Mercer Capital is proud to again be a sponsor for the 2024 Acquire or Be Acquired (AOBA) Conference presented by Bank Director magazine. The conference will be held January 28–30, 2024 in Phoenix, Arizona.
The AOBA Conference is regarded as the financial industry’s premier M&A event for bank CEOs, boards of directors, and key leadership teams. The conference focuses on helping bank officers and directors better understand the economy, explore paths to creating greater shareholder value, and focus on how the competitive landscape continues to evolve.
Three of Mercer Capital’s professionals, Jeff Davis, Andy Gibbs, and Jay Wilson will be in attendance.
Additionally, Jeff Davis and Andy Gibbs will be presenting a session titled “Taking Securities Losses on the Installment Method – Impact on Value.” Their session covers securities portfolio losses and restructuring, which banks have done this, and what the potential risks can be to this strategy.
Jeff Davis is the Managing Director of Mercer Capital’s Financial Institutions Group. The Financial Institutions Group works with banks, thrifts, credit unions, asset managers, insurance companies and agencies, BDCs, REITs, broker-dealers, and financial technology companies.
Andy Gibbs leads Mercer Capital’s Depository Institutions Group. Andy provides valuation and corporate advisory services to financial institutions for purposes including mergers and acquisitions, employee stock ownership plans, profit-sharing plans, estate and gift tax planning and compliance matters, corporate planning, and reorganizations.
Jay Wilson is a senior member of Mercer Capital’s Financial Institutions Group and leads the firm’s FinTech practice. Jay publishes articles on the community bank, credit union, and FinTech industries. He 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.
