Mercer Capital
Mercer Capital is an independent valuation and financial advisory firm providing corporate valuation, financial reporting, transaction advisory, litigation support, and family business advisory services primarily to financial institutions, family-owned businesses, and corporate clients across five U.S. offices.
- Company typePrivate
- Founded1982
- HeadquartersMemphis, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Mercer Capital does
Mercer Capital is a privately-held, independent valuation and financial advisory firm founded in 1982 and headquartered in Memphis, Tennessee. The firm provides five core service lines: corporate valuation, financial reporting valuation (including portfolio valuation, purchase price allocation, impairment testing, and equity-based compensation valuation), transaction advisory (M&A advisory, fairness and solvency opinions, ESOP advisory, and quality of earnings), litigation and dispute resolution (covering shareholder disputes, family law, tax controversies, damages, and lost profits), and family business advisory services (shareholder surveys, dividend and redemption policies, capital structure, and performance benchmarking). The firm serves enterprise clients across multiple industry verticals, with a primary focus on financial institutions—including banks, thrifts, credit unions, asset managers, insurance companies, BDCs, REITs, broker-dealers, and financial technology firms—along with family-owned businesses, private equity sponsors, and general corporate clients.
The firm operates through a relationship-based, sales-led GTM motion, generating engagements through extensive thought leadership content including industry-specific newsletters (Bank Watch, RIA Valuation Insights, Energy Valuation Insights, etc.), blogs, whitepapers, webinars, and specialized research products (Regional Bank Peer Reports, Auto Dealer Scorecard, Texas Bank Snapshot, The National Economic Review). Revenue is generated primarily through professional fees billed on a project basis for engagements, plus transaction advisory fees and securities transactions conducted through StillPoint Capital, LLC (Member FINRA/SIPC). Pricing is quote-based and not publicly disclosed. The firm employs 11-50 professionals across five U.S. offices (Memphis, Dallas, Houston, Nashville, and Winter Park), with a leadership team that includes credentialed CFAs and JDs. Mercer Capital is co-trusted by its Employee Stock Ownership Plan (ESOP), with Z. Christopher Mercer as Chairman, providing an unusual ownership structure for a professional services firm of this type.
Mercer Capital firmographics
Firmographics- Name
- Mercer Capital
- Legal name
- Mercer Capital
- Website
- https://mercercapital.com
- Company type
- Private
- Founded year
- 1982
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mercer Capital is an independent valuation and financial advisory firm providing corporate valuation, financial reporting, transaction advisory, litigation support, and family business advisory services primarily to financial institutions, family-owned businesses, and corporate clients across five U.S. offices.
- Ownership category
- akta.pro rank
Mercer Capital industry classification
Industry- Product category
- Business Valuation and Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industry
- Fairness Opinions & Independent Board Advice (FSAEAGAF)
Keywords
Where Mercer Capital is headquartered
LocationHeadquarters
- HQ city
- Memphis
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Mercer Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Valuation Services: Professional fees for corporate valuation, financial reporting valuation, and related advisory services. Services are billed on a project basis for specific engagements such as fairness opinions, transaction advisory, and litigation support.
- Transaction Advisory: M&A advisory and restructuring services for buyers and sellers of companies, generating fees from transaction completion and advisory engagements.
- Securities Transactions: Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Jeff Davis is a Registered Representative of StillPoint Capital, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional Services Engagement |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Mercer Capital product offering
Product offeringCore offering
Mercer Capital is an independent valuation and financial advisory firm providing corporate valuation, financial reporting valuation, transaction advisory (M&A, fairness and solvency opinions, ESOP advisory, quality of earnings), litigation and dispute resolution support, and family business advisory services. The firm delivers independent, credentialed valuation opinions and transaction-related advice to owners, boards, management teams, fiduciaries, and professional advisors across multiple industry verticals including financial services, family businesses, healthcare, energy, and consumer industries.
Product overview
Mercer Capital is a valuation and advisory firm offering a comprehensive suite of professional services organized around five core offerings: Corporate Valuation, Financial Reporting Valuation, Transaction Advisory, Litigation & Dispute Resolution, and Family Business Advisory Services. The firm operates across multiple industries including Financial Services (banks, credit unions, insurance, investment management), Healthcare, Technology/Media/Telecom, Consumer, Energy, and Industrials. Additionally, the firm produces industry-specific research products including newsletters (Bank Watch, Portfolio Valuation, Energy Valuation Insights, etc.), peer reports (Regional Bank Peer Reports, Auto Dealer Scorecard, Texas Bank Snapshot), and The National Economic Review publication.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate Valuation Independent valuation services determining the value of companies and ownership interests, serving as the cornerstone of the firm's services since its 1982 founding. Includes gift, estate, and income tax compliance valuation, buy-sell agreement valuation, and employee stock ownership plan (ESOP) valuation for owners, boards, management teams, and fiduciaries.
- Financial Reporting Valuation Valuation services supporting complex fair value reporting standards and regulatory compliance, including portfolio valuation, purchase price allocation, impairment testing, equity-based compensation valuation, and 280G golden parachute valuation.
- Transaction Advisory Investment banking, transaction advisory, and restructuring services including M&A advisory, fairness and solvency opinions, ESOP advisory services, and quality of earnings analysis for buyers, sellers, boards, and management teams.
- Litigation & Dispute Resolution Valuation and forensic expertise for shareholder disputes, corporate restructuring and dissolution, family law matters, tax-related controversies, damages and lost profits, valuation/labor/contract disputes, and consultation, testimony, and support.
- Family Business Advisory Services Advisory services for family business leaders navigating complex financial, governance, and shareholder issues, including shareholder surveys and education, dividend and redemption policies, capital structure and capital budgeting, and performance measurement and benchmarking.
Companies that use Mercer Capital
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles4 records
Mercer Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Mercer Capital partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights3 records
Mercer Capital competitors and assessment
Company assessmentBroad incumbents
- Kroll (formerly Duff & Phelps): Large global valuation, disputes, and investigations firm with deep financial institutions practice. Provides a comparable menu of corporate valuation, fairness opinions, and transaction advisory but at substantially greater scale and geographic reach than Mercer Capital.
- Alvarez & Marsal: Global professional services firm with a valuation, transaction advisory, and disputes practice serving financial sponsors and corporates. Overlaps with Mercer Capital's transaction advisory and dispute resolution services at the larger end of the market.
- BDO USA: Top-tier accounting and advisory network with a dedicated Valuation & Business Analytics practice serving mid-market companies. Comparable to Mercer Capital in serving owner-led and middle-market clients, though operating as part of a broader audit and tax platform.
- CBIZ: National professional services provider with a valuation and transaction advisory practice serving middle-market and closely-held companies. Overlaps with Mercer Capital across valuation, transaction advisory, and ESOP-adjacent services through a broader diversified platform.
- FTI Consulting: Major global advisory firm with a Corporate Finance & Restructuring segment that includes valuation, fairness opinions, and transaction advisory. Comparable in service scope to Mercer Capital but with a much larger bench and broader geographic footprint.
- Grant Thornton Advisors: Large accounting and advisory firm offering transaction advisory, valuation, and dispute services. Competes with Mercer Capital for mid-market valuation and fairness opinion mandates, supported by a broader national platform.
Direct peers
- Houlihan Lokey: Global investment bank with a strong Financial Institutions Group and a dedicated Transaction Opinion / valuation practice serving banks and mid-market M&A. Directly comparable to Mercer Capital's fairness opinion and financial institution valuation work, though at significantly larger scale.
- Stout: Independent advisory firm with valuation, transaction, and dispute services across financial services and other verticals. Closely comparable business model to Mercer Capital's full-service valuation and advisory offering, with similar mid-market focus.
- Valuation Research Corporation: Independent, employee-owned (ESOP) valuation firm specializing in complex securities and financial institutions valuations. Closely mirrors Mercer Capital's ESOP structure and financial-institution specialization, making it one of the most comparable peer firms.
- BVA (Business Valuation Advisors): Specialized business valuation and litigation support firm serving closely-held businesses, family enterprises, and fiduciaries. Comparable to Mercer Capital's family business and litigation/dispute valuation practice, particularly in ESOP and gift/estate tax contexts.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Mercer Capital social profiles
Digital presenceMercer Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mercer Capital leadership team
Management profileNumber of profiles
Profiles12 records
Mercer Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mercer Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mercer Capital
What does Mercer Capital do?
Mercer Capital is an independent valuation and financial advisory firm providing corporate valuation, financial reporting valuation, transaction advisory (M&A, fairness and solvency opinions, ESOP advisory, quality of earnings), litigation and dispute resolution support, and family business advisory services. The firm delivers independent, credentialed valuation opinions and transaction-related advice to owners, boards, management teams, fiduciaries, and professional advisors across multiple industry verticals including financial services, family businesses, healthcare, energy, and consumer industries.
Is Mercer Capital a public or private company?
Mercer Capital is a private company. It is classified as management employee owned and is currently operating.
When was Mercer Capital founded?
Mercer Capital was founded in 1982. It employs 11 to 50 people.
Where is Mercer Capital based?
Mercer Capital is headquartered in Memphis, United States, in the North America region.
How does Mercer Capital make money?
Three revenue lines are on record. Valuation Services are the primary driver. The others are transaction Advisory and securities Transactions.
Who are Mercer Capital's main competitors?
Broad incumbents on record are Kroll (formerly Duff & Phelps), Alvarez & Marsal, BDO USA, CBIZ, FTI Consulting and Grant Thornton Advisors. Direct peers are Houlihan Lokey, Stout, Valuation Research Corporation and BVA (Business Valuation Advisors).
Does Mercer Capital have an API?
No public API is recorded for Mercer Capital.
What industry is Mercer Capital in?
Mercer Capital's product category is Business Valuation and Financial Advisory Services. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of FSAEAGAF, Fairness Opinions & Independent Board Advice. Its NAICS code is 523940 and its SIC code is 6282.