Mercer Capital’s Jeff K. Davis, CFA and Andrew K. Gibbs, CFA, CPA/ABV are presenting at Bank Director’s 2024 Bank Board Training Forum on Monday, September 16th in Nashville, Tennessee. Their session is titled “Bank Director 101: M&A Primer,” and explores the fundamentals of bank M&A, including how boards should approach the decision to buy or sell.
Jeff Davis is the Managing Director of Mercer Capital’s Financial Institutions Group. The Financial Institutions Group works with banks, thrifts, asset managers, insurance companies and agencies, BDCs, REITs, broker-dealers, and financial technology companies. Jeff is a speaker at industry gatherings, including SNL Financial/University of Virginia’s annual analyst training seminar, the ABA, various state banking meetings as well as security industry gatherings. Additionally, he regularly makes presentations to boards of directors and executive management teams. He is periodically quoted in the American Banker, Bloomberg News, and other media outlets. Presently, he is an editorial contributor to S&P Global Market Intelligence.
Andy leads Mercer Capital’s Depository Institutions Group. He provides valuation and corporate advisory services to financial institutions for purposes including mergers and acquisitions, employee stock ownership plans, profit sharing plans, estate and gift tax planning and compliance matters, corporate planning and reorganizations. In addition, he works with financial institutions in merger and acquisition advisory engagements. He assists buyers in evaluating the attractiveness of acquisition candidates, determining a price for the target institution, structuring the transaction, and evaluating different forms of financing. For sell-side clients, Andy analyzes the potential value that the institution may receive upon a sale, assists in locating potential buyers, and participates in negotiating a final transaction price and merger agreement. Finally, Andy participates in projects in a litigated context, including tax disputes, dissenting shareholder actions, and employee stock ownership plan-related matters. Andy is a frequent speaker on topics related to community bank valuation and co-authored the following books: The ESOP Handbook for Banks: Exploring Alternatives for Liquidity While Maintaining Independence, The Bank Director’s Valuation Handbook: What Every Director Must Know About Valuation, and Acquiring a Failed Bank: A Guide to Understanding, Valuing, and Accounting for Transactions in a Distressed Environment, published by Peabody Publishing, LP.
