Mercer Capital’s Medical Technology Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Medical Technology professionals. The Medical Technology newsletter highlights the following segments: biotechnology, healthcare technology, healthcare supplies, medical equipment, and life science tools and services. Each issue includes typically includes market overview, mergers and acquisitions review, guideline company pricing, and more.
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 with articles “Managing Private Company Wealth is a Big Deal” and “Noncompete Agreements for Section 280G Compliance.”
The February 2015 issue of Bank Watch is available now, which features the article “Recent Trends in the Fair Value of Community Bank Loan Portfolios” written by Jay Wilson.
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. In addition, each issue of this quarterly newsletter focuses on an aspect within the industry. This issue features an overview of 2014 FinTech IPOs and M&A and a venture capital case on Banno.
Mercer Capital’s Q4 2015 Value Focus: Agribusiness Industry newsletter is available. This issue focuses on the agriculture chemicals sector. Mercer Capital’s Agribusiness Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to agribusiness professionals. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more.
The session covered various liquidity options including dividend policy, partial sales to insiders, employee stock ownership plans, private equity investors, as well as third party sales.
Chris Mercer will present an upcoming ASA Webinar on Unlocking Private Company Wealth: A Tutorial for Business Advisors on Tuesday, February 24, 2015.
The Q4 2014 Value Focus: Business Development Companies industry newsletter is available.
Presented at the 2015 AOBA conference, Davis and Gibbs looked at the evolution of loan portfolio valuations as part of due diligence and M&A pricing since the financial crisis, providing insight into some of the nuances around the evaluation process and what to look for in terms of potential potholes regarding potential acquisitions.
Mercer Capital’s medical device industry research was recently mentioned in The Washington Post and Kaiser Health News.
The 4Q 2014 issue of Mercer Capital’s Asset Management Industry newsletter is now available, providing perspective on valuation issues for asset managers, trust companies, and investment consultants.
Mercer Capital’s Samantha L. Albert has been promoted to the position of Senior Financial Analyst.
Jeff K. Davis, CFA, Managing Director of Financial Institutions, and Andrew K. Gibbs, CFA, CPA/ABV, Leader of the Depository Institutions Group, are speaking on “Getting It Right: Loan Valuation and Credit Marks in Today’s M&A Market” at the 2015 Acquire or Be Acquired Conference sponsored by Bank Director magazine.
The January 2015 issue of Bank Watch is available now, which features the article “Fairness Opinions: Evaluating a Buyer’s Shares from the Seller’s Perspective” written by Jeff Davis.
Timothy R. Lee, ASA, Managing Director at Mercer Capital, recently authored the whitepaper, “Analyzing Financial Projections as Part of the ESOP Fiduciary Process.” This whitepaper, which serves as an Appraisal Review Practice Aid for ESOP Trustees, focuses on the use of financial projections in ESOP Valuations, for the use (or misuse) of financial projections is often the most direct cause of over- or under-valuation in ESOPs.
Travis W. Harms, CFA, CPA/ABV, Senior Vice President at Mercer Capital, will present during the OIV’s International Business Valuation Conference on “The Market Participant Acquisition Premium” in Milan, Italy, on January 19, 2015. The conference will be simultaneously translated.
Four members of Mercer Capital’s professional staff will be attending and exhibiting at the 2015 Heckerling Estate Planning Conference during the week of January 12- 16.
The latest issue of this newsletter contains the lead article: “Evaluating a Buyer’s Shares from the Seller’s Perspective.”
Mercer Capital’s Equipment Dealer Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Equipment Dealer professionals. The Equipment Dealer Industry newsletter highlights the following segments: agriculture equipment dealers, construction equipment dealers, and materials equipment dealers. Each issue … Continued
The December 2014 issue of Bank Watch is available now, which features the article “Second Fairness Opinions” written by Jeff Davis. The fairness opinion states that a transaction is fair from a financial point of view of the subject company’s shareholders. … Continued
Mercer Capital’s Professional Services Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Professional Services professionals. The Professional Services Industry newsletter highlights the staffing and consulting segments. Each issue includes typically includes macroeconomic and industry trends, mergers … Continued
Mercer Capital’s Auto Dealer Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Auto Dealer professionals. Each issue includes typically includes macroeconomic and industry trends, mergers and acquisitions review, guideline company pricing, and more. Excerpting from the … Continued
Mercer Capital’s Convenience Store Industry newsletter is a quarterly publication. Each issue includes a segment focus (motor fuels, grocery stores, alternative fuels and consumer transportation and food services). Also included in every issue is a market overview, a review of … Continued
The Q3 2014 issue of Mercer Capital’s Asset Management Industry newsletter is now available, providing perspective on valuation issues for asset managers, trust companies, and investment consultants.