Jonathan Jacobs
Managing Director
Valuation Services
New York
Jonathan Jacobs
Financial Services and Asset Management
Contact Us
Monique Melis
Managing Director and Global Head of Compliance and Regulatory Consulting
London
Monique Melis
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.
Other Areas We Can Help
Compliance and Regulatory Consulting
Local and global compliance expertise for the financial services industry.
Alternative Asset Advisory
Provides an array of consulting services to alternative investment managers and investors.
Valuation Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Corporate Finance
Comprehensive support throughout mergers and acquisitions and other corporate transactions.
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Private Capital Markets – Debt Advisory
Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Governance, Risk, Investigations and Disputes
Combined Duff & Phelps and Kroll disputes, investigations, cyber, business intelligence, cross-border restructuring and other advisory.
Tax Services
Innovative tax advisory and compliance services encompassing property tax, sales and use tax, and site selection and incentives.
Case Studies
Sell Side Advisor
Duff & Phelps, A Kroll Business, Advised Ya YA Foods Corporation on Its Sale to Entrepreneurial Equity Partners
has been acquired by
Sell Side Advisor
The Industrials M&A Practice of Duff & Phelps, A Kroll Business, Advised Coral Chemical Company on Its Sale to Quaker Chemical Company
has been acquired by
Exclusive Financial Advisor
The Business Services M&A Practice of Duff & Phelps, A Kroll Business, Advised Outside Integrated Media, LLC on Its Sale to Pocket Outdoor Media, Inc.
has been acquired by
Financial Advisor
Duff & Phelps' Restaurant M&A Practice Advised Legal Sea Foods on Its Sale to PPX Hospitality Brands
has been acquired by
a portfolio company of
