This webinar is presented by SNL Financial on June 26th (11:30 – 12:45pm Central) and features panelists from Mercer Capital, Jones Day, and Alliance Partners. The U.S. leveraged loan market has existed for some time, but in recent years issuance … Continued
The June 2014 issue of Bank Watch is available now, which features the article “Complacent Investors May Need to Reassess the Earning Power of Some Acquirers” written by Jeff Davis. Jeff is a regular editorial contributor to SNL Financial. This … Continued
The most recent issue of Mercer Capital’s Convenience Store Industry quarterly is out. This issue focuses on the Grocery Store segment.
The May 2014 issue of Bank Watch is available now, which features the article “Is It Time for Banks to Rethink Insurance?”. It’s no secret that the number of insurance agency acquisitions by banks and thrifts has declined considerably over … Continued
The newest issue of the Financial Reporting Valuation Flash has been released. This issue introduces readers to Mercer Capital’s Financial Reporting Blog. Mercer Capital is pleased to introduce the Financial Reporting Blog, a weekly update on financial reporting topics curated … Continued
Timothy R. Lee, ASA, managing director, is participating on the panel discussion, “When the Call or Letter Arrives – DOL/IRS Investigations,” at the upcoming 37th Annual Conference of the ESOP Association on May 9, 2014 in Washington, D.C.
Mercer Capital is pleased to announce that Mary Grace McQuiston has been promoted to the position of Senior Financial Analyst. “Mary Grace has demonstrated technical proficiency, determination, and the ability to form strong relationships with clients, with exceptional results,” said … Continued
Mercer Capital is pleased to announce that Treadwell (Tread) B. Thompson, CPA, has been awarded the Accredited in Business Valuation (ABV) designation from the American Institute of Certified Public Accountants. The ABV credential recognizes those with professional experience and education in … Continued
The April 2014 issue of Bank Watch is available now, which features the article “Banks Interested in Asset Managers and Trust Companies.”
Chris is speaking in a general session on the topic of “The Five Really Big Valuation Issues.” He is also participating in two panel discussions.
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. This issue also features the article “Five Trends to … Continued
Mercer Capital launches a new industry newsletter covering the convenience store industry which includes convenience stores, grocery stores, as well as quick-service restaurants (fast food).
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 … Continued
The February 2014 issue of Bank Watch is available. It features two articles: “Second Fairness Opinions” and “Tri-State Capital’s Acquisition of Chartwell Investment Partners: A Blueprint for Asset Manager Transactions.”
Sponsored by The ESOP Association, Banks with ESOPs is a special seminar on the unique challenges of creating and operating an ESOP sponsored by a bank or similar regulated financial entity. Andy Gibbs, leader of Mercer Capital’s Depository Institutions team, will be attending. Tim Lee, managing director, will serve as moderator for the session, “Bank Valuation and Accounting ESOP Considerations.”
In February 2014, Tim Lee, ASA, managing director, will present two 100-minute webinars with L. Paul Hood, Jr.: “Step Up Your Game: Effective Business Appraisal Reporting” and “Omissions & Commissions: Errors, Challenges & Solutions in Business Appraisal Reports.”
The 4th Quarter 2013 issue of Mercer Capital’s Business Development Company industry newsletter has been released.
The January 2014 issue of Bank Watch is available, which features an article by Andy Gibbs titled “2013 Year End Market Recap: Winners and Lesser Winners.”
Mercer Capital is pleased to announce that Sujan Rajbhandary, CFA, has been promoted to the position of vice president. Sujan joined Mercer Capital in 2006 and is a senior member of Mercer Capital’s Financial Reporting Valuation Group.
Five members of Mercer Capital’s professional staff will be attending and exhibiting at the 2014 Heckerling Estate Planning Conference during the week of January 13- 17.
The new issue of the Financial Reporting Valuation Flash contains a selection of items that we have been watching and reflecting upon in the past few months.
The latest issue of this newsletter contains the lead article: “The Defining Elements of a Valuation Engagement: They Are More Important Than You Think.”
The December 2013 issue of Bank Watch is available now, which features an article by Jay Wilson and Chad Giganti titled “Credit Marks on Acquired Loan Portfolios Trend Down During 2013.”
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.