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
Provides an array of consulting services to alternative investment managers and investors.
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
Fairness Opinion
Duff & Phelps Provides a Fairness Opinion to the Board of Directors of Neon Therapeutics, Inc. in Its Sale to BioNTech
has been acquired by
Fairness Opinion
Duff & Phelps Provides a Fairness Opinion to the Shareholders’ Committee of Eneco Groep N.V. in its Sale to a Consortium of Mitsubishi Corporation and Chubu Electric Power Company, Inc.
has been acquired by a consortium of
and
Sell Side Advisor
Duff & Phelps’ Restaurant M&A Advisory Team Advised Diversified Restaurant Holdings on Its Merger with Patton Wings, an Investment Entity Affiliated with ICV Partners
has merged with Patton Wings, an investment entity affiliated with
Sell Side Advisor
Duff & Phelps' Aerospace Defense and Government Services (ADG) M&A Advisory Team Advised Thaler Machine on its Sale to Cognitive Capital Partners
has been acquired by
with financing provided by
