Jonathan Jacobs
Managing Director
Valuation Services
New York
Jonathan Jacobs
Financial Services and Asset Management
Financial Services and Asset Management
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Julian Korek
Managing Director and Global Head of Compliance and Regulatory Consulting
London
Julian Korek
Chris Franzek
Managing Director
Alternative Asset Advisory
New York
Chris Franzek
James Finkel
Managing Director
Disputes and Investigations
New York
James Finkel
Duff & Phelps’ financial services industry professionals possess a deep knowledge of micro and macro business and regulatory trends that affect the world marketplace.
Available in all the key financial centers across the Americas, Europe and Asia, our specialists provide the financial services and investment management sector a full suite of advisory services.
Related Services
Compliance and Regulatory Consulting
Local and global compliance expertise for the financial services industry.
Compliance and Regulatory Consulting
Valuation Advisory
Alternative Asset Advisory
Transparent valuations of illiquid investments and complex securities and liquidity solutions through secondary market transactions.
Alternative Asset Advisory
Valuation Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Valuation Advisory
Corporate Finance
Comprehensive support throughout mergers and acquisitions and other corporate transactions.
Corporate Finance
Corporate Finance
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Fairness and Solvency Opinions
Corporate Finance
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
Corporate Finance
Private Capital Markets
Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.
Private Capital Markets
Corporate Finance
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Financial Sponsors Group
Governance, Risk, Investigations and Disputes
Combined Duff & Phelps and Kroll disputes, investigations, cyber, business intelligence, cross-border restructuring and other advisory.
Governance, Risk, Investigations and Disputes
Valuation Advisory
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax ServicesCase Studies
Duff & Phelps Advised CraftWorks on Its Recapitalization Transaction to Finance the Acquisition of Logan’s Roadhouse
has acquired
$130 million credit facility
Financial Advisor
Duff & Phelps Advised Guy & O'Neill, Inc. on Its Significant Investment from Centre Partners Management, LLC
has received a significant investment from
Solvency Opinion
Duff & Phelps Provided a Solvency Opinion to the Board of Directors of H&R Block, Inc.
has authorized a share repurchase program via open market repurchases
Solvency Opinion
Duff & Phelps Provided a Solvency Opinion to the Board of Directors of Material Handling Systems, Inc.
a portfolio company of
Leveraged dividend recapitalization transaction
Insights
Publication
Global Regulatory Outlook 2017
by Julian Korek
Publication
Mid-Market M&A: The Valuation Gap
by David Althoff
Publication
In Defense of Fairness Opinions: An Empirical Review of Ten Years of Data
by Chris Janssen
Webcast
Webcast Replay: Duff & Phelps Cost of Capital Navigator New Enhancements
Publication
Transfer Pricing Times: Proposed Regulations Under 163(j) on Business Interest Deductibility Limitation Are Released
by Mike Heimert
Publication
Capital Markets Insights – Late Fall 2018
by Robert A. Bartell, CFA
