BV movers . . .

BVWireIssue #254-1
November 1, 2023

People: Several staff announcements at Mercer Capital, a national business valuation and financial advisory services firm: Anna Cole has joined the firm as a financial analyst in the Memphis office, where she will provide business valuation and financial consulting services to public and private companies and financial institutions across the nation; David W. R. Harkins, CFA, ABV, a senior member of the firm’s Auto Dealership Industry team, has been promoted to vice president; and Vincent R. Baumer, a member of the Depository Institutions service group who focuses on financial technology, has been promoted to senior financial analyst … Two individuals in the Forensic, Litigation and Valuation Services (FLVS) practice at Whitley Penn LLP have been named to the IAM Patent 1,000—The World’s Leading Patent Professionals 2023: Justin Blok, CFP, CFE, who is a partner, and Walt Bratic, CPA, CLP, CFF, CFE, who is a managing director.

Firms: Fort Worth, Texas-based Whitley Penn LLP has acquired Fisher Herbst & Kemble PC of San Antonio, which provides audit, tax, and consulting services to a wide variety of clients, including financial institutions, construction companies, and retailers … Lexington, Ky.-based Dean Dorton Allen Ford PLLC has acquired technology solutions provider SDN Computer Consultants of Jacksonville, Fla., which provides technology implementation and systems integration services to clients across a wide range of industries … Houlihan Lokey Inc., the global investment bank, has launched a new practice within the firm’s Financial and Valuation Advisory (FVA) business called Sustainability Advisory Services; the new practice will provide clients with strategic counsel on sustainability and environmental, social, and governance (ESG) issues and to assist boards of directors, investors, and management teams in successfully navigating the ever-evolving global sustainability business landscape.

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