Financial Services and Asset Management

Contact Us

Monique Melis

Managing Director and Global Head of Compliance and Regulatory Consulting

London

Monique Melis

Ryan McNelley

Managing Director
Portfolio Valuation

London

Ryan McNelley

Sharon Davies

Managing Director
Valuation Advisory

London

Sharon Davies

Mark Whittingham

Managing Director
Real Estate Advisory Group

London

Mark Whittingham

Paul Clark

Managing Director and Global Head of Restructuring

London

Paul Clark

Geoff Bouchier

Managing Director

London

Geoff Bouchier

David Fleming

Managing Director

Manchester

David Fleming

Mark Skelton

Managing Director

London

Mark Skelton

Kristen Cote

Director
Portfolio Valuation

London

Kristen Cote

See all people

Duff & Phelps’ financial services industry professionals possess a deep knowledge of micro and macro business and regulatory trends that affect the world marketplace.

Available in all the key financial centers across the Americas, Europe and Asia, our specialists provide the financial services and investment management sector a full suite of advisory services.

Related Services

Compliance and Regulatory Consulting

Local and global compliance expertise for the financial services industry.

Compliance and Regulatory Consulting

Alternative Asset Advisory

Provides an array of consulting services to alternative investment managers and investors.

Alternative Asset Advisory

Valuation Advisory

Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.

Valuation Advisory

Corporate Finance

Comprehensive support throughout mergers and acquisitions and other corporate transactions.

Corporate Finance

Fairness and Solvency Opinions

Independent opinions for boards of directors and special committees.

Fairness and Solvency Opinions

Transaction Advisory Services

Seamless analytical advisory through the deal continuum, from transaction origination to closing.

Transaction Advisory Services

Private Capital Markets – Debt Advisory

Advice on capital raising and securing best market terms across the capital structure from senior debt to equity.

Private Capital Markets – Debt Advisory

Financial Sponsors Group

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

Financial Sponsors Group

Governance, Risk, Investigations and Disputes

Combined Duff & Phelps and Kroll disputes, investigations, cyber, business intelligence, restructuring and other advisory.

Governance, Risk, Investigations and Disputes

Case Studies

Financial Advisor

Duff & Phelps' Brazilian M&A Team Advised Piemonte Holding on Its Binding Offer with Oi S.A. - Em Recuperação Judicial for the Acquisition of Five Data Centers

has signed a binding offer to acquire five data centers from

Duff & Phelps' Brazilian M&A Team Advised Piemonte Holding on Its Binding Offer with Oi S.A. - Em Recuperação Judicial for the Acquisition of Five Data Centers

Financial Advisor

Duff & Phelps Advised From the Hearth Holdings, LLC in Raising Senior Debt Financing and a Related Shareholder Buyout Transaction

has secured senior debt financing from a consortium of lenders

Duff & Phelps Advised From the Hearth Holdings, LLC in Raising Senior Debt Financing and a Related Shareholder Buyout Transaction

Financial Advisor

Duff & Phelps Advised the Board of Directors of Macy’s, Inc. and Macy’s Retail Holdings, Inc. on its Refinancing Transaction

Macy’s, Inc. (NYSE:M), has completed a refinancing transaction, raising approximately $4.5 billion of new financing, including an asset-based credit line and the issuance of senior secured notes

Duff & Phelps Advised the Board of Directors of Macy’s, Inc. and Macy’s Retail Holdings, Inc. on its Refinancing Transaction

Financial Advisor