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.
The lead article in the June 2013 issue of Bank Watch is “Old National Repositioning via M&A While Many Others Sit Still,” authored by Jeff Davis, managing director, and originally published on SNL Financial (republished with permission).
Mercer Capital is pleased to announce the addition of Mr. J. Taliaferro M. Oates to our professional staff as a Financial Analyst.
Mercer Capital’s Asset Management Industry newsletter focuses on mutual fund companies this quarter.
Timothy R. Lee, ASA, Managing Director of Corporate Valuation, was recently appointed to the Valuation Advisory Committee of The ESOP Association. The ESOP Association’s Valuation Advisory Committee is a panel of noted ESOP professionals from across the country that advise the Association on topical issues related to valuation.
Business development companies are an important and growing source of funding for middle market companies. Along with private equity and other investment funds, BDCs provide billions of dollars of investment capital to private companies in every segment of the economy. … Continued
The lead article in the April 2013 issue of Bank Watch is “Process of Elimination Becomes the Catalyst,” authored by Jeff Davis, managing director, and originally published on SNL Financial (republished with permission). The article begins … An old market … Continued
Nicholas J. Heinz, ASA (Nick) leads Mercer Capital’s corporate employee stock ownership plan practice and Andrew K. Gibbs, CFA, CPA/ABV (Andy) leads Mercer Capital’s financial institutions employee stock ownership plan practice.They will be attending the upcoming annual conference of the … Continued
If you missed the webinar originally aired on March 28, 2013, view the replay here. In this webinar, “How To Profit on a Distressed Transaction,” Mercer Capital’s Jeff K. Davis takes a look at the opportunities and pitfalls or making an acquisition of a “turnaround” bank.
Mercer Capital’s Asset Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants. Each issue includes a segment focus, market overview, mergers and acquisitions review, and more. Segments covered are mutual fund companies (1st quarter), traditional asset mangers (2nd quarter), alternative asset managers (3rd quarter), and trust banks (4th quarter).
The lead article in the March 2013 issue of Bank Watch is “What to Make of the Bank Stock Rally?,” authored by Jeff Davis, managing director, and originally published on SNL Financial (republished with permission). The article begins … Banks … Continued
Jeff K. Davis, CFA, Managing Director of Mercer Capital’s Financial Institutions Group authors a blog for SNL Financial titled “Nashville Notes.” His three most recent entries are: Fair prices and ag lending – good as gold (March 6, 2013) Crestview … Continued
Jay D. Wilson, Jr., vice president, has earned the right to use the Accredited Senior Appraiser (ASA) designation in the business valuation discipline from the American Society of Appraisers. Earning the designation requires a minimum of five years or 2,000 … Continued
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 is buy-sell agreement valuation … Continued
In this 30-minute webinar, presented February 12, 2013, Mercer Capital’s Jeff Davis outlines the expectations for bank M&A in 2013, which follows a modest pick-up in activity in 2012 vis-à-vis 2011.
Register today for the next webinar: Understand the Deal Considerations That Impact You.
Jeff K. Davis, CFA, Managing Director of the Financial Institutions Practice and Timothy R. Lee, ASA, Managing Director of the Corporate Valuation Practice were recently quoted in two separate publications on the topic of M&A in 2013. Both Davis and Lee have substantial experience helping depository institutions and middle-market companies transact.