Chris Franzek
Managing Director
Alternative Asset Advisory
New York
Chris Franzek
Portfolio Valuation
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
Related Services
Valuation Services
Objective valuations for financial reporting, tax and management planning purposes.
Valuation Services
By Jurisdiction
Regionally targeted assistance for asset managers in compliance program development, implementation and maintenance
By Jurisdiction
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax Services
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
M&A Advisory
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
M&A Advisory
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Fairness and Solvency Opinions
Real Estate Advisory Group
Leading provider of real estate valuation and consulting for investments and transactions.
Real Estate Advisory GroupInsights
Blog
Compliance and Regulatory Consulting
Publication
AICPA Releases Final Guide on Valuation of Venture Capital and Private Equity Investments
by David Larsen
Valuation
Oil and Gas Sector Update - Americas – 2nd Quarter 2019
by David Herr
Publication
Oil and Gas Sector Update - Americas – 1st Quarter 2019
by David Herr
News
67% of Senior Leaders Within the Alternative Investments Industry Believe That Regulatory Bodies Are Not Doing Enough on ESG Regulation
David Larsen Talks About Data Privacy Regulation for PE Firms in the U.S.
Ryan McNelley Featured in Private Funds CFO on IPEV Rule Change
Rishi Aswani spoke at Harvard University on Private Equity Valuation
