INDUSTRIES

Depository Institutions

Mercer Capital has extensive experience assisting banks, thrifts, and credit unions with corporate valuation requirements, transactional advisory services, financial reporting, and strategic decisions

Mercer Capital has extensive experience assisting banks, thrifts, and credit unions with corporate valuation requirements, transactional advisory services, financial reporting, and strategic decisions

NEW BOOK: Creating Strategic Value Through Financial Technology

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Getting It Right: Loan Valuation and Credit Marks in Today’s M&A Market

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Recent Representative Transactions

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Frequently Asked Questions

What's my bank worth?

To answer, we decompose this question into two parts: what factors drive value and how do we measure these factors’ impact on value?

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Can you help me with FinTech?

We can educate your board and help you assess possible FinTech opportunities and strategies.

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What is your experience helping banks transact?

Whether considering an acquisition, a sale, or planning for future growth, we have the experience required to help.

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What is your experience with loan portfolio and core deposit valuations?

We work extensively with our clients to provide all the information you need to meet the complex financial reporting requirements for an acquisition.

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Services


Corporate Valuation

  • Bank Valuation
  • ESOPs/Qualified Plans
  • Gift, Estate, and Income Tax Compliance
  • Buy-Sell Agreements

Transaction Advisory

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Strategic Planning

Financial Reporting

  • 280G Golden Parachute Valuation
  • Core Deposits and Other Customer Related Intangible Assets
  • Equity-Based Compensation Valuation
  • Fixed Term Liabilities
  • Impairment Testing
  • Loan Portfolio Valuation
  • Portfolio Valuation Services

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

Corporate Valuation

  • Bank Valuation
  • ESOPs/Qualified Plans
  • Gift, Estate, and Income Tax Compliance
  • Buy-Sell Agreements

Transaction Advisory

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Strategic Planning

Financial Reporting

  • 280G Golden Parachute Valuation
  • Core Deposits and Other Customer Related Intangible Assets
  • Equity-Based Compensation Valuation
  • Fixed Term Liabilities
  • Impairment Testing
  • Loan Portfolio Valuation
  • Portfolio Valuation Services

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

Research and Resources