I am a senior member of Mercer Capital's Financial Institutions Group. I also lead Mercer Capital’s Financial Technology and Medical Technology industry teams and publish research related to the FinTech and MedTech industries.Circumstances giving rise to the engagements I am involved with include corporate planning and reorganizations, litigation support, employee stock ownership plans, financial statement reporting, mergers and acquisitions, fairness opinions, and estate and gift tax planning and compliance matters.I hold the following designations: Chartered Financial Analyst from the CFA Institute, Accredited Senior Appraiser from the American Society of Appraisers (ASA), and Certified Business Appraiser (CBA) from the Institute of Business Appraisers.Books authored: Creating Strategic Value Through Financial Technology (2017)Books co-authored:- The Bank Director’s Valuation Handbook: What Every Director Must Know About Valuation (2009)- Acquiring a Failed Bank: A Guide to Understanding, Valuing, and Accounting for Transactions in a Distressed Environment (2010)- The ESOP Handbook for Banks (2011)For a complete CV, see www.mercercapital.comSpecialties: FinTech, MedTech, and FIG; Valuation for corporate planning and reorganizations, estate and gift tax planning and compliance matters, and employee stock ownership plans. Litigation support. Mergers and acquisitions. Fairness opinions. Loan portfolio valuations. Purchase price allocations.