Jonathan Jacobs
Managing Director
Valuation Services
New York
Jonathan Jacobs
Financial Services and Asset Management
Contact Us
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.
Other Areas We Can Help
Alternative Asset Advisory
Provides an array of consulting services to alternative investment managers and investors.
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
Sell Side Advisor
Duff & Phelps, A Kroll Business, Advised Avidity Science on Sale of Lab Products and Harford Systems to Gen Cap America
subsidiaries of ShoreView Industries' portfolio company
has been acquired by
Buy Side Advisor
Duff & Phelps, A Kroll Business, Advised Quantic™ Electronics on Its Acquisition of X-Microwave
a portfolio company of
has acquired
Sell Side Advisor
Duff & Phelps, A Kroll Business, Advised SCR Medical Transportation on Its Sale to Beacon Mobility, a Portfolio Company of Audax Private Equity
has been acquired by
a portfolio company of
Sell Side Advisor
Duff & Phelps, A Kroll Business, Advised Pathways Training & eLearning Inc. on Its Sale to Pluribus Technologies Inc.
has been acquired by
