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
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
Fairness Opinion
Duff & Phelps Provided a Fairness Opinion to Syncora Holdings Ltd. in Connection with the Sale of Syncora Guarantee Inc.
has agreed to sell
to Star Insurance Holdings, LLC, an entity organized by
Fairness Opinion
Duff & Phelps Provided a Fairness Opinion to Frontier Communications in Connection with the Sale of its Operations in Select Locations
has sold certain assets in Washington, Oregon, Idaho and Montana to
and
Insights
Publication
What’s Next – AML Compliance Following the EU’s Blacklist of Non-Cooperative Jurisdictions for Tax Purposes
by Claire Simm
Valuation
Duff & Phelps Launches IPL Brand Valuation Report 2019
by Varun Gupta
Report
UK Shops Lie Empty
by Philip Duffy
Report
Upside - Autumn 2019
News
Santosh N Talks About the Rise of Valuation in India
David Larsen Talks About Data Privacy Regulation for PE Firms in the U.S.
Duff & Phelps Launches IPL Brand Valuation Report 2019
Alan Keating Appointed Managing Director in Duff & Phelps Ireland’s Compliance and Regulatory Consulting Practice
