Duff & Phelps specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations.
The increased focus on independence and governance along with regulatory changes are forcing a wide range of alternative asset investors and managers, including private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds to seek objective valuation advice. Independent reviews of fair value policies, procedures and results provide comfort to investors, fund administrators and accounting managers as well as auditors regarding the entity's valuation assessment.
Portfolio Valuation services include:
- Alternative assets valuation in accordance with SFAS 157: Fair Value Measurements and IAS 39 Financial Instruments: Recognition and Measurement
- Advice on emerging Fair Value issues initiated by FASB, IASB and governmental bodies
- Portfolio valuation best practices consulting for alternative asset investors and managers, private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds, including practical guidance regarding industry standards such as the Private Equity Industry Group Guidelines (PEIGG) and International Private Equity Valuation (IPEV) guidelines
Objective valuations for financial reporting, tax and management planning purposes.
Regionally targeted assistance for asset managers in compliance program development, implementation and maintenance
Innovative tax advisory and compliance services encompassing property tax, sales and use tax, and site selection and incentives.
Assistance with complex securities litigation.
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Real Estate Advisory Group
Leading provider of real estate valuation and consulting for investments and transactions.
Roundtable: African Sovereign Wealth and Pension Funds United in Fight Against COVID-19 − Infrastructure and Valuation
The Duff & Phelps Created Value Attribution Whitepaper Series: Value Preservation in the Age of COVID-19: Assessment and Conveyance
Valuation Insights – Second Quarter 2020
Emergence through Fresh-Start Reporting
David Larsen Shares Insights with Bloomberg Tax on Process Modernization for Equity Funds
Duff & Phelps Ranked No.1 for Portfolio Valuations by Leaders League
Ross Hostetter Discusses Valuation Challenges for Private Companies
Duff & Phelps’ Global Funds Survey on the Impact of COVID-19 on Investment Valuations was Quoted in Reuters