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Transaction Advisory Services

Duff & Phelps’ Transaction Advisory Services is unencumbered by audit independence concerns and offers seamless analytical service throughout the deal continuum.

From decision support at origination to deal closing and beyond, TAS supports its clients throughout every facet of the transaction. Combining market data with fundamental financial competencies, we support critical decision making with essential advice and information. We provide our clients with the information they need to make informed business decisions for buy- and sell-side transaction engagements, refinancings and other transactions.

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Transaction Advisory Services

Our professionals provide financial, tax, information technology, operations, disputes and cyber security due diligence to private equity, hedge fund and strategic investors. We advise on all aspects of the investment cycle, employing an approach that focuses on value drivers and deal-breakers that are critical to investment decisions.

Transaction Advisory Services

Key Differentiators

  • Most financial and tax diligence focuses on historical operations and results. We analyze the historical performance but also use this information to determine if the projections are based on reality. We inform our clients of the future benefits and pitfalls that may be encountered in a transaction. 
  • Virtually no conflicts or independence issues under Sarbanes-Oxley. We can provide due diligence, valuation, projection analysis, fairness and solvency opinions, and transfer pricing on the same transactions, allowing us to be an advocate for our clients during the negotiation process.
  • Senior management attention throughout every phase of a transaction.
Markets Transaction Advisory Services

  • Dedicated professionals with strong technical and industry expertise (most with Big Four experience), providing a flexible approach and seamless coordination with your team and other advisors.
  • Access to the industry expertise of our M&A and valuation groups, which enables us to identify potential targets as well as key deal issues. 
  • We integrate valuation, business incentives, process improvement/merger integration and commercial diligence within the financial due diligence process.
     

Transaction Advisory Services

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Other Areas We Can Help

Corporate Finance

M&A Advisory

Middle-market M&A advisory differentiated by industry expertise and superior deal execution.

M&A Advisory
Purchase Price Allocation (PPA)

Financial Sponsors Group

Dedicated coverage and access to M&A deal-flow for financial sponsors.

Financial Sponsors Group
Startup Advisory Services

Startup Advisory Services

Duff & Phelps works with innovative and disruptive early-stage companies around the world, providing startup advisory services related to valuation, business plan/financial model review, cyber security advisory, due diligence, and deal support.

Startup Advisory Services
Valuation Services for Special Purpose Acquisition Companies (SPACs)

Valuation Services for SPACs

We offer an array of valuation services to support a SPACs financial and tax reporting.

Valuation Services for SPACs

Insights

M&A Advisory

Staffing Industry M&A Landscape – Fall 2021

M&A Advisory
September 2021

Cost of Capital in the Current Environment – Our Latest Infographic Reflects the Change in the GDP Growth Estimates and the Economic Recoveries

September 2021
M&A Advisory

Healthcare Services Sector Update – August 2021

M&A Advisory
M&A Advisory

China Transactions Insights – Fall 2021

M&A Advisory
Transaction Advisory

Is There an Investment Opportunity for “Bad” ESG Assets?

Transaction Advisory
M&A Advisory

Diagnostic Imaging Equipment Services Update – Summer 2021

M&A Advisory
M&A Advisory

Global Software Sector Update – Summer 2021

M&A Advisory
M&A Advisory

Healthcare Services Sector Update – July 2021

M&A Advisory

News

Case Studies