Jonathan Jacobs
Managing Director
Valuation Services
New York
Jonathan Jacobs
Financial Services and Asset Management
Financial Services and Asset Management
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Julian Korek
Managing Director and Global Head of Compliance and Regulatory Consulting
London
Julian Korek
Chris Franzek
Managing Director
Alternative Asset Advisory
New York
Chris Franzek
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.
Compliance and Regulatory Consulting
Valuation Advisory
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
Corporate Finance
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Fairness and Solvency Opinions
Corporate Finance
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
Corporate Finance
Private Capital Markets
Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.
Private Capital Markets
Corporate Finance
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Financial Sponsors Group
Disputes and Investigations and Legal Management Consulting
Complex investigations, arbitrations, and litigation, including restructuring situations.
Disputes and Investigations and Legal Management Consulting
Valuation Advisory
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax ServicesCase Studies
Sell side Advisor
Duff & Phelps Advised Lortscher Agri Service, Inc. On Its Sale to C.J. Foods
has been acquired by
a portfolio company of
Sell Side Advisor
Duff & Phelps Advised Strait Lane Capital Partners, LLC on its Sale of B&B Roadway and Security Solutions LLC
a portfolio company of
has been acquired by Empeiria Capital Partners, the Pohlad family and Huron Capital Partners
Fairness Opinion
Duff & Phelps Rendered a Fairness Opinion for RLH Properties in the Management Internalization Transaction
RLH Properties, S.A.B. de C.V. fully internalized its management by terminating certain management agreements in exchange for newly issued shares of common stock in the company.
Sell Side Advisor
Duff & Phelps Advised Brilliant on a Majority Recapitalization with Silver Oak Services Partners
has completed a majority recapitalization with
