Mercer Capital is pleased to announce that Michael Sousoulas has been promoted to the position of Senior Financial Analyst.
Mercer Capital is pleased to announce that Michael Sousoulas has been promoted to the position of Senior Financial Analyst.
Mercer Capital will be attending and presenting at the 2019 Acquire or Be Acquired (AOBA) Conference, January 27-29 in Phoenix, Arizona.
Karolina Calhoun, CPA/ABV/CFF, vice president, will present “Business Valuations and Quality of Earnings in M&A Transactions” at the Financial Executives International (FEI) Memphis Chapter’s monthly meeting on Januar 21st. In this presentation, Karolina will provide an overview of valuation and quality of earnings as well as when to use each, how are the two different, and how can the two overlap.
Chris Mercer, FASA, CFA, ABAR, Founder and CEO of Mercer Capital, authored the recent article “How Can You Use Bank Valuation Concepts to Influence How You Think and Lead” printed in Extraordinary Banker Magazine, Issue No. 28.
Scott A. Womack, senior vice president, will present “Critical Issues in Divorce Valuations” to the Family Law Conference for Tennessee Attorneys in Nashville, Tennessee (December 6th).
The Memphis Bar Association is sponsoring a CLE event on Friday, December 13th entitled “Business Valuation 101.” Mercer Capital professionals Karolina Calhoun, CPA/ABV/CFF and David W. R. Harkins are the speakers.
Bryce Erickson, ASA, MRICS, Senior Vice President, will present “From Deed to Bank: Valuing Mineral and Royalty Interests” to the Fort Worth Association of Professional Landmen on November 21, 2019.
Timothy R. Lee, ASA, managing director, will be attending the Employee Owned 2019 Conference and Trade Show sponsored by the ESOP Association. Additionally, Tim with be moderating the panel “Negotiating Protections for the ESOP (or Seller) After the Sale” with C. Grant McCorkhill (Holland & Knight LLP) and Sharon B. Hearn (Krieg DeVault LLP). The conference will be held November 13-15 in Las Vegas, NV.
Three of Mercer Capital’s professionals are on the agenda to speak at the 2019 AICPA Forensic & Valuation Services Conference held in Las Vegas, NV (November 4-6, 2019).
Scott A. Womack, ASA, MAFF, Senior Vice President, will present “Will Kress v. US Change Your Life? Or Will It Change Your Valuation Practice?” at the upcoming Forensic and Valuation Services Conference hosted by the Tennessee Society of CPAs (October 23rd).
Samantha L. Albert, senior financial analyst, has earned the right to use the Accredited Senior Appraiser (ASA) designation in the business valuation discipline by the American Society of Appraisers.
Two Mercer Capital professionals, Matthew R. Crow and Brooks K. Hamner will participate in a valuation panel at the CFA Society of New York’s upcoming Private Wealth Managers, Succession Plans: Handing Off the Baton event.
Scott A. Womack, ASA, MAFF, Senior Vice President of Mercer Capital, will present a session on dealership valuation and family transition and also participate in a buy-sell panel at the 2019 Controllers’ Roundtable. This event is hosted by Lane Gorman Trubitt and will take place on October 17 & 18 in San Antonio, TX.
Z. Christopher Mercer will participate in the panel discussion, “The Value in Discounting Discounts – Partial Interest Valuations and Discounts” at the 2019 IRS Valuation Summit on October 16, 2019 in Washington, DC. Hosted by the Appraisal Institute, panel participants also include Philip Jones, CPA, ASA, CFE (Cushman & Wakefield), Phillip Schwab (Stout), Espen Robak (Pluris Valuation Advisors LLC), and M. Ronald Lipman (Frizzell & Mitchell).
On July 2, 2019, Pinnacle Bank, a wholly-owned subsidiary of Pinnacle Financial Partners Inc. (NASDAQ: PNFP), acquired Nashville, Tennessee-based Advocate Capital Inc. for $59.0 million of cash consideration. Mercer Capital served as the exclusive financial advisor to Advocate Capital.
Chris Mercer will present “Valuation Perspectives for Private Business Owners: Focus on Unlocking Private Company Wealth and Buy-Sell Agreement” at the upcoming NAVIX Compass Meeting on September 27, 2019 in Atlanta, Georgia. This presentation will discuss concepts from Chris’ books, Buy-Sell Agreements for Closely Held and Family Business Owners and Unlocking Private Company Wealth.
Mercer Capital served as a financial advisor and rendered a financial opinion to Scottsville, Kentucky-based FNB Financial Corp., which announced on September 18, 2019 that it had entered into a definitive merger agreement to be acquired by Nashville, Tennessee-based FB Financial Corporation (NYSE: FBK). The transaction is expected to close during the first quarter of 2020.
Matthew R. Crow, ASA, CFA will participate in the panel discussion “Business Challenges Facing Investment Advisers” at the 2019 Leadership Conference hosted by the Investment Advisor Association (IAA) on September 26th.
Bryce Erickson, ASA, MRICS is on the agenda to speak at the 2019 DUG Eagle Ford Conference (September 25).
Brooks Hamner, Vice President, Zachary Milam, Senior Financial Analyst, and Taryn Burgess, Senior Financial Analyst, will be attending and exhibiting at the 2019 Bob Veres’ Insider’s Forum in Nashville, Tennessee (September 11-13, 2019).
Mercer Capital analysts excelled in this year’s Chartered Financial Analyst (CFA) exam, achieving a 100% pass rate for the Level III professional designation exam, which is sponsored by the CFA Institute. This designation is recognized around the world as the … Continued
Two Mercer Capital professionals will be speaking at the ASA 2019 Advanced Business Valuation Conference in New York on August 26th. Z. Christopher Mercer, FASA, CFA, ABAR will present “Best Ways to Create a Strong Referral Network” with Jay E. Fishman, FASA (Financial Research Associates). Bryce … Continued
Karolina Calhoun, CPA/ABV/CFF, vice president, will present “Business Valuations and Quality of Earnings in M&A Transactions” at the Association for Corporate Growth (ACG) Tennessee Chapter’s monthly meeting on August 22. In this presentation, Karolina will provide an overview of valuation and quality … Continued
Matthew R. Crow, ASA, CFA will present “What’s an RIA Worth? Assessing the Value of an Investment Management Firm” at the CalCPA FSS Business Valuation Section Meeting in Oakland, California on August 15th.