Samantha Albert is a vice president with Mercer Capital. Samantha is experienced in the valuation of companies across a variety of industries, providing valuation analyses related to intangible assets, contractual agreements, and complex capital structures. She has specific experience working with trucking companies and related enterprises, as well as asset-holding entities.
Samantha publishes research on valuation issues related to the trucking industry in the newsletter Value Focus: Transportation and Logistics. She is involved in the valuation of trucking companies for a variety of purposes, including corporate planning, estate and gift tax planning, mergers and acquisitions, profit sharing plans, compliance matters, litigation support, and ESOPs.
In addition, Samantha is a member of the firm’s Gift, Estate, and Income Tax Planning and Compliance services group. As part of the group, she contributes to the firm’s Value Matters® newsletter.
Samantha also works regularly on complex valuation assignments related to litigated matters.
Professional Memberships
- The American Society of Appraisers
- The American Institute of Certified Public Accountants
Professional Designations
- Accredited Senior Appraiser (The American Society of Appraisers)
- Accredited in Business Valuation (The American Institute of Certified Public Accountants)
- Successfully completed Level I of the Chartered Financial Analyst exam (The CFA Institute)
Education
- University of the South, Sewanee, Tennessee (B.A., Economics and Spanish, 2012)
