Matthew R. Crow, ASA, CFA, president, Jeff K. Davis, CFA, managing director, Travis W. Harms, CFA, CPA/ABV, senior vice president and Sujan Rajbhandary, CFA, vice president, are attending the Southern Capital Forum Annual Conference in Atlanta from September 14-16, 2016.
Timothy R. Lee, ASA, Managing Director of Mercer Capital, will present “How to Effectively Review an Appraisal Report” at the American Society of Appraisers’ Business Valuation Conference on September 14, 2016.
Mercer Capital welcomes Mr. Brian F. Adams, Mr. Rohan Bose, Mr. Daniel P. McLeod, Mr. Zachary W. Milam, and Mr. Joshua P. Rodriguez to our professional staff. We also welcome Mr. Connor T. Bran as the firm’s Social Media Specialist and Marketing Associate.
Lucas Parris, CFA has been awarded the Intangible Asset specialty designation from the American Society of Appraisers. The Intangible Asset specialty designation focuses on the valuation of intangible assets in financial reporting, tax, and litigation valuation settings.
Mercer Capital is pleased to introduce the Energy Valuation Insights Blog, a weekly update on issues important to the Energy Industry curated by our Oil & Gas professionals.
Given the numerous bankruptcy announcements in the energy industry, this article “Bridging Valuation Gaps for Undeveloped & Unproven Reserves” should be of interest.
On May 18, 2016, Simmons First National Corporation entered into a stock purchase agreement with Athens, Tennessee-based Citizens National Bancorp, Inc. (“Citizens”) and Citizens National Bank. Mercer Capital served as a financial advisor to Citizens and rendered a fairness opinion as part of its advisory service.
Mercer Capital is pleased to announce that Madeleine L. Harrigan has been promoted to the position of Senior Financial Analyst.
Each quarter, Mercer Capital’s FinTech Industry newsletter provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and industry articles of interest.
Lucas Parris, CFA, ASA, was recently featured in the Business Valuation Update newsletter published by Business Valuation Resources. This section highlights Lucas’ insurance expertise in conjunction with the webinar he presented, “Valuing Insurance Agencies.”
Robinson Electric Supply Company, a wholesale electrical distributor, of Meridian, Mississippi, has successfully been acquired by Consolidated Electrical Distributors of Irving, Texas. Mercer Capital served as Robinson’s financial advisor in the transaction.
This webinar is presented by Financial Poise™ on February 24th (11:00 – 12:0pm Central) and features panelists from Mercer Capital, Hoge Fenton, Jones Day, Versa Capital Management, LLC, and Jaspan Schlesinger LLP. Although every deal is different, understanding any purchase/sale agreement will help … Continued
Z. Christopher Mercer was recently elected into the College of Fellows of the American Society of Appraisers and was awarded the coveted Fellow Accredited Senior Appraiser (FASA) designation. Fellowship is the highest honor bestowed by the Society on a member and recognizes the professionalism and invaluable contributions the member has made.
Mercer Capital will be attending and speaking at the upcoming 22nd annual Acquire or Be Acquired Conference sponsored by Bank Director magazine.
Lucas M. Parris, CFA, ASA, Vice President, will present the webinar “Valuing Insurance Agencies” with Business Valuation Resources on January 19, 2016.
The December 2015 issue of Bank Watch is available now, which features the article “Consider Adding Stress Testing to Your Community Bank’s New Year’s Resolution” written by Jay D. Wilson, Jr., CFA, ASA, CBA.
Karolina Calhoun, CPA/ABV, joined the Tennessee Society of CPAs Memphis Chapter Board of Directors.
The newest issue of Value Matters™, Mercer Capital’s newsletter addressing gift and estate tax, ESOP, buy-sell agreement, and transaction advisory topics of interest to estate planners and other professional advisors to business, has been published. This issue focuses on Transaction Advisory and includes the feature article “Fairness Opinions and Down Markets.”
Timothy R. Lee, ASA, Managing Director, will moderate the panel “Financial Projections” with panelists Donny Springer, ASA, principal and shareholder of Columbia Financial Advisors, Inc., and Kenneth E. Serwinski, CEO of Prairie Capital Advisors, Inc., at the ESOP Association’s 2015 Las Vegas ESOP Conference & Trade Show on November 13.
Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Unlocking Private Company Wealth” for the Business Valuation Conference hosted by the Kansas Society of CPAs on October 30, 2015.
Z. Christopher Mercer, ASA, CFA, ABAR, Founder and CEO of Mercer Capital, will present “Buy-Sell Agreements” and “Unlocking Private Company Wealth” at the Southeastern Forensic & Valuation Services Conference hosted by the Tennessee Society of CPAs on October 27, 2015.
The October 2015 issue of Bank Watch is available now, which features the article “Recent Trends in Agricultural Production Lending” written by Laura J. Stevens, CFA.
Mercer Capital’s Value Focus: Energy is a quarterly publication providing perspective on valuation issues pertinent to energy industry professionals. Each issue includes a market overview, mergers and acquisitions review, public company pricing, and more. This newsletter focuses on the following industry segments: exploration and production, midstream operations, alternative energy, and oilfield services.
Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present “Personal Goodwill Matters To Your Clients” at the Thursday mid-day program (October 22th) at the Southern Federal Tax Institute.