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
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
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.
Valuation Insights – Second Quarter 2020
Duff & Phelps Survey: Impact of COVID-19 on Investment Valuations
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Big Oil’s Response to the Current Market Environment: Capex Cut Tracker Update
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
More Than Three Months of Restrictions and Most Businesses Will Reach the "Breaking Point” Says New Duff & Phelps Survey
Duff & Phelps Experts Talk About Due Diligence for LPs and GPs