Jonathan Jacobs
Managing Director
Valuation Services
New York
Jonathan Jacobs
Financial Services and Asset Management
Contact Us
Julian Korek
Vice Chairman
London
Julian Korek
Chris Franzek
Managing Director
Alternative Asset Advisory
New York
Chris Franzek
James Finkel
Managing Director
Disputes Consulting
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
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
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Fairness and Solvency Opinions
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
Private Capital Markets
Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.
Private Capital Markets
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
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax ServicesCase Studies
Placement Agent
Duff & Phelps Advised The RiteScreen Company on its Successful Debt Refinancing and Placement of a New Credit Facility with U.S. Bank
a portfolio company of
has entered into a $40,000,000 senior credit facility with
Sell Side Advisor
Duff & Phelps' Business Services M&A Advisory Team Advised Centralized Showing Service, Inc. on its Sale to ShowingTime.com, Inc.
has been acquired by
Sell Side Advisor
Duff & Phelps Advised TechLink on its Sale to The Execu|Search Group
has been acquired by
Sell Side Advisor
Duff & Phelps Advised mscripts, LLC on Its Sale to Cardinal Health, Inc.
has been acquired by
Insights
M&A
Advised Over 95 M&A Transactions in 2018
Survey Scope
Survey Scope
by Mark Kwilosz
Key Findings
Millennial Considerations in the Car-Buying Process
by Mark Kwilosz
Key Findings
Market Share of Hybrid/Electric Vehicles (EVs) Poised to Increase
by Mark Kwilosz
Key Findings
Millennial City Dwellers Will Continue to Own/Lease Cars
by Mark Kwilosz
Key Findings
Having a Car is a Necessity
by Mark Kwilosz
News
Millennial Automotive Purchase Intent on the Rise, Duff & Phelps Study Reveals
Noah Gottdiener Featured on Bloomberg’s “Money Undercover”
Chris Campbell Discusses Market Conditions on CNBC's Worldwide Exchange
Duff & Phelps Managing Director Jill Weise Named NABE Fellow
Greg Franceschi Appointed to the AICPA Working Group
Simon Webber in Bloomberg Tax – Issues and Proposals in the Digitalizing Economy Tax Debate
Duff & Phelps Featured in Bloomberg BNA Transfer Pricing Forum – Taxation and Digitalization of the Economy
Duff & Phelps to Host 2019 IP Value Summit
Ken C. Joseph Featured in Bloomberg Law – Enforcement Risks Reshaping Compliance
Santosh N featured in LiveMint on the IPL Brand Valuation Report 2019
