Contributors

SeniorVice President - Mercer Capital

Karolina Calhoun is a senior member of Mercer Capital’s Litigation Group. She provides valuation and forensics services for family law, gift & estate planning, commercial litigation, transactions (M&A), and further matters related to privately held businesses, dissenting shareholders, intellectual property, personal goodwill, etc. With her forensics accreditation, she provides economic and financial damages studies, asset tracing, lost profits, and lifestyle analyses. Prior to joining Mercer Capital, Karolina was a Senior Auditor at EY (Ernst & Young) in their Audit and Assurance Services practice.

901.322.9761
calhounk@mercercapital.com

President - Mercer Capital

Matthew R. Crow leads Mercer Capital’s Investment Management Industry Team. The team provides RIAs, independent trust companies, broker-dealers, and investment consulting firms with valuation services related to corporate planning and reorganization, transactions, ESOPs, and tax issues as well as valuations of intangible assets, options, and assets subject to specific contractual restrictions. Matt and his team also consult with investment management clients in the process of selling or buying. Matt is a regular contributor to Mercer Capital’s weekly blog, RIA Valuation Insights.

901.685.2120
crowm@mercercapital.com

Managing Director - Mercer Capital

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.

615.345.0350
jeffdavis@mercercapital.com

Managing Director - Mercer Capital

Bryce Erickson leads Mercer Capital’s Oil & Gas Industry Team. He has been involved with hundreds of valuation and related engagements since his entry into the valuation profession in 1998. These engagements have been conducted for the purposes of mergers and acquisitions, buyouts, buy-sell agreements, financial reporting, estate and gift taxes, allocation of purchase price, litigation support, financing, and business planning. In addition, Bryce publishes research related to the oil & gas industry and is a regular contributor to Mercer Capital’s blog, Energy Valuation Insights and has a column on Forbes.com commenting on the oil & gas industry.

214.468.8411
ericksonb@mercercapital.com

Senior Vice President - Mercer Capital

Brooks K. Hamner is a senior member of the firm’s Investment Management Industry team. The team provides RIAs, independent trust companies, traditional and alternative asset managers, wealth management firms, broker-dealers, and investment consultants with valuation services related to corporate planning and reorganization, litigated matters, transactions, employee stock ownership plans, and tax issues as well as valuations of intangible assets, options, and assets subject to specific contractual restrictions. Brooks also consults with investment management clients in the process of buying other RIAs or selling their business. He is a regular contributor to Mercer Capital’s blog regarding the investment management community, RIA Valuation Insights.

901.322.9714
hamnerb@mercercapital.com

President - Mercer Capital

Travis W. Harms leads Mercer Capital’s Family Business Advisory Services Group. Travis’s practice focuses on providing financial education, valuation, and other strategic financial consulting to multi-generation family businesses. The Family Business Advisory Services Group helps family shareholders, boards, and management teams align their perspectives on the financial realities, needs, and opportunities of the business. Additionally, Travis is a regular contributor to Mercer Capital’s blog, Family Business Director.

901.322.9760
harmst@mercercapital.com

Managing Director - Mercer Capital

Nicholas J. Heinz leads Mercer Capital’s Transaction Advisory Group. Nick has extensive experience in providing valuation and corporate advisory services for purposes including mergers and acquisitions, fairness opinions, solvency opinions, employee stock ownership plans, buy-sell agreements, estate and gift tax planning and compliance matters, and corporate planning and reorganizations. Over his career, Nick has provided transaction-related consulting services to numerous clients on both the sell-side and buy-side of transactions. Such consulting has included the delivery of transaction opinions, such as fairness opinions and solvency opinions, and strategic advisory related to transaction pricing and execution.

901.322.9788
heinzn@mercercapital.com

Managing Director - Mercer Capital

Timothy R. Lee is the firm’s Managing Director of Corporate Valuation services and a senior member of the firm’s Transaction Advisory Group. Tim provides valuation and corporate advisory services for purposes including mergers and acquisitions, ESOPs, profit-sharing plans, trust & estate planning and compliance matters, corporate planning, and reorganizations. He also has extensive experience in working with both sellers and buyers in merger and acquisition advisory engagements. Tim assists clients through all phases of the sales process, from conducting strategic alternatives analysis to determine if selling is indeed the best option, to structuring, negotiating, and closing transactions.

901.322.9740
leet@mercercapital.com

Chariman - Mercer Capital

Z. Christopher Mercer is the Chairman of Mercer Capital. Chris began his valuation career in the late 1970s. He has prepared, overseen, or contributed to hundreds of valuations for purposes related to tax, ESOPs, buy-sell agreements, and litigation, among others. Chris has extensive experience in litigation engagements including statutory fair value cases, buy-sell agreement disputes, divorce, and numerous other matters where valuation issues are in question.

901.685.2120
mercerc@mercercapital.com

Senior Vice President - Mercer Capital

Lucas Parris leads Mercer Capital’s Insurance Industry Team, specializing in valuation and advisory services for insurance agencies, brokerages, underwriters, third-party administrators, and other industry service providers. These services include independent valuations for corporate transactions, agency perpetuation, buy-sell agreements, financial reporting, tax compliance, and buy or sell-side consulting services.

901.322.9784
parrisl@mercercapital.com

Senior Vice President - Mercer Capital

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.

901.322.9749
sujanr@mercercapital.com

Senior Vice President - Mercer Capital

David Smith has over 20 years of business valuation experience and has been involved with hundreds of valuation and related engagements. He values businesses, business interests, and intangible assets for financial reporting, corporate tax, corporate M&A, ESOPs, and gift and estate tax purposes. Noteworthy industry experience includes financial services, oil and gas, as well as biotechnology. He also has expertise in providing fairness opinions as well as solvency opinions.

832.432.1011
smithd@mercercapital.com

Senior Vice President - Mercer Capital

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.

469.778.5860
wilsonj@mercercapital.com