Duff & Phelps advised on the recapitalization of
Managing Director Sherif Assef commented on a recent whistleblower suit against Vanguard Group, Inc. in which Vanguard was questioned about its treatment of a closely held entity that acted as the company’s fund management company. In assessing the allegations that Vanguard operated for decades as an “illegal tax shelter” because of its pricing practices, Sherif said that “they should be operating at arm’s length” and contended that a profit margin is appropriate regardless of whether certain services involve domestic or cross-border transactions.
Duff & Phelps provided valuation and related advisory services to the Board of OHA Holdings LImited in its recent ownership consolidation of Irving Oil, Limited
November 28-29, 2018 La Jolla,
November 28-29, 2018 La Jolla