Mercer Capital provides the RIA industry with corporate valuation, financial reporting, & transaction advisory services.
Memphis, TN
Joined January 2016
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No one in the Mercer Capital office is walking out on this fun, investment-themed Christmas poem. Please enjoy our favorite yearly tradition, penned by our own Matt Crow.
mer.cr/3BENWgk?utm_campaign=… | #wealthmanagement #businessvaluation
Our #RIA team is getting in the holiday spirit by spreading joy for all to hear. Enjoy the only (and, in our humble opinion, best) holiday poem you'll find this season written about money management.
mer.cr/3BENWgk?utm_campaign=… | #businessvaluation
Which trend do you think is the most important for the #RIA industry as we start to prep for 2023? Check out the 6 trends that we heard from our clients and are watching as we ring in the new year.
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It's that time of year when we reflect on the past year to get ready for next one. Matt Crow lays out 6 trends in the current state of market behavior and how they may affect #RIAs in 2023.
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We don't usually recommend masking losses through acquisitions, but Westwood's acquisition of Salient Partners is actually a good strategic move. Here's why.
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An unstated rationale for Westwood's recent acquisition of Salient Partners is AUM and revenue replacement. Why is this important for Westwood? Brooks Hamner explains in this week's post.
mer.cr/3FrhZui?utm_campaign=… | #mergersandacquisitions #businessvaluation
Did you miss it? Our latest newsletter is chock-full of all the data you need to know about the #RIA industry—find it here!
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We suspect that CI Financial has paid a higher multiple for many of its #wealthmanagement acquisitions than it trades at itself. While undoing that reverse multiple arbitrage is something that management hopes will happen with the spinout, but will it?
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On the earnings call last week, CI Financial reiterated intentions to separate its U.S. wealth management business and Canadian #assetmanagement business through an IPO of its U.S. wealth management business. Is this a good strategy?
bit.ly/3ElvhXx?utm_campaign=… | #businessvaluation
We surveyed asset and #wealthmanagement firms to see how their business models have fared this year. Read our blog to see how two #RIA firms weathered bad markets to see increases in organic AUM flows.
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Has 2022 left your #RIA with a lack of green in your pocket? See how other #financial firms have performed this year and how you compare.
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It's time that we talk bonds, #RIA bonds. Here's how they're being affected by interest rates and could affect M&A activity in 2023.
mer.cr/3h722Q9?utm_campaign=… | #Businessvaluation
Read our reaction to MassMutual Ventures, Bessemer Venture Partners, and Khosla Ventures paying an implied valuation at 20% of AUM and 20x revenue for Farther Finance Advisors, a start-up, tech-heavy RIA with $250 million in AUM. mer.cr/3CzXzhv?utm_campaign=… | #RIA #valuation
Read the latest RIA Valuation Insights blog post | Another Tumultuous Quarter for RIA Stocks Puts the Industry Firmly in Bear Market Territory | mer.cr/3AYCKeL | #bearmarket #RIA #stocks #MercerCapital
The RIA market has shown to be robust. Are you hoping to expand your RIA through strategic acquisitions? In this week's RIA post, we offer you a few recommendations. | mer.cr/3uViW8m | #RIA #mergers #acquisition #MercerCapital
Read the latest RIA Valuation Insights blog post | RIA M&A Update | mer.cr/3yX7rzV | #RIA #mergers #acquisitions #MercerCapital
ICYMI: What’s the Price of Growth? : Infrastructure Spending in the Investment Management Community | mer.cr/3OLGODr | #RIA #compensation #ruleof40 #MercerCapital
The real infrastructure of an RIA is its staff. The staff is an intangible asset that can be roughly quantified using a replacement cost methodology. Find out more in this week’s post. | mer.cr/3ODWgRN | #RIA #ruleof40 #compensation #MercerCapital
According to the #Ruleof40, venture investors like to invest in businesses which the profit margin plus the growth rate adds up to at least 40%. Is the Rule of 40 applicable to RIAs? We cover that in this week’s post. | mer.cr/3ueoRFr | #RIA #compensation
