Company intelligence
Mercer Capital
Valuation & Advisory Services
About Mercer Capital
Mercer Capital is a valuation and advisory firm. For more than forty years, we have served as a trusted and independent resource for owners, boards, management teams, fiduciaries, and professional advisors on matters such as valuing a company, evaluating a transaction, resolving a dispute, planning for succession, or assessing the financial aspects of strategic decisions. Founded in 1982, we have grown into one of the leading independent valuation and advisory firms in the country, built on a platform designed for long-term stability, technical rigor, and integrity. SERVICES Mercer Capital provides a comprehensive suite of valuation, financial reporting, transaction advisory, dispute resolution, and family business advisory services. Corporate Valuation: - Valuations for gift, estate, and income tax compliance - Employee Stock Ownership Plan (ESOP) valuation - Buy-Sell Agreement Valuation Financial Reporting Valuation: - Purchase Price Allocations - Equity-Based Compensation Valuation - Portfolio Valuation - Impairment Testing Litigation & Dispute Resolution: - Business Damages - Shareholder Disputes - Tax-related Controversies - Family Law and Divorce (including forensic accounting) Family Business Advisory Services: - Shareholder Surveys and Education - Dividend and Redemption Policies - Capital Structure and Capital Budgeting - Performance Measurement and Benchmarking Transaction Advisory: - M&A advisory for closely held and family-owned businesses - Fairness and solvency opinions - Quality of Earnings analyses Clients turn to Mercer Capital for independent analysis, clear communication, and a disciplined approach to complex financial questions. Our work is technically sound, objective, and delivered with the level of care these engagements require. ---- NOTE: NOT affiliated with Mercer Capital, Ltd. or Mercer Capital, Inc. Not stock brokers or investment advisors.
Verified activity
Signals from Mercer Capital
10 published signals
Research & Knowledge
Mercer Capital published the Fall 2026 Middle Market Transaction Update covering deal activity, valuation and debt multiples, buyer trends, and the outlook for M&A through the remainder of 2026.
Reported by Mercer Capital
Research & Knowledge
Mercer Capital published a blog explaining why periodically reviewing a buy-sell agreement can help prevent surprises when it is finally needed.
Reported by Mercer Capital
Research & Knowledge
Mercer Capital published an Auto Dealer Valuation Insights blog breaking down strategic transactions like Group 1's Hennessy acquisition and the proposed Penske take-private transaction, off-lease vehicles returning as used inventory, and U.S. dealer groups looking at Chinese OEM franchise economics through U.K. operations.
Reported by Mercer Capital
Research & Knowledge
Mercer Capital published the Auto Dealer Industry Scorecard for August 2026, reflecting a notable shift in public market performance with public auto dealer stocks moving from positive territory earlier this summer to a median decline of 5.7% year-to-date and the S&P 500 up 14.0%
Reported by Mercer Capital
Presence & Recognition
Mercer Capital will host a webinar examining buy-sell agreement valuation and drafting issues on September 10th from Noon to 1:15 p.m. CDT featuring Travis W. Harms and Zac Lange, CPA, ABV.
Reported by Mercer Capital
Research & Knowledge
Mercer Capital published an Energy Valuation Insights blog article analyzing factors driving frac sand royalty value and supporting valuation requirements.
Reported by Mercer Capital
Research & Knowledge
Mercer Capital published its latest RIA Valuation Insights blog exploring why valuation provisions can become stale and what RIA owners should consider before a triggering event.
Reported by Mercer Capital
Presence & Recognition
Mercer Capital is hosting a webinar on September 10th featuring Travis Harms and Zac Lange discussing valuation processes for buy-sell agreements.
Reported by Timothy R. Lee
Presence & Recognition
Mercer Capital is attending the It’s All Relative Family Business Symposium to discuss Dividend and Redemption Policies.
Reported by Mercer Capital
Research & Knowledge
Mercer Capital and Kathryn Burke, CPA, ABV collaborated on a multi-part series regarding marital vs separate property in divorce, with Part 2 addressing complex issues requiring forensic accounting and business valuation.
Reported by Karolina Calhoun CPA, ABV, CFF