Tim Lee to Attend and Speak at the Employee Owned 2019 Conference and Trade Show

Timothy R. Lee, ASA, managing director, will be attending the Employee Owned 2019 Conference and Trade Show sponsored by the ESOP Association. Additionally, Tim with be moderating the panel “Negotiating Protections for the ESOP (or Seller) After the Sale” with C. Grant McCorkhill (Holland & Knight LLP) and Sharon B. Hearn (Krieg DeVault LLP). The conference will be held November 13-15 in Las Vegas, NV.

Scott Womack to Discuss Kress v. US at the 2019 TSCPA FVS Conference

Scott A. Womack, ASA, MAFF, Senior Vice President, will present “Will Kress v. US Change Your Life? Or Will It Change Your Valuation Practice?” at the upcoming Forensic and Valuation Services Conference hosted by the Tennessee Society of CPAs (October 23rd). 

Scott Womack to Speak at the 2019 LGT Controllers’ Roundtable

Scott A. Womack, ASA, MAFF, Senior Vice President of Mercer Capital, will present a session on dealership valuation and family transition and also participate in a buy-sell panel at the 2019 Controllers’ Roundtable. This event is hosted by Lane Gorman Trubitt and will take place on October 17 & 18 in San Antonio, TX.

Chris Mercer to Speak at the 2019 IRS Valuation Summit

Z. Christopher Mercer will participate in the panel discussion, “The Value in Discounting Discounts – Partial Interest Valuations and Discounts” at the 2019 IRS Valuation Summit on October 16, 2019 in Washington, DC. Hosted by the Appraisal Institute, panel participants also include Philip Jones, CPA, ASA, CFE (Cushman & Wakefield), Phillip Schwab (Stout), Espen Robak (Pluris Valuation Advisors LLC), and M. Ronald Lipman (Frizzell & Mitchell).

Mercer Capital Provides Financial Advisory Services to Advocate Capital Inc.

On July 2, 2019, Pinnacle Bank, a wholly-owned subsidiary of Pinnacle Financial Partners Inc. (NASDAQ: PNFP), acquired Nashville, Tennessee-based Advocate Capital Inc. for $59.0 million of cash consideration. Mercer Capital served as the exclusive financial advisor to Advocate Capital.

Chris Mercer to Speak at the NAVIX Compass Meeting

Chris Mercer will present  “Valuation Perspectives for Private Business Owners: Focus on Unlocking Private Company Wealth and Buy-Sell Agreement” at the upcoming NAVIX Compass Meeting on September 27, 2019 in Atlanta, Georgia. This presentation will discuss concepts from Chris’ books, Buy-Sell Agreements for Closely Held and Family Business Owners and Unlocking Private Company Wealth.

Mercer Capital Provides Advisory Services to FNB Financial Corp.

Mercer Capital served as a financial advisor and rendered a financial opinion to Scottsville, Kentucky-based FNB Financial Corp., which announced on September 18, 2019 that it had entered into a definitive merger agreement to be acquired by Nashville, Tennessee-based FB Financial Corporation (NYSE: FBK). The transaction is expected to close during the first quarter of 2020.

Matt Crow to Speak at the 2019 IAA Leadership Conference

Matthew R. Crow, ASA, CFA will participate in the panel discussion “Business Challenges Facing Investment Advisers” at the 2019 Leadership Conference hosted by the Investment Advisor Association (IAA) on September 26th.

Mercer Capital to Exhibit and Attend the 2019 Insider’s Forum

Brooks Hamner, Vice President, Zachary Milam, Senior Financial Analyst, and Taryn Burgess, Senior Financial Analyst, will be attending and exhibiting at the 2019 Bob Veres’ Insider’s Forum in Nashville, Tennessee (September 11-13, 2019).

Karolina Calhoun to Speak at the ACG Monthly Meeting

Karolina Calhoun, CPA/ABV/CFF, vice president, will present “Business Valuations and Quality of Earnings in M&A Transactions” at the Association for Corporate Growth (ACG) Tennessee Chapter’s monthly meeting on August 22. In this presentation, Karolina will provide an overview of valuation and quality … Continued

Jeff K. Davis to Speak at Two Upcoming Banking Events

Jeff K. Davis, CFA, Managing Director of Mercer Capital’s Financial Institutions Group, will present “Shareholder Value Drivers” at the CBA Executive Banking School hosted at Furman University in Greenville, South Carolina on July 26th. Jeff will also be participating in a round table discussion at the 2019 CEO, Bank Executive & Directors’ Conference hosted by the Alabama Bankers Association in Point Clear, Alabama on August 2nd.

Chris Mercer to Participate in a Rod Burkert Webinar

Z. Christopher Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, will appear as a guest on Rod Burkert’s upcoming Practice Development Insider webinar. The webinar will take place on Friday, July 12th from noon – 1 pm (Central).