Mercer Capital

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.

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

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

• Business valuation services
• Financial reporting valuation
• Transaction advisory services
• Litigation support valuation
• Family business advisory

Headquarters

HQ city

Memphis

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. 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.
2. Transaction Advisory: M&A advisory and restructuring services for buyers and sellers of companies, generating fees from transaction completion and advisory engagements.
3. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core 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.

Named customers4 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Broad 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

• LinkedInlinkedin.com/company/mercer-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mercer Capital