With more than 35 public registrants reporting nearly $40 billion of assets under management, business development companies, or BDCs, are increasingly important financial intermediaries, matching a wide variety of businesses needing capital with yield-hungry investors eager to provide it. The purpose of this whitepaper is to review the principal financial statement components of BDCs with a view to clarifying the factors that are most likely to influence financial performance.
Mercer Capital is pleased to announce the addition of Ms. Karolina Grabowicz, CPA to our professional staff as a Financial Analyst. Ms. Grabowicz is a Certified Public Accountant and holds a Bachelor of Arts degree and a Masters of Science … Continued
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. The focus for this issue … Continued
Mercer Capital’s newest industry quarterly, FinTech Watch, focuses on the financial technology industry, providing information on corporate valuation, financial reporting, transaction advisory, and related topics. Each quarter, Mercer Capital’s FinTech Watch will provide an overview of the FinTech industry, including … Continued
The November 2013 issue of Bank Watch is available now, which features an article by Jeff Davis titled “Share Repurchases.”
Travis W. Harms, CPA/ABV, CFA presented the topic “Qualitative Impairment Analysis for Indefinite Lived Intangible Assets & Goodwill” at the 2013 AICPA Forensic & Valuation Services Conference in Las Vegas. Travis leads Mercer Capital’s Financial Reporting Valuation Group. Travis’s practice … Continued
Chris Mercer spoke recently at the RICS Asia Valuation Conference 2013 in Tokyo, Japan. While in Japan, Chris is attending the IVSC Annual General Meeting.
Timothy R. Lee, ASA, managing director, is moderating a panel discussion on the topic of “Discounts and Premiums in ESOP Valuation” at the upcoming 2013 Las Vegas ESOP Association Conference & Trade Show. In addition, Nicholas J. Heinz, ASA, senior … Continued
Matthew R. Crow, CFA, ASA, president, and Nicholas J. Heinz, ASA, senior vice president will present the topic “Issues You Should Be Aware of When Working with Business Appraisers” at the Thursday mid-day program (October 24th). Mercer Capital is an Institute Sponsor and is also exhibiting.
The October 2013 issue of Bank Watch is available now, which features an article by Madeleine Davis titled “Loan Growth Resumes, Remains Slow.”
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.
The 3rd Quarter 2013 issue of Mercer Capital’s Business Development Company industry newsletter has been released.
Mercer Capital vice president Lucas M. Parris has earned the right to use the Accredited Senior Appraiser (“ASA”) designation in the business valuation discipline from the American Society of Appraisers.
The September 2013 issue of Bank Watch is available now, which features an article by Jay Wilson titled 3 Ways a Loan Portfolio Valuation Is Helpful to the Acquirer.
The Q2 2013 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.
Jeff K. Davis, CFA, Managing Director, will be the featured speaker at the September 17, 2013 meeting of the Memphis Chapter of ACG Tennessee. His topic will be: “Corporate Leveraged Recapitalizations and the Role of Solvency Opinions” The market for … Continued
Mercer Capital Managing Director Timothy R. Lee, ASA recently co-authored an article that was published in the July/August 2013 issue of The Value Examiner, a publication of The National Association of Certified Valuators and Analysts (NACVA) The article, titled “16 … Continued
The August 2013 issue of Mercer Capital’s Bank Watch is now available at www.mercercapital.com.
The latest issue of Mercer Capital’s Construction Industry newsletter is available now, providing perspective on valuation issues pertinent to the construction industry, including residential, commercial, civil, paving, concrete, and more.
The new issue of the Financial Reporting Valuation Flash features the article, “Portfolio Valuation Can Be Complex, Risky.”
The lead article is “YOUR BUSINESS WILL CHANGE HANDS: Important Valuation Concepts to Understand.” Also included are M&A Metrics, an ESOP update, and articles of interest from the web.
Mercer Capital is pleased to announce the additions of Mr. Chad M. Giganti and Ms. Madeleine L. Harrigan to our professional staff as Financial Analysts.
Mercer Capital is pleased to announce that Eden G. Stanton, CFA, has been promoted to the position of vice president. In addition, Alex M. Barry and Whitney L. Faust have been promoted to the position of senior financial analysts.
In the July 2013 issue of Bank Watch, we take a look at various articles of interest for community banks from around the web.