INDUSTRIES

Investment Management

Mercer Capital provides valuation, transaction, litigation, and related services to a client base consisting of asset managers, wealth managers, independent trust companies, broker-dealers, PE firms and alternative managers, and related investment consultancies

Mercer Capital provides valuation, transaction, litigation, and related services to a client base consisting of asset managers, wealth managers, independent trust companies, broker-dealers, PE firms and alternative managers, and related investment consultancies

Value Focus Investment Management Newsletter

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The Relationship Between AUM Multiples and RIA Performance

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Mercer Capital’s RIA Group Media Mentions

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Frequently Asked Questions

What is my firm worth?

Look beyond simple rules of thumb; investment management firms are valued in the context of the market as a function of their expected returns.

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What is involved in the process?

Every project is different, but most progress from information gathering to research, and then analysis, and then reporting.

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Do I need an industry expert or a valuation expert?

While there are pros and cons to each, we think you need both.

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Who have you worked for?

Discretion is the most important service we offer.

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Services


Corporate Valuation

  • Company Valuation
  • ESOPs/Qualified Plans
  • Gift, Estate, and Income Tax Compliance
  • Buy-Sell Agreements
  • Financial Reporting
  • Portfolio Valuation

Transaction Advisory

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Quality of Earnings Assessments
  • Solvency Opinions

Litigation Support

  • Business Damages and Lost Profits
  • Family Law and Divorce
  • Shareholder Disputes, Corporate Restructuring, and Dissolution
  • Tax-Related Controversies
  • Valuation, Labor, and Contract Disputes

Compensation Consulting

  • Evaluation of current compensation model (amount / structure)
  • Balancing returns to ownership and returns to employees
  • Compensation benchmarking
  • Compensation plan design
  • Alignment of compensation plan and business model

Succession Planning

  • Evaluating succession options
  • Identify the right partners
  • Transition of clients, management, ownership
  • Alignment of succession plan with strategic plan
  • Ongoing consulting and analysis regarding implementation

Corporate Valuation

  • Company Valuation
  • ESOPs/Qualified Plans
  • Gift, Estate, and Income Tax Compliance
  • Buy-Sell Agreements
  • Financial Reporting
  • Portfolio Valuation

Transaction Advisory

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Quality of Earnings Assessments
  • Solvency Opinions

Litigation Support

  • Business Damages and Lost Profits
  • Family Law and Divorce
  • Shareholder Disputes, Corporate Restructuring, and Dissolution
  • Tax-Related Controversies
  • Valuation, Labor, and Contract Disputes

Compensation Consulting

  • Evaluation of current compensation model (amount / structure)
  • Balancing returns to ownership and returns to employees
  • Compensation benchmarking
  • Compensation plan design
  • Alignment of compensation plan and business model

Succession Planning

  • Evaluating succession options
  • Identify the right partners
  • Transition of clients, management, ownership
  • Alignment of succession plan with strategic plan
  • Ongoing consulting and analysis regarding implementation

Research and Resources