Mercer Capital is again proud to sponsor the Association of Trust Organizations’ 2024 Annual Meeting.
Matthew R. Crow, CFA, ASA, Brooks K. Hamner, CFA, ASA, and Zachary W. Milam, CFA are attending the meeting in Frisco, Texas on September 22 – 24, 2024.
Matt is CEO of Mercer Capital and leads the firm’s investment management industry team. He has been with the firm for nearly thirty years. The investment management industry team provides valuation and corporate finance services to RIAs, independent trust companies, broker-dealers, and investment consulting firms. These services support corporate planning and strategy, compensation structure, transactions, qualified plans, tax planning and compliance, and dispute resolution. Matt publishes research related to the industry and is a regular contributor to Mercer Capital’s weekly blog, RIA Valuation Insights.
Brooks is a senior vice president at Mercer Capital and 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 business. As a senior member of the firm’s Investment Management Industry team, Brooks publishes research related to the investment management industry and is a regular contributor to Mercer Capital’s blog regarding the investment management community, RIA Valuation Insights.
Zach 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.
