Two members of Mercer Capital’s RIA team, Brooks K. Hamner, CFA, ASA and Zachary W. Milam, CFA will be attending the 2022 Annual Meeting of the Association of Trust Organizations in Las Vegas on September 18-19, 2022.
Brooks is a senior member of the firm’s Investment Management Industry team. The team provides RIAs, independent trust companies, traditional and alternative asset managers, wealth management firms, broker-dealers, and investment consultants with valuation services related to corporate planning and reorganization, litigated matters, transactions, employee stock ownership plans, and tax issues as well as valuations of intangible assets, options, and assets subject to specific contractual restrictions. Brooks also consults with investment management clients in the process of buying other RIAs or selling their businesses.
Zachary Milam is a vice president with Mercer Capital. Zach has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters. As a member of the firm’s Investment Management Industry team, Zach publishes research related to the investment management industry and is a regular contributor to Mercer Capital’s blog, RIA Valuation Insights.