Technology

Mercer Capital provides software developers, SaaS platforms, AI solution providers, and IT services firms with independent valuation, transaction advisory, and litigation support services

Mercer Capital provides valuation and related financial advisory services to technology companies, including software developers, SaaS platforms, artificial intelligence solution providers, and IT services firms. We work with public and private companies across the lifecycle, supporting transactions, ownership planning, financial reporting, and dispute-related matters.

Our professionals combine deep valuation expertise with an understanding of technology business models, recurring revenue structures, intellectual property, and growth dynamics. We deliver independent, well-supported analyses that help management teams, boards, and advisors navigate complex financial decisions with clarity and confidence.

What We Do

Services Overview

  • Gift, Estate, and Income Tax Compliance

  • Buy-Sell Agreements

  • Employee Stock Ownership Plans

  • M&A Representation Services

  • Fairness and Solvency Opinions

  • ESOP Advisory Services

  • Quality of Earnings Assessments

  • Portfolio Valuation Services

  • Purchase Price Allocation

  • Impairment Testing

  • Equity-Based Compensation Valuation

  • 280G Golden Parachute Valuation

  • Shareholder Disputes, Corporate Restructuring, and Dissolution

  • Family Law and Divorce

  • Tax-Related Controversies

  • Business Damages and Lost Profits

  • Valuation, Labor, and Contract Disputes

  • Consultation, Testimony, & Support

  • Shareholder Surveys & Education

  • Dividend & Redemption Policies

  • Capital Structure & Capital Budgeting

  • Performance Measurement & Benchmarking

Key Contacts