TRANSACTION ADVISORY SERVICES

Mercer Capital provides investment banking, transaction advisory, and restructuring services to a broad range of public and private companies and financial institutions.

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Mercer Capital leverages our historical valuation and investment banking experience to help you navigate a critical transaction, providing timely, accurate and reliable results. We have significant experience advising boards of directors, management, trustees, and other fiduciaries of middle-market public and private companies in a wide range of industries.

Whether you are selling your business, acquiring another business or division, or have needs related to mergers, valuations, fairness opinions, and other transaction advisory needs, we can help.

Contact a Mercer Capital professional to discuss your needs in confidence.

Transaction Advisory Services

M&A Representation Services

Clients hire us with several goals in mind: To maximize net proceeds, ensure transaction closure and achieve the best possible terms with confidentiality, speed and minimal burden on ownership and management.

Fairness Opinions

Mercer Capital’s comprehensive valuation and transaction experience with public and private capital companies empowers us to efficiently provide unbiased fairness opinions that can rely on to assure stakeholders that the decisions being made are fair and reasonable.

ESOP Advisory Services

Mercer Capital understands ESOPs because we ourselves are an ESOP company. We provide annual appraisals for ESOP trustees as well as fairness opinions and other valuation-related services for ESOP companies and financial institutions.

Quality of Earnings

Mercer Capital assists clients by developing and performing customized due diligence procedures for potential transactions. Our focused approach to quality of earnings analysis generates Insights That Matter to potential buyers and sellers.

Bankruptcy and Restructuring Advisory

Restructuring businesses need trustworthy independent financial advisors who can provide timely, relevant and useful advice on a range of strategic matters related to the bankruptcy and restructuring process.

Solvency Opinions

Mercer Capital renders solvency opinions on behalf of companies that are undergoing a transaction in which a significant amount of debt is assumed to fund shareholder dividends, an LBO, acquisition or other such transaction that materially levers the company’s capital structure.

UPDATE

Transaction News Advisor

The Transaction News Advisor, published monthly, covers selected M&A, private equity, and credit and capital market transactions of note. Each month we also feature a Market Snaphot, and recent Mercer Capital Transactions.

Read the Latest Issue

Research and Resources

EXPERIENCE
Recent Representative Transactions
Mercer Capital provides investment banking, transaction advisory, and restructuring services to a broad range of public and private companies and financial institutions. Check out some of our recent engagements.
QUALIFICATIONS
Transaction Advisory Qualifications
Mercer Capital provides transaction advisory services to a broad range of public and private companies and financial institutions. Mercer Capital has successfully executed mergers & acquisitions and other services for a broad array of middle-market companies since the mid-1980s.
Whitepaper
Buy-Side Considerations
For most middle-market companies, especially those that have not been acquisitive in the past, executing on a single acquisition (much less a broader acquisition strategy) can be fraught with risk. There are many elements, from finding the right targets, to pricing the deal correctly, to successfully integrating the acquired business that could derail efforts to build shareholder value through acquisition. In this whitepaper, we cover buy-side topics from the perspective of middle-market companies looking to enter the acquisition market.
Whitepaper
Selling Your Business
Selling your business is a daunting exercise that requires careful preparation and real-time vigilance. In this whitepaper, we define some practical steps business owners can take to ready their businesses for the best transaction outcome.
Whitepaper
Quality of Earnings Analysis
For buyers and sellers, the stakes in a transaction are high. You only get one chance to do it right. In this whitepaper, we illustrate how buyers and sellers benefit from a quality of earnings report that extracts a company’s sustainable earning power from the thicket of historical GAAP earnings. We review the most common earnings adjustments applied in QofE analyses and review the role of working capital and capital expenditures as the links between EBITDA and cash flow available to buyers.

Nicholas J. Heinz, ASA

Managing Director

Jeff K. Davis, CFA

Managing Director

Timothy R. Lee, ASA

Managing Director

Timothy K. Bronza, CPA, ASA

Managing Director

Bryce Erickson, ASA, MRICS

Managing Director

Travis W. Harms, CFA, CPA/ABV

President

J. David Smith, ASA, CFA

Senior Vice President

Jay D. Wilson, Jr., CFA, ASA, CBA

Senior Vice President

John T. (Tripp) Crews, III, ABV

Vice President

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