BV movers . . .

BVWireIssue #261-3
June 19, 2024

People: Two professionals have been promoted to vice president at Mercer Capital: John T. (Tripp) Crews, III, ABV, who is a member of the Transaction Advisory services team, the Agribusiness Industry team, and the Family Business Advisory Services Group, and Daniel P. McLeod, CFA, a member of the firm’s Family Business Advisory Services Group and the Medical Device and Medical Technology industry team … At Prairie Capital Advisors Inc., two professionals have been promoted to vice president: Will Hobby, CPA, who advises middle-market companies on employee stock ownership plans (ESOPs), corporate valuation, financial opinions, and other investment banking advisory services; and Joseph Labetti, who is part of the ESOP advisory practice focusing on transaction structuring, capital raising, and ESOP formations.

Firms: Stout has acquired HealthCare Appraisers Inc., a provider of healthcare valuation and consulting services with about 70 professionals; the founder and managing partner, Daryl Johnson, was named as a managing director in Stout’s valuation advisory group; the deal marks Stout’s sixth acquisition since Audax Private Equity’s investment in November 2021 … Rochester, N.Y.-based The Bonadio Group has unified its investment banking, transaction advisory, and business valuation services under a new corporate finance business unit with the goal of expanding each service area and provide clients with seamless access to expertise across these teams. “As client needs for fair market value opinions, financial reporting and purchase price allocations continue to grow, it offers a unique opportunity for employees, both current and prospective, to pursue different areas of business and financial advisory,” said Michael Binz, managing director of the firm’s business valuation team … Providence, R.I.-based KLR has expanded its footprint and opened a new office in Bradenton, Fla.; the firm’s business valuation practice leader is Karen S. Rice, CPA, CVAOstrow Reisin Berk & Abrams Ltd. (ORBA), headquartered in Chicago, has opened its first office outside the Midwest in Salt Lake City, Utah; the firm offers valuation services in its litigation support services and transaction advisory practices.

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