November 18, 2024 – In a significant development for the valuation industry, Mercer Capital, one of the nation’s largest independent business valuation and transaction advisory firms, has announced its acquisition of Business Valuation Analysts, LLC (BVA). This strategic move bolsters Mercer Capital’s federal tax services practice and deepens its presence in the Florida market, where BVA has built a stellar reputation for its work on valuation projects related to federal estate, gift, and income tax matters.
Strengthening Expertise and Market Presence
Headquartered in Winter Park, Florida, Business Valuation Analysts, LLC was founded in 2007 by Timothy K. Bronza, CPA, ASA. Over the years, the firm has earned nationwide respect from law firms, accounting professionals, and financial institutions for its precise and reliable valuation services. Specializing in the valuation of private businesses and interests for tax and corporate transactional purposes, BVA has conducted over 1,000 valuations.
BVA also brings expertise in estate and gift tax valuation, shareholder agreements, and pre-liquidity transaction planning, positioning Mercer Capital to better serve clients with increasingly complex needs.
Strategic Synergy
Timothy Bronza expressed enthusiasm about the acquisition, stating:
“Combining with Mercer Capital allows us to continue to serve clients who have ever-increasing needs. Mercer Capital has a deep bench of seasoned professionals with a proven track record as one of the most respected business valuation firms in the nation. Our clients can be confident they will continue to receive the same level of high-quality work and attention.”
Mercer Capital CEO Matt Crow echoed the sentiment:
“We have known and respected Tim and his team for more than a generation and are excited to welcome them to Mercer Capital. Their broad reach in the Florida market and reputation for excellence made this a perfect match.”
Expanding Services and Capabilities
This acquisition enhances Mercer Capital’s ability to provide valuation expertise across a wide spectrum of services, including:
- Federal tax valuation for estate, gift, and income tax reporting.
- Corporate transactional valuations for buy-sell agreements, M&A, and pre-liquidity planning.
- Litigation support services for shareholder disputes and other legal matters.
- A broader range of industry and service line expertise for clients across the U.S.
For BVA’s clients, the merger provides access to Mercer Capital’s in-depth technical expertise and resources, enabling the firm to handle a larger volume and complexity of projects while maintaining its commitment to high-quality service.
About Business Valuation Analysts, LLC
BVA has built a strong reputation as a boutique firm specializing in federal tax and transactional valuations. Its professionals have served as faculty for prestigious institutions like the University of Miami Heckerling Institute on Estate Planning and have contributed to esteemed programs at the University of Florida Levin School of Law and Cornell Law School.
About Mercer Capital
Founded in 1982 and based in Memphis, Tennessee, Mercer Capital is a leader in the valuation and transaction advisory industry. The firm provides services ranging from corporate valuations to ESOP and ERISA valuations, litigation support, and investment banking. Mercer Capital’s work is recognized and accepted by federal regulatory agencies, accounting, and law firms across the nation.
Industry Implications
This acquisition underscores the growing trend of M&A activity among valuation firms, signaling a strong demand for valuation services in areas like estate planning, taxation, and M&A advisory. For valuation professionals, this move highlights the increasing importance of specialization and regional market expertise in driving growth and meeting client needs.
As the valuation landscape continues to evolve, this partnership between Mercer Capital and Business Valuation Analysts exemplifies the strategic collaborations shaping the industry’s future.
