invitation to become a contributor.
Jeff K. Davis, CFA, Managing Director of Mercer Capital’s Financial Institutions Group, will present “Past is Prologue? An Update on the Valuation of Banks in the Public and M&A Market” at the 2018 BCBA Convention hosted by the Bluegrass Community Bankers Association on August 27th.
Mercer Capital is pleased to announce the addition of Michael Sousoulas to our professional staff as a Financial Analyst.
Matthew R. Crow, ASA, CFA, president of Mercer Capital, was quoted in several articles about the Focus Financial IPO Launch.
Mercer Capital is pleased to announce that Karolina Calhoun, CPA/ABV/CFF has been promoted to Vice President and Zachary W. Milam has been promoted to Senior Financial Analyst.
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.