Jonathan Jacobs
Managing Director
Valuation Services
New York
Jonathan Jacobs
Financial Services and Asset Management
Contact Us
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
Valuation Advisory Services
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 and Risk Advisory
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
Financial Advisor
Duff & Phelps, A Kroll Business, Advised Pro-Fab Group, Inc., a Portfolio Company of Wynnchurch Capital, on Its Sale to an Affiliate of Kairos Capital Management L.P.
a portfolio company of
has been acquired by an affiliate of
Fairness Opinion
Duff & Phelps, A Kroll Business, Provided a Fairness Opinion to Capvis AG in Connection With the Continuation Vehicle Transaction Co-led by Affiliates of Committed Advisors and Eurazeo
has been involved in a Continuation Vehicle Transaction by
Sell Side Advisor
Duff & Phelps, A Kroll Business, Advised Norberg-IES, LLC, a Portfolio Company of Argonaut Private Equity, On Its Sale to EIS, Inc., a Portfolio Company of Audax Private Equity
a portfolio company of
has been acquired by
Sell Side Advisor
Duff & Phelps, A Kroll Business, Advised Citadel Defense On Its Sale to BlueHalo, a Portfolio Company of Arlington Capital Partners
has been acquired by
a portfolio company of
