Rebecca is a director in the Boston office of Duff & Phelps and is part of the Disputes and Investigations practice. Rebecca has more than seven years of experience providing financial and economic analyses and business valuation services. Rebecca has served as an expert witness on damages matters and has provided trial testimony on valuation issues.

Rebecca has extensive experience performing valuations of businesses and assets for litigation purposes, as well as for financial and tax reporting purposes, reorganizations and restructurings. She provides expert and consulting services for a broad range of industries and engagements, including appraisal cases, shareholder disputes, merger and acquisition disputes, fraudulent conveyance disputes, divorce cases, damages cases, breach of contract cases, and patent, copyright and trademark disputes.

Representative Engagements

Dispute Consulting

  • Conducted damages analysis in connection with a service provider’s breach of contract.

  • Conducted lost profits analysis for a mining company related to an insurance dispute.

  • Conducted analysis of payroll tax and benefits due resulting from undocumented payment of employees.

  • Conducted analysis regarding loss of back pay for terminated employees. 

  • Testified in Federal Court regarding the value of an asset as of the date of divorce.

  • Performed a valuation of a publishing company in connection with a post-merger shareholder dispute.

  • Rebutted damages analysis for a government contractor in connection with a post-merger dispute.

  • Conducted damages analysis in a patent infringement suit for an electrical equipment company.

  • Performed a valuation of a movie theater business in connection with a gift tax dispute.

  • Conducted damages analysis arising from a breach of distribution agreement for a construction materials company.

  • Performed an analysis of red flags or warning signs in investment fund trading activity and financial market data, including peer analysis and performance attribution, to identify indications of fraudulent activity.

  • Performed analysis for two external experts in a real estate litigation, analyzing and valuing commercial, residential and land properties and performing a solvency analysis.  

  • Performed common stock valuation for a healthcare staffing company in conjunction with a merger.

  • Performed a common stock valuation of a strategic document outsourcing company in connection with a shareholder dispute.

  • Calculated fair value of preferred securities and tax allocation agreement, including valuation of SRLY and 382 limitation NOLs, for a telecommunications company, as well as fair value of common stock in connection with a merger.

  • Conducted lost profits analysis for a telecommunications company.

  • Conducted analysis regarding potential damages arising from a dispute over work performed under the terms of a master services agreement issued for a biotech company.

  • Conducted lost profits analysis for a technology company, summarizing over 500 license agreements.

  • Conducted analysis regarding unjust enrichment in an IP litigation involving an energy company.

  • Performed a valuation of common and preferred stock for a medical products company prior to a merger.

  • Determined damages related to potential loss of customer for a technology company.

  • Conducted analysis regarding damages arising from a post-purchase dispute over representations and warranties related to the customer base of a company in the oil and gas field services industry

Financial Advisory

  • Performed legal entity valuations for tax and financial reporting purposes for a multi-national company with hundreds of legal entities, including valuations in conjunction with a spinoff of one of the business units.

  • Performed a valuation of common stock and options for gift tax returns.

  • Performed a post-bankruptcy valuation for a casino.

  • Performed a purchase price allocation for an IT services company, valuing intangible and tangible assets including customer relationship, trademark, non-competes, contingent consideration and deferred revenue liability.

  • Performed valuation of an online portal and assessment of the portal systems and technologies for strategic planning purposes.

Rebecca co-leads Duff & Phelps’ annual review of Delaware Court of Chancery opinions. She serves as the Boston office co-leader for the firm’s Network of Women (NOW) Initiative and is involved with the Massachusetts Women’s Bar Association and Women’s Bar Foundation.

Rebecca received an M.B.A., with honors, from the Boston College Carroll School of Management, with a concentration in finance and accounting. She received a B.A. in psychology from Boston College, with a minor in Management. She is a Chartered Financial Analyst ("CFA") charterholder.

Levy /our-team/rebecca-levy /-/media/assets/images/headshots/directors/rebeccalevy.ashx people {C8894F56-FF6C-4DEA-AB91-58D66A7F0624} {A3EB1451-9854-4D28-88C7-692EE2C0A78E} {B871D4F9-5FCB-40B9-8710-871A30B710AB}

Related Services

Duff & Phelps Disputes

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
Duff & Phelps Disputes

Commercial Disputes and Litigation

Industry and technical insights to win disputes related to contractual, fiduciary or related obligations.

Commercial Disputes and Litigation

Case Studies