Mercer Capital is one of the nation’s leading valuation firms serving financial institutions including banks, credit unions, fintech companies, insurance companies, investment management firms, financial sponsors, and other specialty finance firms. Mercer Capital regularly assists these clients with significant corporate valuation requirements, transactional advisory services, and other strategic decisions.
Financial Services
Mercer Capital’s largest industry concentration is financial institutions. The unifying element of Mercer Capital’s services for financial institutions is its in-depth industry knowledge, gleaned from 40+ years of experience and over 1,000 engagements.
Sector expertise
Decades of Experience and Expertise.
Banks
Mercer Capital has provides banks, thrifts, and credit unions with corporate valuation, transaction advisory, litigation support, and financial reporting services.
Credit Unions
Mercer Capital’s offers a broad range of services to Credit Unions, including M&A advisory and representation, fairness opinions, strategic planning, and stress testing services.
Financial Technology
Mercer Capital provides FinTech companies, from start-ups to more mature companies, and their partners with valuation, financial advisory, and consulting services.
Insurance
Mercer Capital provides valuation and advisory services to insurance agencies, brokerages, underwriters, insurtech companies, third-party administrators, and other service providers.
Investment Management
Mercer Capital provides valuation, transaction, litigation, and related services to asset managers, wealth managers, independent trust companies, broker-dealers, PE firms and alternative managers.
Financial Sponsors
Mercer Capital provides corporate valuation and financial advisory services to private equity firms and other financial sponsors to help our clients minimize risk and maximize value.
Specialty Finance
Mercer Capital provides specialty finance companies with independent valuation, transaction advisory, litigation support, and related financial services.
REITs & Real Estate Businesses
Mercer Capital provides REITs, real estate operating companies, developers, and property managers with independent valuation, transaction advisory, and litigation support services.
Key Contacts
Financial services resources