Betting on the Future: Venture Investing for Enterprising Families

>>Click here to download the slide deck<<

Additional Resources

• Mercer Capital's Family Business Director Blog

• Mercer Capital's Family Business Advisory Services

• Venture Capitalists in the Family

• Corporate Venture Capital and ASU 2016-01: Best Practices for Equity Investments

Speakers

Sujan Rajbhandary, CFA

Sujan Rajbhandary is a senior member of Mercer Capital’s Financial Reporting Valuation Group, which provides fair value opinions and related advisory services to public companies, private companies, and alternative investment vehicles. Sujan has valued financial assets and liabilities for litigation support, tax compliance, ESOP compliance, and shareholder transactions. He also leads the Mercer Capital Medical Device Industry Team.

Jay Wilson Jr., CFA, ASA, CBA

Jay D. Wilson is a senior member of Mercer Capital’s Depository Institutions Group. Jay also leads Mercer Capital’s Financial Technology industry team and publishes research related to the FinTech industry. Jay is involved in the valuation of financial institutions and FinTech companies for a variety of purposes including ESOPs, mergers and acquisitions, profit sharing plans, estate and gift tax planning, compliance matters, and corporate planning.