Specialty Finance

Mercer Capital provides specialty finance companies—including nonbank lenders, leasing and factoring firms, specialty credit platforms, and other alternative finance providers—with independent valuation, transaction advisory, litigation support, and related financial services

Mercer Capital provides independent valuation and related advisory services to specialty finance companies across a range of lending and asset-based business models. Mercer Capital provides services related to transactions, ownership changes, strategic planning, financial reporting, and dispute-related matters for public and private specialty finance organizations.

Our professionals have experience valuing specialty finance businesses, with an understanding of portfolio performance, credit risk, underwriting practices, funding structures, and regulatory considerations. We deliver independent, well-supported analyses that inform decision-making and withstand scrutiny from investors, lenders, regulators, and other stakeholders.

What We Do

Services Overview

  • Gift, Estate, and Income Tax Compliance

  • Buy-Sell Agreements

  • Employee Stock Ownership Plans

  • M&A Representation Services

  • Fairness and Solvency Opinions

  • ESOP Advisory Services

  • Quality of Earnings Assessments

  • Portfolio Valuation Services

  • Purchase Price Allocation

  • Impairment Testing

  • Equity-Based Compensation Valuation

  • 280G Golden Parachute Valuation

  • Shareholder Disputes, Corporate Restructuring, and Dissolution

  • Family Law and Divorce

  • Tax-Related Controversies

  • Business Damages and Lost Profits

  • Valuation, Labor, and Contract Disputes

  • Consultation, Testimony, & Support

Key Contacts