MERCER CAPITAL MANAGEMENT - Key Persons
Job Titles:
- Financial Analyst
- Financial Analyst With
Alex Rodriguez is a financial analyst with Mercer Capital. Alex has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Education
Trinity University, San Antonio, Texas (B.S., Mathematical Finance, B.A., Economics, 2023)
Andy Frew, Vice President, has nearly 25 years of business valuation experience. He has been involved with hundreds of valuation and related engagements in numerous industries. Andy values businesses and business interests for gift and estate tax, charitable giving, buy/sell agreements, mergers and acquisitions, business succession/exit planning, and litigation support purposes.
Noteworthy industry experience includes oil and gas (specifically upstream/E&P), oilfield services, manufacturing, distribution, retail and automobile dealerships, and construction and building materials. As a member of the firm's Oil & Gas Industry Team, Andy is a regular contributor to Mercer Capital's Energy Valuation Insights Blog.
Prior to joining Mercer Capital, Andy was a managing consultant in the Houston, Texas office of Forvis (formerly BKD). Andy began his valuation career in the early 2000s with HFBE, Inc. (formally Howard Frazier Barker Elliott, Inc.).
Job Titles:
- Financial Analyst
- Financial Analyst With
Anna Cole is a financial analyst with Mercer Capital. Anna has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Education
Rhodes College, Memphis, Tennessee (B.A., Mathematics and Economics, 2023)
Job Titles:
- Vice President
- Member of Mercer Capital 's Family Business Advisory Services Group
- Vice President With
Atticus Frank is a vice president with Mercer Capital. Atticus has been involved with hundreds of valuation engagements in a diverse range of industries. He provides valuation analyses for gift and estate tax planning, transaction consulting (M&A), corporate planning, and litigation support, among other valuation-related service needs of privately held businesses.
As a member of Mercer Capital's Family Business Advisory Services Group, Atticus provides 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, Atticus is a regular contributor to Mercer Capital's blog, Family Business Director.
In addition, Atticus spent time at D-R Media and Investments, a diversified media company based in Venice, Florida. Atticus served in the role of CFO, where he oversaw the financial operations of the company, including financial reporting and budgeting processes for the company. Atticus also spent time leading Sun Events, a start-up concert promotion business and division of D-R Media. Atticus' responsibilities included overseeing the division's day-to-day operations, budgeting, and marketing strategy.
Professional Designations
Chartered Financial Analyst (The CFA Institute)
Job Titles:
- Senior Financial Analyst
- Senior Financial Analyst With
Benjamin Lomo is a senior financial analyst with Mercer Capital. Benjamin has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
As a member of Mercer Capital's Litigation Group, he 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, and personal goodwill. He is also a contributor to Mercer Capitals' monthly newsletter, Family Law Valuation and Forensic Insights.
Job Titles:
- Senior Financial Analyst
- Senior Financial Analyst With
Daniel McLeod is a senior financial analyst with Mercer Capital. Daniel has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Professional Designations
Chartered Financial Analyst (The CFA Institute)
Professional Activities
The CFA Institute
Education
Vanderbilt University, Nashville, Tennessee (B.A., Economics)
Job Titles:
- Vice President
- Vice President With
David LaMonte is a vice president with Mercer Capital. He provides valuations in support of financial reporting requirements, and consulting and other transaction advisory services. He has significant expertise in valuations related to acute care hospitals, ambulatory surgery centers, urgent care centers, physician groups, home health and hospice agencies, diagnostic imaging centers, radiation therapy centers, and several other ancillary healthcare businesses.
Prior to joining Mercer Capital, David was a Director at VMG Health., a healthcare-focused financial firm based in Dallas, Texas.
Professional Designations
Chartered Financial Analyst (The CFA Institute)
Job Titles:
- Financial Analyst
- Financial Analyst With
Derek Smith is a financial analyst with Mercer Capital. Derek has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Education
Louisiana State University, Baton Rouge, Louisiana (B.S., Finance, 2018)
Don Erickson, Managing Director, has managed over 1,500 valuation engagements since his entry into the valuation profession in 1972. These engagements have been conducted for the purposes of litigation, merger and acquisition, financing, allocation of purchase price, estate and gift taxes, employee stock ownership trusts, and business planning.
He has testified numerous times in support of his opinions. This testimony has been in support of valuation opinions of business enterprises and intangible assets. Don has also testified as to the fair value of stockholder interests, valuation related accounting issues, solvency issues, lost profits, economic and financial damages to business interests. His testimony experience has been both in deposition and trial in both state and federal cases up to and including the U.S. Supreme Court.
Don has been responsible for valuations in a diverse range of industries on both a national and international level. He has valued both enterprise and minority stock valuations. He has extensive experience in valuing patents, trade secrets, computer software, customer lists, trademarks and other intangible assets.
Prior to joining Mercer Capital, Don was the President and Managing Partner of Erickson Partners, Inc., a business valuation and advisory firm based in Dallas, Texas. In July 2015, Erickson Partners, Inc. merged with Mercer Capital. Prior to founding Erickson Partners, Don was a former Senior Partner with Ernst & Young LLP's Corporate Finance Practice where he served as National Partner in Charge of the valuation practice.
Professional Activities
The American Society of Appraisers
Past National Chairman, Business Valuation Committee
Professional Designations
Accredited Senior Appraiser (The American Society of Appraisers)
Education
Post graduate studies in investment analysis from the American Institute of Real Estate Appraisers and real estate appraisal courses, UCLA Extension
University of Oregon, Eugene, Oregon, (M.B.A.)
University of Santa Clara, Santa Clara, California (B.S.)
Job Titles:
- Financial Analyst
- Financial Analyst With
Elizabeth Mueller is a financial analyst with Mercer Capital. Elizabeth has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Education
Rhodes College, Memphis, Tennessee (B.S., Economics, 2023)
Elizabeth joined Mercer Capital in 2020. In her present capacity, Elizabeth assists with the production of our reports, handles travel arrangements for the staff, and assists in various other administrative roles.
Job Titles:
- Senior Financial Analyst
- Senior Financial Analyst With
Heath Hamby is a senior financial analyst with Mercer Capital. Heath has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
As a member of Mercer Capital's Financial Institutions Group, he prepares valuation analyses related to transactions, fairness opinions, equity compensation arrangements, shareholder agreements, and other circumstances.
Job Titles:
- Senior Financial Analyst
- Senior Financial Analyst With
Davis Rolfe is a senior financial analyst with Mercer Capital. Davis has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
He is a member of the Transaction Advisory & Restructuring service group and contributes to the quarterly publication Middle Market Transaction Update.
Davis is also a member of the Medical Device and Medical Technology industry team and contributes to the quarterly newsletter Value Focus: Medtech & Device Industry.
Professional Designations
Certified Public Accountant (American Institute of Certified Public Accountants)
Education
University of Mississippi, Oxford, Mississippi (M.A., Accounting, 2018)
University of Mississippi, Oxford, Mississippi (B.A., Accounting and Finance, 2017)
Job Titles:
- Senior Vice President
- Senior Vice President With
Jay D. Wilson is a senior vice president with Mercer Capital and a senior member of the firm's Financial Institutions and FinTech practice industry teams.
Jay regularly works with financial institutions (Banks & CUs) in valuation and M&A engagements. He assists banks and CUs in evaluating the attractiveness of acquisition candidates (whole banks, branches, or merger partners), determining a valuation for the target, structuring/modeling the transaction, and estimating fair value marks for financial assets (loans, core deposit intangibles) and liabilities (CD portfolio) acquired for financial statement reporting purposes.
Job Titles:
- Senior Financial Analyst
- Senior Financial Analyst With
Jeff Capwell is a senior financial analyst with Mercer Capital. Jeff has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Job Titles:
- Financial Analyst
- Financial Analyst With
John Farris is a financial analyst with Mercer Capital. John has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Education
University of Alabama, Tuscaloosa, Alabama (B.S., Finance and Economics, 2023)
Job Titles:
- Financial Analyst
- Financial Analyst With
Kate Mabry is a financial analyst with Mercer Capital. Kate has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Education
University of the South, Sewanee, Tennessee (B.A., Finance, 2022)
Job Titles:
- Financial Analyst
- Financial Analyst With
Koby Allen is a financial analyst with Mercer Capital. Koby has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Education
University of Memphis, Memphis, Tennessee (B.B.A., Finance and Economics, 2022)
Job Titles:
- Chief Administrative Officer
- Capital 's Chief Administrative Officer and Co - Trustee
Lisa L. Doble is Mercer Capital's Chief Administrative Officer and co-trustee of the firm's Employee Stock Ownership Plan.
Lisa joined Mercer Capital as a financial analyst, gaining experience in all aspects of the valuation process. As Chief Administrative Officer, Lisa facilitates all administrative operations within the firm, including finance, compliance, and legal matters.
In addition, Lisa serves as the firm's internal corporate counsel.
Professional Activities
American Bar Association
Tennessee Bar Association
Professional Designations
Juris Doctor (Admitted to Tennessee Bar, 1994)
Education
DePaul University College of Law, Chicago, Illinois (J.D.)
University of Wisconsin, Madison, Wisconsin (B.A.)
Job Titles:
- Financial Analyst
- Financial Analyst With
Luke Tanner is a financial analyst with Mercer Capital. Luke has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.
Education
Southern Methodist University, Dallas, Texas (B.B.A., Finance, Statistical Science, 2022)
Job Titles:
- Vice President
- Vice President With
Mary Grace Arehart is a vice president with Mercer Capital. Mary Grace is experienced in the valuation of financial institutions, particularly depository institutions, business development companies, and related enterprises. As a member of Mercer Capital's Financial Institutions Group, she prepares valuation analyses related to transactions, fairness opinions, equity compensation arrangements, shareholder agreements, and other circumstances.
Mary Grace prepares and publishes research on valuation issues related to depository institutions and financial intermediaries, and is a regular contributor, along with Travis Harms, to Mercer Capital's Portfolio Valuation: Private Equity Marks & Trends.
Professional Activities
The CFA Institute
Professional Designations
Chartered Financial Analyst (The CFA Institute)
Education
University of the South, Sewanee, Tennessee (B.A., 2011)
Nicholas J. Heinz, Managing Director, leads Mercer Capital's Transaction Advisory Group. He serves as co-trustee for the firm's employee stock ownership plan.
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.
Job Titles:
- Graphic Designer
- Graphic Designer / Content Marketing Manager
Nikki McNeel is the graphic designer and content marketing manager with Mercer Capital. Nikki is responsible for all brand design including digital, web, and print. In addition, she supports all marketing functions of the firm including website development, newsletters, social media, speaking engagements, webinars, and corporate communications.
Professional Activities
The American Marketing Association
Education
Job Titles:
- Managing Director
- Managing Director of Corporate Valuation
Timothy R. Lee is the firm's Managing Director of Corporate Valuation services and is a member of the firm's board of directors.
Tim provides valuation and corporate advisory services for purposes including mergers and acquisitions, employee stock ownership plans, profit sharing plans, trust & estate planning and compliance matters, corporate planning, and reorganizations. In addition, he provides litigation support services in cases involving economic damages, business valuation, dissenting shareholder rights, marital dissolution, and tax matters.