Session Presenters
Jeff Davis
Managing Director
Mercer Capital
Andy Gibbs
Senior Vice President
Mercer Capital
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About the presenter
Presented by
Jeff Davis
Managing Director
Mercer Capital
Jeff Davis is managing director at Mercer Capital in their 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. Prior to rejoining Mercer Capital, Mr. Davis spent 13 years as a sell-side analyst providing coverage of publicly traded banks and specialty finance companies to institutional investors evaluating common equity and fixed income investment opportunities. Mr. Davis is a speaker at industry gatherings and regularly makes presentations to boards of directors and executive management teams. He is quoted in the American Banker, Bloomberg News, and other media outlets and is presently an editorial contributor to S&P Global.
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About the presenter
Presented by
Andy Gibbs
Senior Vice President
Mercer Capital
Andy Gibbs is senior vice president at Mercer Capital and leads their depository institutions group. Mr. Gibbs 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. He also works with financial institutions in merger and acquisition advisory engagements. He assists buyers in evaluating the attractiveness of acquisition candidates, determining a price for the target institution, structuring the transaction, and evaluating different forms of financing. For sell-side clients, Mr. Gibbs analyzes the potential value that the institution may receive upon a sale, assists in locating potential buyers, and participates in negotiating a final transaction price and merger agreement. Mr. Gibbs is also a speaker on topics related to community bank valuation and has co-authored three banking-related books.
Breakout 1: Bank Director 101: M&A Primer
The Bank Director 101 sessions are for the newer directors in our audience and focus on the basics that all directors must know as they participate in board meetings. This session explores the fundamentals of bank M&A, including how boards should approach the decision to buy — or sell.
Session Resources
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Session Presentation
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Mercer Capital Community Bank Valuation Whitepaper
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Mercer Capital Financial Institutions Group
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Mercer Capital Transaction Advisory Services