Transaction Advisory, Investment Management

December 16, 2019

Will Your Succession be Successful?

A Few Things RIAs Need to Know

We’ve hesitated to put together a whitepaper on succession planning because so many people have already written excellent commentary on the topic. Nonetheless, when we surveyed what had been written about succession for RIAs, we didn’t see the kind of nuts and bolts explanation of the corporate finance aspects of succession.

The industry is facing at least three major factors: an aging ownership base, an aging bull market, and – paradoxically – an exponential increase in the sources of capital to sell, grow, or transition. Despite the headline emphasis on consolidation, investment management is still an apprenticeship business model and, therefore, internal succession will be the order of the day for most firms.

We hope you will find our whitepaper on the topic both unique and useful. We are here to help you succeed at succession. Click the whitepaper below to download.

>>Click Here to Download<<

 

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Mercer Capital Announces Promotions of John W. Farris and P. Brown Myers
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Mercer Capital is pleased to announce the promotions of John W. Farris and P. Brown Myers to Senior Financial Analyst.Both John and Brown joined Mercer Capital on July 11, 2023, and have contributed to the firm’s work across a range of valuation and advisory engagements.John serves on Mercer Capital’s Transaction Advisory & ESOP service group and the Agribusiness industry team and earned a B.S. in Finance and Economics from the University of Alabama in 2023.Brown serves on the Financial Institutions service group and the FinTech and Transportation industry teams. He earned a B.A. in Economics from Sewanee: The University Of The South in 2023.Each professional has experience in a broad range of valuation engagements, including bank valuations, franchise valuations, transaction consulting, corporate planning and reorganizations, financial reporting, fairness opinions, employee stock ownership plans, and estate and gift tax planning and compliance matters.Mercer Capital looks forward to their continued contributions to the firm and its clients.
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