Krause Brokerage Services recently acquired LTC Solutions. Mercer Capital served as financial advisor.
Krause Brokerage Services recently acquired LTC Solutions. Mercer Capital served as financial advisor.
Simmons First National Corporation recently acquired Landmark Community Bank and Triumph Bancshares, Inc. Mercer Capital provided the fairness opinions on these two transactions.
Mercer Capital is pleased to welcome Mr. Brandon Eyabi, to our professional staff as a Financial Analyst and Ms. Shaterra Pryor to our professional staff as a Marketing Associate.
Lucas M. Parris, CFA, ASA-BV/IA and Jay D. Wilson, CFA, ASA, CBA have been promoted to Senior Vice President.
Tim Lee, in his capacity as a member of The ESOP Association’s Valuation Advisory Committee, co-authored an article in TEA’s March 2021 ESOP Report newsletter in and is a primary contributing author to TEA’s newly released Issue Brief #24 “The Value of Control in ESOP Transactions & Plan Year Valuations.”
Karolina Calhoun, CPA/ABV/CFF, vice president, is speaking at the Georgia Society of CPAs virtual GSCPA Decision Makers Conference on Thursday, April 22, 2021. Karolina’s topic is “Cautionary Tales of Valuation Adjustments and Potential Forensic Implications in Litigation.”
Chris Mercer will participate in the session entitled, “Business Valuation Potpourri” at the Connecticut Chapter of the American Academy of Matrimonial Lawyers on April 5, 2021.
Mercer Capital is a proud sponsor of the 2021 Transitions Spring Conference. The conference is sponsored by Family Business Magazine and is the only conference created for families, by families. Travis W. Harms, CFA, CPA/ABV, senior vice president and leader of Mercer Capital’s Family Business Advisory practice, will be attending and speaking at the conference.
Karolina Calhoun, CPA/ABV/CFF, vice president, is presenting “What Attorneys Should Know About Valuations of Closely Held Businesses” at the Tennessee Trial Lawyers Association’s “Memphis Family Law Seminar 2021.” The event will be held virtually on Thursday, March 18, 2021 (8:00 AM – 4:00 PM CT).
Z. Christopher Mercer (Founder and CEO of Mercer Capital) and Travis W. Harms (Senior Vice President) will present a three-part webinar series on their most recent book, “Business Valuation: An Integrated Theory, 3rd Edition.”
Chris Mercer and Travis Harms’ newest book, Business Valuation: An Integrated Theory, Third Edition (John Wiley & Sons, Inc.), is now available for purchase on Amazon at wiley.com. This revised and updated book explores the core concepts of the integrated theory of business valuation and adapts the theory to reflect how the market for private business actually works. The authors, two experts on the topic of business valuation, help readers translate valuation theory into everyday valuation practice.
Three of Mercer Capital’s professionals are on the agenda to speak at the 2020 Forensic & Valuation Services Conference hosted by the American Institute of CPAs. This event will be held virtually on November 9-11, 2020.
Jay D. Wilson, Jr., CFA, ASA, CBA, vice president, contributed the chapter to recently published book, The Technological Revolution in Financial Services: How Banks, FinTechs, and Customers Win Together (University of Toronto Press, University of Toronto).
Karolina Calhoun, CPA/ABV/CFF and Hubert Klein, CPA/ABV/CFF (EisnerAmper) participated in the recent AICPA Forensic and Valuation Services (FVS) podcast entitled “Valuation Dates in a Litigation Context.”
Karolina Calhoun, CPA/ABV/CFF, Vice President, has been appointed as the Valuation Chair of the 2020 & 2021 AICPA Forensic & Valuation Services Conference.
Mercer Capital served as a financial advisor to Sharonview Federal Credit Union, which announced on July 15, 2020, plans to purchase two branches of Bank of OZK (Nasdaq: OZK) in Hilton Head and Bluffton, South Carolina. The deal for these acquisitions is set to close in the fourth quarter of 2020.
Mercer Capital is pleased to announce three promotions and the addition of three new members to our analytical staff.
Two Mercer Capital professionals will be speaking at the upcoming Business Valuation and Financial Litigation Virtual Super Conference. This conference takes place on June 18-20, 2020, and is hosted by the National Association of Certified Valuators and Analysts (NACVA).
Travis Harms, CFA, CPA/ABV, Senior Vice President of Mercer Capital, authored the article “Tips on Interviewing Valuation Firms” in Family Business Magazine’s May/June issue.
Bryce Erickson, ASA, MRICS, Senior Vice President, is on the agenda to participate in the Choice, Governance & Acquisition of Entities Webcast. This event is sponsored by the Business Law Section of the State Bar of Texas and will take place on May 22, 2020.
Tim Lee, Managing Director of Mercer Capital, contributed chapter 2, “Control in ESOP Valuations” to the new book The Fiduciary’s Guide to ESOP Valuation published by The National Center for Employee Ownership.
Mercer Capital is pleased to introduce the Auto Dealer Valuation Insights Blog, a weekly update on issues important to the auto dealer industry.
On January 23, 2020, Nashville-based CapStar Financial Holdings, Inc. (NASDAQ: CSTR), the parent company of CapStar Bank, announced a definitive merger agreement with FCB Corporation, its wholly-owned subsidiary The First National Bank of Manchester, and The Bank of Waynesboro providing … Continued
Mercer Capital is pleased to announce the release of the 2019 Energy Purchase Price Allocation Study. This study provides a detailed analysis and overview of valuation and accounting trends in different subsectors of the energy space for the 2018 calendar year.