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Text Content

 * ⌂
 * Obtain a Proposal
 * Careers
   
 * Contact Us

🔎 Search for:
 * About Us
    * About Mercer Capital
    * Professionals
    * Careers
    * News

 * Industries
    * Industry Coverage Publications
    * Financial Institutions
      * Credit Unions
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      * Financial Technology
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      * Investment Management
      * PE Firms & Other Financial Sponsors
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    * Asset Holding Companies
      * Family Limited Partnerships
      * Limited Liability Companies

 * Services
    * Business Valuation
      * Buy-Sell Agreement Valuation
      * Corporate Valuation
      * Employee Stock Ownership Plans
      * Gift, Estate, and Income Tax Compliance
    * Transaction Advisory
      * M&A Representation Services
      * Fairness Opinions
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      * Solvency Opinions
    * Services for Depository Institutions
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      * Transaction Advisory for Banks
    * Financial Reporting Valuation
      * Impairment Testing
      * Portfolio Valuation Services
      * Purchase Price Allocation
      * Equity-Based Compensation Valuation
      * 280G Golden Parachute Valuation
    * Litigation Support
      * Business Damages and Lost Profits
      * Family Law and Divorce
      * Shareholder Disputes
      * Tax-Related Controversies
      * Valuation, Labor, and Contract Disputes
      * Consultation, Testimony, and Support
    * Family Business Advisory Services

 * Insights
    * Articles
      * Bankruptcy & Restructuring
      * Buy-Sell Agreements
      * Case Review
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      * ESOPs
      * Family Business Advisory
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Mercer Capital › Industries › Financial Institutions › Investment Management
✉ Mail ⎙ Print

 * Investment Management
 * FAQs
 * Services
 * Team
 * Blog
 * Research
 * 
 * Newsletter

Investment Management
 * * Investment Management
   * FAQs
   * Services
   * Team
   * Blog
   * Resources
   * Related Industries

▴


INDUSTRIES


INVESTMENT MANAGEMENT


MERCER CAPITAL PROVIDES VALUATION, TRANSACTION, LITIGATION, AND RELATED SERVICES
TO A CLIENT BASE CONSISTING OF ASSET MANAGERS, WEALTH MANAGERS, INDEPENDENT
TRUST COMPANIES, BROKER-DEALERS, PE FIRMS AND ALTERNATIVE MANAGERS, AND RELATED
INVESTMENT CONSULTANCIES


MERCER CAPITAL PROVIDES VALUATION, TRANSACTION, LITIGATION, AND RELATED SERVICES
TO A CLIENT BASE CONSISTING OF ASSET MANAGERS, WEALTH MANAGERS, INDEPENDENT
TRUST COMPANIES, BROKER-DEALERS, PE FIRMS AND ALTERNATIVE MANAGERS, AND RELATED
INVESTMENT CONSULTANCIES


VALUE FOCUS INVESTMENT MANAGEMENT NEWSLETTER

VIEW NEWSLETTER


WHITEPAPER RELEASE: ASSESSING EARNINGS QUALITY IN THE INVESTMENT MANAGEMENT
INDUSTRY

VIEW BLOG POST


MERCER CAPITAL’S RIA GROUP MEDIA MENTIONS

VIEW ARTICLES


FREQUENTLY ASKED QUESTIONS


WHAT IS MY FIRM WORTH?

Look beyond simple rules of thumb; investment management firms are valued in the
context of the market as a function of their expected returns.


READ MORE


WHAT IS INVOLVED IN THE PROCESS?

Every project is different, but most progress from information gathering to
research, and then analysis, and then reporting.


READ MORE


DO I NEED AN INDUSTRY EXPERT OR A VALUATION EXPERT?

While there are pros and cons to each, we think you need both.


READ MORE


WHO HAVE YOU WORKED FOR?

We serve wealth managers, traditional and alternative asset managers,
broker-dealers, independent trust companies, and investment consultants.


READ MORE


SERVICES

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CORPORATE VALUATION

 * Company Valuation
 * ESOPs/Qualified Plans
 * Gift, Estate, and Income Tax Compliance
 * Buy-Sell Agreements
 * Financial Reporting
 * Portfolio Valuation

--------------------------------------------------------------------------------


TRANSACTION ADVISORY

 * ESOP Advisory Services
 * Fairness Opinions
 * M&A Representation Services
 * Quality of Earnings Assessments
 * Solvency Opinions

--------------------------------------------------------------------------------


LITIGATION SUPPORT

 * Business Damages and Lost Profits
 * Family Law and Divorce
 * Shareholder Disputes, Corporate Restructuring, and Dissolution
 * Tax-Related Controversies
 * Valuation, Labor, and Contract Disputes

--------------------------------------------------------------------------------


COMPENSATION CONSULTING

 * Evaluation of current compensation model (amount / structure)
 * Balancing returns to ownership and returns to employees
 * Compensation benchmarking
 * Compensation plan design
 * Alignment of compensation plan and business model

--------------------------------------------------------------------------------


SUCCESSION PLANNING

 * Evaluating succession options
 * Identify the right partners
 * Transition of clients, management, ownership
 * Alignment of succession plan with strategic plan
 * Ongoing consulting and analysis regarding implementation


CORPORATE VALUATION

 * Company Valuation
 * ESOPs/Qualified Plans
 * Gift, Estate, and Income Tax Compliance
 * Buy-Sell Agreements
 * Financial Reporting
 * Portfolio Valuation


TRANSACTION ADVISORY

 * ESOP Advisory Services
 * Fairness Opinions
 * M&A Representation Services
 * Quality of Earnings Assessments
 * Solvency Opinions


LITIGATION SUPPORT

 * Business Damages and Lost Profits
 * Family Law and Divorce
 * Shareholder Disputes, Corporate Restructuring, and Dissolution
 * Tax-Related Controversies
 * Valuation, Labor, and Contract Disputes


COMPENSATION CONSULTING

 * Evaluation of current compensation model (amount / structure)
 * Balancing returns to ownership and returns to employees
 * Compensation benchmarking
 * Compensation plan design
 * Alignment of compensation plan and business model


SUCCESSION PLANNING

 * Evaluating succession options
 * Identify the right partners
 * Transition of clients, management, ownership
 * Alignment of succession plan with strategic plan
 * Ongoing consulting and analysis regarding implementation


MEET THE TEAM


MATTHEW R. CROW, CFA, ASA

CEO

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(901) 685-2120 | EMAIL | VIEW BIO


BROOKS K. HAMNER, CFA, ASA

Senior Vice President

--------------------------------------------------------------------------------

(901) 322-9714 | EMAIL | VIEW BIO


JEFF K. DAVIS, CFA

Managing Director

--------------------------------------------------------------------------------

(615) 345-0350 | EMAIL | VIEW BIO


ZACHARY W. MILAM, CFA

Vice President

--------------------------------------------------------------------------------

(901) 322-9705 | EMAIL | VIEW BIO


JEFF CAPWELL, CPA

Senior Financial Analyst

--------------------------------------------------------------------------------

(901) 322-9759 | EMAIL | VIEW BIO


KOBY ALLEN

Financial Analyst

--------------------------------------------------------------------------------

(901) 322-9737 | EMAIL | VIEW BIO


MATTHEW R. CROW, CFA, ASA

CEO

--------------------------------------------------------------------------------

(901) 685-2120

EMAIL

VIEW BIO


BROOKS K. HAMNER, CFA, ASA

Senior Vice President

--------------------------------------------------------------------------------

(901) 322-9714

EMAIL

VIEW BIO


JEFF K. DAVIS, CFA

Managing Director

--------------------------------------------------------------------------------

(615) 345-0350

EMAIL

VIEW BIO


ZACHARY W. MILAM, CFA

Vice President

--------------------------------------------------------------------------------

(901) 322-9705

EMAIL

VIEW BIO


JEFF CAPWELL, CPA

Senior Financial Analyst

--------------------------------------------------------------------------------

(901) 322-9759

EMAIL

VIEW BIO


KOBY ALLEN

Financial Analyst

--------------------------------------------------------------------------------

(901) 322-9737

EMAIL

VIEW BIO


BLOG


RIA VALUATION INSIGHTS




Read the Blog

Most Recent Posts

 * --------------------------------------------------------------------------------
   
   
   KEN FISHER’S DEAL IS REMARKABLE BECAUSE IT ISN’T REMARKABLE

 * --------------------------------------------------------------------------------
   
   
   WHITEPAPER RELEASE: ASSESSING EARNINGS QUALITY IN THE INVESTMENT MANAGEMENT
   INDUSTRY

 * --------------------------------------------------------------------------------
   
   
   WHY HAVEN’T HIGHER INTEREST RATES AND INFLATION DERAILED RIA DEALMAKING
   ACTIVITY?


RESEARCH AND RESOURCES

Whitepaper
Compensation Structures for Investment Management Firms
There are three basic components of compensation for investment management
firms: Base salary/Benefits, Variable Compensation/Bonus, and Equity
Compensation. We discuss these and more in this whitepaper.

Article
Valuations for Gift & Estate Tax Planning
In this article, we describe the processes that lead to credible and timely
valuation reports. These processes contribute to smoother engagements and better
outcomes for clients.

Webinar Recording
What Is Your Trust Company Worth Today?
In this September 23, 2020 webinar, Matt Crow and Taryn Burgess explain
valuation considerations for independent trust companies and why common rules of
thumb don’t always work.

Qualifications
Valuation of Investment Management Firms
Mercer Capital provides wealth managers, RIAs, independent trust companies, and
alternative asset managers with business valuation and financial advisory
services related to corporate disputes, litigated matters, shareholder
transactions, and financial reporting requirements. Mercer Capital also provides
transaction advisory and consulting-related services.

Newsletter
Value Focus: Investment Management Industry
Mercer Capital’s Value Focus is a quarterly publication providing perspective on
valuation issues pertinent to asset managers, trust companies, and investment
consultants. Each issue highlights a market segment: 1st quarter: Trust
Companies, 2nd quarter: Traditional Asset Managers, 3rd quarter: Alternative
Asset Managers, and 4th quarter: Wealth Managers.

Whitepaper
Valuing RIAs
RIAs may be both highly profitable and prospectively ephemeral. In this
whitepaper we discuss why balancing the particular risks and opportunities of a
given investment management firm is fundamental to developing a valuation.

Whitepaper
Buy-Sell Agreements for Investment Management Firms
This whitepaper will equip business owners to understand the consequences of
their buy-sell agreements before a controversy arises, and to make informed
decisions about the drafting or re-drafting of the agreement that promote the
financial health and sustainability of their firm.

Webinar
Where Are RIA Valuations Today?
While M&A activity in the #RIA space was hot in recent years, many prospective
breakaways and independent business owners wonder how the pandemic will impact
#valuations and the M&A marketplace. Matt Crow shares his perspective with Mindy
Diamond.

Whitepaper
Posturing Your RIA Firm for a Successful Succession
A whitepaper outlining a few things RIAs need to know in order to have a
successful succession.

Whitepaper
The Role of Earn-outs in Asset Management M&A
We offer this whitepaper to explore the basic economics of contingent
consideration and the role it plays in negotiating RIA transactions.

Whitepaper
Valuation of Independent Trust Companies
In this whitepaper we review the history of trust companies and how
consolidation in the banking industry, changing consumer preferences, and
favorable trust law changes have led to the proliferation of the independent
trust companies. We analyze the average trust company’s income statement and
industry-wide trends, such as trust companies’ relative immunity to fee
pressure. We consider valuation “rules-of-thumb,” and why they often fail to
address the issues specific to a given firm.



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ABOUT US

 * About Mercer Capital
 * Professionals
 * Careers
 * News


INDUSTRIES

 * Industry Coverage Publications
 * Financial Institutions
 * Operating Companies
 * Asset Holding Companies


SERVICES

 * Business Valuation
 * Transaction Advisory
 * Services for Depository Institutions
 * Financial Reporting Valuation
 * Litigation Support
 * Family Business Advisory Services


INSIGHTS

 * Articles
 * Blogs
 * Newsletters
 * Whitepapers
 * Regional Bank Peer Reports
 * Media
 * Products


MERCER CAPITAL

We are full-service business valuation and financial advisory firm offering 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.

Contact Us

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Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC,
Tampa, FL. Jeff Davis is a Registered Representative of the broker dealer
StillPoint Capital, LLC. Mercer Capital and StillPoint Capital, LLC are not
affiliated entities. For more information on Registered Representatives or
Broker Dealers please visit FINRA Broker Check.

Mercer Capital is not affiliated with Mercer (US) Inc., Mercer LLC, Mercer
Investments or the Marsh and McLennan Companies.

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