Recently Announced Promotions

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 Provides Financial Advisory Services to Richwood Bancshares, Inc.

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.

Matt Crow Quoted in RIABiz

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

Crow Quoted on Focus Financial IPO Launch

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).

Chris Mercer to Present Webinar for Business Valuation Resources

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).

Chris Mercer to Present at the NACVA 2018 Annual Consultants’ Conference

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.”

Matt Crow Featured in Financial Planning Article

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.

Brooks Hamner Quoted on Focus Financial Deal

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 Lee Speaking at 2018 ESOP Association Annual Conference

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.”

Brooks Hamner Quoted on M&A Deal

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 Authors Article in Family Business Magazine

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 to Address Business Owners

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

Tim Lee Co-Authors Article About Tax Reform and ESOPs

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.

Recent Promotions Announced

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.