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.
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
Report
Are Football Stadium Naming Rights Undervalued? A European Analysis
Transfer Pricing
OECD Provides a Unified Approach Proposal for Profit Allocation
by Matt Billings
Transfer Pricing
France Issues Draft Guidance on New Digital Services Tax
by Andrew Cousins
Transfer Pricing
U.S. Department of the Treasury Releases Priority Guidance Plan
by Mark Bronson
Transfer Pricing
Draft Risk Assessment Framework for Offshore Drilling Units in Australia Released
by Stean Hainsworth
News
Millennial Automotive Purchase Intent on the Rise, Duff & Phelps Study Reveals
Social Media Emerges as a Growing Business Risk, According to Kroll’s Annual Global Fraud and Risk Report
Anthony Berkus and Brian Little Featured in the Los Angeles Business Journals’ 40 in Their 40s Accounting & Financial Services Professionals
Duff & Phelps Expands UK Transaction Advisory Services Practice with Andrew Probert as Managing Director