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.
Throughout 2014, BankDirector’s quarterly magazine featured Mercer Capital’s Jeff K. Davis, CFA, managing director of the firm’s financial institutions group. In the second quarter “Analyst Forum,” he shares with readers about one of his favorite bank stocks, Investbanc Shares Corp. Davis remarks on Investbanc’s stock performance in the third quarter issue.
Mercer Capital’s Healthcare Facilities Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Healthcare Facilities professionals. The Healthcare Facilities newsletter highlights the following segments: acute care hospitals, assisted living facilities, emergency services, home care and hospice, long-term care, … Continued
Mercer Capital’s Laboratory Services Industry Newsletter is a biannual publication providing perspective on valuation issues pertinent to Laboratory Service professionals. The Laboratory Services newsletter highlights the following segments: Medical Testing Labs, Life Sciences Tools & Services, Environmental & Facilities Services, Other … Continued
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. … Continued
Mercer’s newest book, Unlocking Private Company Wealth, is out. Read about the book here and order your copy.
Mercer Capital’s Animal Health Industry Newsletter is a quarterly publication providing perspective on valuation issues pertinent to animal health professionals. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more. This issue includes a discussion on Veterinary … Continued
At the ESOP Association’s 2014 Technical Conference and Trade Show on November 13 & 14, 2014 in Las Vegas, Timothy R. Lee, ASA, managing director at Mercer Capital and a current member of the ESOP Association’s Valuation Advisory Committee, co-presented … Continued
The November 2014 issue of Bank Watch is available now, which features the article “Return of the Large and Super Regional Buyers?” written by Jeff Davis. It is sort of like the pre-crisis days, but not really. Bank acquisition activity … Continued
Mercer Capital’s Q3 2014 Business Development Companies Industry Newsletter is now available.
This webinar presents the concepts found in Chris Mercer’s newest book, Unlocking Private Company Wealth. Chris will walk through key portions of the book and talk about the implications for business owners while relating the content to business advisers. He … Continued
Mercer Capital’s Travis W. Harms, CFA, CPA/ABV and Sujan Rajbhandary, CFA authored an article in the October 2014 ABF Journal titled, “Valuation Expertise: Necessary Chapter 11 Process Navigation.”
Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present the topic “Pathways to Liquidity: Advising Your Clients in Monetizing Their Illiquid Wealth” at the Thursday mid-day program (October 23th). Mercer Capital is an Institute Sponsor and is also exhibiting.
Each quarter, Mercer Capital’s Medical Device Industry newsletter provides an overview of the industry, including public market performance, valuation multiples for public medical device companies, and information on venture capital funding.
Each quarter, Mercer Capital’s FinTech Watch 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 one FinTech segment. This issue features a closer look at the Payments segment and a venture capital case on Gyft.