Lucas M. Parris, CFA, ASA-BV/IA and Jay D. Wilson, CFA, ASA, CBA have been promoted to Senior Vice President.
Lucas Parris leads Mercer Capital’s Financial Reporting Valuation Group, providing public and private clients with fair value opinions and related assistance pertaining to goodwill and other intangible assets, purchase price allocation, stock-based compensation, and illiquid financial assets.
Lucas also leads Mercer Capital’s Insurance Industry Team, specializing in valuation and advisory services for insurance agencies, brokerages, underwriters, third-party administrators, and other industry service providers.
Jay Wilson leads Mercer Capital’s Financial Technology Industry Team and is the author of Creating Strategic Value Through Financial Technology (John Wiley & Sons, 2017). He is also a senior member of Mercer Capital’s Depository Institutions practice.
Jay is involved in the valuation of financial institutions and FinTech companies for a variety of purposes including mergers and acquisitions, corporate planning, compliance matters, profit sharing plans, ESOPs, and estate and gift tax planning.
“A professional services firm grows when its people grow,” said Matt Crow, president. “Both Jay and Lucas have been with Mercer Capital since 2004 and have grown their capabilities and careers here. They are both a tremendous asset to the firm and this promotion is well deserved.”
Mercer Capital is a national business valuation and financial advisory services firm. We offer a broad range of services, including corporate valuation, financial institution valuation, financial reporting valuation, gift and estate tax valuation, M&A advisory, fairness opinions, ESOP and ERISA valuation services, and litigation and expert testimony consulting.
