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Mercer Capital RIA

@RIA_Mercer

Mercer Capital provides the RIA industry with corporate valuation, financial reporting, & transaction advisory services.

 Memphis, TN
mercercapital.com/riavaluationinsights/
Joined January 2016
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Mercer Capital RIA retweeted
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Gavin Spitzner@gspitzner30 Mar 2022
Does RIA consolidation work? From @RIA_Mercer mercercapital.com/riavaluati…
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AdvisorsUNITE@Advisors_UNITE26 Oct 2021
Despite the dip in the second quarter of 2021, RIA M&A activity continues to reach record highs putting the sector on track for its 9th consecutive year of record annual deal volume. via @RIA_Mercer mercercapital.com/riavaluati…
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Regional Manager and Wealth Advisor Brooks Campany was recently presented with the Rising Star award at the Association of Trust Organizations 2021 Annual Meeting. Learn more about what was discussed from @RIA_Mercer: mercercapital.com/riavaluati…
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Matt Sonnen@mattsonnen_pfi10 May 2021
.@RIA_Mercer asks RIA owners to "decompose changes in revenue beyond simply the growth in revenue or AUM," if they want to understand the true health of their organization. mercercapital.com/riavaluati…
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Julie Littlechild@jlittlechild4 Mar 2021
Thanks @ria_mercer for having us!
Mercer Capital RIA (@RIA_Mercer) profile pictureMercer Capital RIA@RIA_Mercer4 Mar 2021
UP NEXT: @SteveSanduski @jlittlechild and @redefine_wealth discuss how to deliver value to clients that goes beyond products and planning #RIAPMInsights2021 | mer.cr/3bZU0SL
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Matt Sonnen@mattsonnen_pfi9 Mar 2021
We recorded Ep 27 of #TheCOORoundtable live from @MercerCapital’s Practice Management Conference. Kara Armstrong of CapSouth Wealth Management & @dollarsanddata of @RitholtzWealth joined me to discuss all things COO, including integration and efficiencies! pfiadvisors.com/the-coo-roun…
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Matt Sonnen@mattsonnen_pfi27 Feb 2021
As part of @MercerCapital's upcoming Practice Management Conference, I'm excited to record a live edition of #TheCOORoundtable podcast with @dollarsanddata of @RitholtzWealth and Kara Armstrong of CapSouth Wealth Managment. Register here: riapracticemanagementinsight…
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Mercer Capital@MercerCapital5 Feb 2021
We're hiring! We are seeking college juniors for our summer internship and seniors for our full-time financial analyst positions. Apply today to develop a meaningful career in finance in an established but growing firm | mer.cr/3n7zeoT #Valuation #Recruiting #Finance
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Mercer Capital@MercerCapital25 Jan 2021
In this week’s guest post, Louis Diamond of Diamond Consultants identifies four common buyer profiles in #RIA #transactions and the types of sellers that fit well with each #RIAPMInsights2021 | mer.cr/3plUubH
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Mercer Capital@MercerCapital21 Jan 2021
Join us at the RIA Practice Management Insights virtual conference (March 3 and 4) to gain industry leaders' wisdom on how your #investmentmanagement firm can evolve to become a more sustainable, profitable, valuable enterprise #RIAPMInsights2021 | mer.cr/RIAPMinsights
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Mercer Capital@MercerCapital13 Jan 2021
Meet Taryn Burgess. She's a member of our #InvestmentManagement Industry team and publishes research on #valuation issues related to the industry. She's also on the agenda for the upcoming RIA Practice Management Insights conference #RIAPMInsights2021 | mer.cr/2Inhmly
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Mercer Capital@MercerCapital24 Nov 2020
In this webinar recording, Matt Crow and Taryn Burgess explain #valuation considerations for independent #trustcompanies and why common rules of thumb don’t always work | mer.cr/34aNgh3
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Mercer Capital RIA@RIA_Mercer17 Nov 2020
#RIA Valuation Insights | The Role of Earn-Outs in RIA Transactions (Part One) mer.cr/3lPft4w
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Mercer Capital RIA@RIA_Mercer27 Oct 2020
#RIA #Valuation Insights Blog | 2020 Alternative Asset Manager Update mer.cr/34t6jEP
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Mercer Capital@MercerCapital23 Oct 2020
Join Brooks Hamner, CFA, ASA and Zach Milam on 10/28 for the webinar "What #RIAs Need to Know About Current #EstatePlanning Opportunities" | Register here: bit.ly/3lDyIO0
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Mercer Capital@MercerCapital13 Oct 2020
Register for our upcoming webinar on 10/28: What #RIAs Need to Know About Current #EstatePlanning Opportunities bit.ly/3lDyIO0
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Mercer Capital@MercerCapital5 Oct 2020
While so much is uncertain during this time, the value of your independent #trustcompany does not have to be. This presentation explains #valuation considerations for independent trust companies and why common rules of thumb don’t always work | mer.cr/34aNgh3
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Mercer Capital@MercerCapital8 Sep 2020
If you own an interest in an independent #trustcompany, we encourage you to take a look at our latest whitepaper which we hope will provide you with a leg up towards understanding the #valuation process and results | mer.cr/381XxxK
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Mercer Capital RIA@RIA_Mercer25 Aug 2020
RIA Valuation Insights Blog | Gin, Business Valuation, and Ryan Reynolds mer.cr/2YMwovt
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Mercer Capital@MercerCapital7 Jul 2020
In this issue, we review public market performance across the #investmentmanagement industry in light of #COVID19. We also look at #assetmanagers’ underperformance and industry #MandA trends and factors that are driving deal activity | Download it here: mer.cr/2O2Q5t9
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