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Financial Technology

Mercer Capital provides FinTech companies, from start-ups to more mature companies, and their partners with valuation, financial advisory, and consulting services

Mercer Capital provides FinTech companies, from start-ups to more mature companies, and their partners with valuation, financial advisory, and consulting services

FinTech Snapshot

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Understand the Value of Your Payment Company

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Mercer Capital's FinTech Industry Newsletter

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Frequently Asked Questions

What is the valuation 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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Can you help with more than valuation?

We provide a range of services to FinTech companies in a variety of FinTech niches as well as banks seeking a FinTech solution.

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Meet the Team

Jay D. Wilson, Jr., CFA, ASA, CBA

Senior Vice President

(469) 778-5860 | Email | View Bio

Jeff K. Davis, CFA

Managing Director

(615) 345-0350 | Email | View Bio

Daniel P. McLeod, CFA

Vice President

(901) 322-9716 | Email | View Bio

Luke Tanner

Financial Analyst

(469) 904-6719 | Email | View Bio

Jay D. Wilson, Jr., CFA, ASA, CBA

Senior Vice President

(469) 778-5860

Email

View Bio

Jeff K. Davis, CFA

Managing Director

(615) 345-0350

Email

View Bio

Daniel P. McLeod, CFA

Vice President

(901) 322-9716

Email

View Bio

Luke Tanner

Financial Analyst

(469) 904-6719

Email

View Bio

Services

Corporate Valuation

We serve FinTech companies in a variety of niches, as well as banks seeking a FinTech solution.

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

Financial Reporting

We serve FinTech companies in a variety of niches, as well as banks seeking a FinTech solution.

  • Bankruptcy and Restructuring Advisory
  • Equity-Based Compensation
  • Valuation Impairment Testing
  • Purchase Price Allocation

Transaction Advisory

We serve FinTech companies in a variety of niches, as well as banks seeking a FinTech solution.

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Solvency Opinions
  • Due Diligence Services

Litigation Support

We serve FinTech companies in a variety of niches, as well as banks seeking a FinTech solution.

  • 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

We serve FinTech companies in a variety of niches, as well as banks seeking a FinTech solution.

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

Financial Reporting

We serve FinTech companies in a variety of niches, as well as banks seeking a FinTech solution.

  • Bankruptcy and Restructuring Advisory
  • Equity-Based Compensation
  • Valuation Impairment Testing
  • Purchase Price Allocation

Transaction Advisory

We serve FinTech companies in a variety of niches, as well as banks seeking a FinTech solution.

  • ESOP Advisory Services
  • Fairness Opinions
  • M&A Representation Services
  • Solvency Opinions
  • Due Diligence Services

Litigation Support

We serve FinTech companies in a variety of niches, as well as banks seeking a FinTech solution.

  • 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

Qualifications
Valuation and Corporate Finance Services for the FinTech Industry
Mercer Capital provides FinTech companies with business valuation and financial advisory services across the corporate lifecycle with clients ranging from early-stage start-ups to high-growth FinTech “unicorns” to more mature, late-stage companies.
Book
Creating Strategic Value Through Financial Technology
FinTech is not solely a threat to community banks—it’s an opportunity. Through successfully leveraging FinTech, community banks can level the playing field with larger banks and non-bank lenders, as they improve their profitability, performance, customer satisfaction, and value. Creating Strategic Value Through Financial Technology shows you how.
Article
Creating Value at Your Community Bank Through Developing a FinTech Framework
Banks face a conundrum of whether they should build their own FinTech applications, partner, or acquire. FinTech companies face similar questions, though the questions are viewed through the prism of customer acquisition rather than applications. We can help both sides navigate the decision process.
Article
Is FinTech an Opportunity or a Threat?
While many bankers view FinTech as a significant threat, FinTech also has the potential to assist the community banking sector. FinTech offers the potential to improve the health of community banks by enhancing performance and improving profitability and ROEs back to historical levels.
Article
Are Market Conditions Driving More FinTech Partnerships and M&A?
The right combination of technology and financial services through either partnerships or M&A has significant potential to create value for both FinTech companies and traditional financial institutions.
Article
Quality Of Earnings Study: The “Combine” to Help Harvest Top FinTech Acquisition Targets
This article discusses a number of considerations that buyers may want to assess when performing due diligence on a potential FinTech target. While the ultimate goal is to derive a sound analysis of the target’s earning power and potential, there can be a number of different avenues to focus on, and the QoE study should be customized and tailored to the buyer’s specific concerns as well as the target’s unique situations.
Blog Post
The Rise of Robo-Advisors
Robo-advisory has the potential to significantly impact traditional wealth management. It represents a FinTech niche that is similar to the transition from full-service traditional brokers to discount online brokers. The debate about the impact of technology on wealth management has moved on to considerations about how best to respond.