Jonathan Jacobs
Managing Director
Valuation Services
New York
Jonathan Jacobs
Financial Services and Asset Management
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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.
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
Sell Side Advisor
Duff & Phelps' Consumer M&A Team Advised Eureka Restaurant Holdings on its Majority Recapitalization with Carolo Corporation
a portfolio company of
has completed a majority recapitalization with
Fairness Opinion
Duff & Phelps Provided a Fairness Opinion to capiton in Connection with the Single-Asset Secondary Transaction of KD Pharma Group
has completed the single-asset secondary transaction of
Sell Side Advisor
Duff & Phelps' Aerospace Defense and Government Services M&A Advisory Team Advised SEMCO Aerospace on its Sale to SK AeroSafety Group
has been acquired by
a portfolio company of
Sell Side Advisor
Duff & Phelps Advised Trinity3 Technology on Its Recapitalization With Rotunda Capital Partners
has been recapitalized by
Insights
M&A Advisory
Brazil Transaction Insights – Q1 2020
by Alexandre Pierantoni
M&A Advisory
Corporate Finance Accomplishments and 2020 Industry Trends
M&A Advisory
Staffing Industry Insights – Winter 2020
by John Niehaus
Valuation
Modest Growth Continues
by Paola Ricciardi
News
Sherry Cefali Named One of the Top Women in Banking by the Los Angeles Business Journal
The Case for Fairness Opinions in GP-Led Secondaries
Wenye Group Launches HKEX Global Offering
Sherry Cefali Appointed to the Steering Committee of Nareit’s Dividends Through Diversity and Inclusion (DDI) Initiative
