Capital Sources for Family Business

>>Click here to download the slide deck<<

Additional Resources

• Deciding What to Decide: Capital Allocation in Family Businesses

• Leftover Candy and Lazy Capital

• The Evolving Landscape for Family Capital

• FAQ: How Should Financing Affect Capital Budgeting Decisions?

• Return on Invested Capital: Digging a Little Deeper

• Simple vs. Complex Capital Structures

• Is Your Family’s Capital “Lazy?”

• Mercer Capital's "Capital Structure in 30 Minutes" Whitepaper

• Mercer Capital's "Capital Budgeting in 30 Minutes" Whitepaper

Speaker

Jeff K. Davis, CFA

Jeff K. Davis is the Managing Director of Mercer Capital’s Financial Institutions Group. The Financial Institutions Group works with banks, thrifts, asset managers, insurance companies and agencies, BDCs, REITs, broker-dealers and financial technology companies. Jeff is a speaker at industry gatherings, including SNL Financial/University of Virginia’s annual analyst training seminar, the ABA, various state banking meetings as well as security industry gatherings. Additionally, he regularly makes presentations to boards of directors and executive management teams. He is periodically quoted in the American Banker, Bloomberg News, and other media outlets. Presently, he is an editorial contributor to S&P Global.