M&A Advisory
Duff & Phelps supports companies and their advisors through every stage of M&A.
Our capabilities span buy-side and sell-side m&a advisory, comprehensive due diligence, fairness and solvency opinions, secondary market advisory services, valuation, compliance, disputes, tax, restructuring and cybersecurity, amongst others.
Leading Middle-Market M&A Advisor
Our team advises public corporations, financial sponsors, family-owned businesses and other private companies in middle-market buy side and sell side M&A transactions globally, with regional teams situated in U.S., Canada, UK, Germany, Ireland, France, China, Brazil and India.
Duff & Phelps has deep experience in buy side and sell side engagements, capital raising, transaction advisory services and financial sponsor coverage. Clients choose us for our:
- Senior staff engagement throughout every transaction;
- Experience, including more than 275 M&A transactions in the past five years and #4 ranking for U.S. middle-market transactions over the past 10 years1;
(Source: 1.Thomson Financial Securities Data (U.S. deals $15M < $170M, including deals without a disclosed value). Full years 2010 through 2019.)
- Global reach, including dedicated M&A professionals in the U.S., Canada, UK, Germany, Ireland, France, China, Brazil and India;
- Dedicated industry expertise;
- Financial Sponsor coverage and access to the global private equity community; and
- Breadth of in-house corporate finance and financial advisory services, which significantly enhance our M&A processes and outcomes for our clients.
M&A Advisory
Aerospace Defense and Government Services (ADG) M&A
Aerospace Defense and Government Services (ADG) M&AConsumer, Food, Restaurants and Retail M&A
Consumer, Food, Restaurants and Retail M&AEnergy M&A
Energy M&AHealthcare M&A
Healthcare M&AIndustrials M&A
Industrials M&AReal Estate M&A
Real Estate M&ABusiness Services M&A
Business Services M&ATechnology M&A
Technology M&AContact Us
Stephen Burt
Global Head of M&A Advisory
Chicago
Stephen Burt
Josh Benn
Co-Head of U.S. M&A Advisory
New York
Josh Benn
Andreas Stoecklin
Head of EMEA Corporate Finance and Co-Chair EMEA Management Committee
Corporate Finance
Frankfurt
Andreas Stoecklin
Howard Johnson
Head of Canadian M&A Advisory and Country Leader
M&A Advisory
Toronto
Howard Johnson
David Lu
Head of APAC Corporate Finance
Corporate Finance
Shanghai
David Lu
Frank Bretag
Managing Director
M&A Advisory
Frankfurt
Frank Bretag
Other Areas We Can Help
Comprehensive Due Diligence Solution
Comprehensive diligence support primarily in the areas of tax, compliance and regulatory, operations, financial and accounting, investigations and disputes and cyber/IT risk.
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Distressed M&A and Special Situations
Financial and operational solutions for distressed and special situations.
Secondary Market Advisory Services
Transfer services to general partners and limited partners in alternative investments.
Valuation Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Corporate Contest Hostile M&A
Helping companies gather targeted intelligence for successful defense against hostile actions.
M&A Post Acquisition Disputes
Expert consulting and testifying services related to post-acquisition purchase price disputes.
Cybersecurity Due Diligence for M&A
Cyber due diligence helps identify and assess the risks an acquisition would represent.
Corporate Finance Accomplishments
Insights
News
Case Studies
Exclusive Financial Advisor
Duff & Phelps' Energy M&A Practice Advised Oliver Equipment Company, Inc. on Its Sale to FloWorks International, a Sunbelt Supply Affiliate, Backed by Clearlake Capital Group
has been acquired by
a portfolio company of
Sell Side Advisor
Duff & Phelps' Aerospace Defense and Government Services (ADG) M&A Practice Advised Prospect Mold Holdings, LLC on Its Sale to P4G Capital Management
a portfolio company of
has been acquired by
