Julian Korek
Managing Director and Global Head of Compliance and Regulatory Consulting
London
Julian Korek
Financial Services and Asset Management
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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
Richard Olson
Managing Director
Secondary Market Advisory Services
London
Richard Olson
Paul Clark
Managing Director and Head of UK 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
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
Transparent valuations of illiquid investments and complex securities and liquidity solutions through secondary market transactions.
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 DisputesCase Studies
Financial Advisor
Duff & Phelps Advised Turning Point on its Growth Investment
has received a growth investment from
and
Sell Side Advisor
Duff & Phelps Advised Functional Formularies on its Majority Recapitalization with Swander Pace Capital
has completed a majority recapitalization with
Duff & Phelps acted as exclusive sell side advisor to Nutritional Medicinals LLC
Sell Side Advisor
Duff & Phelps Advised Siamons International Inc. on Its Sale to Rust-Oleum, a subsidiary of RPM International Inc.
has been acquired by
a subsidiary of
Fairness Opinion
Duff & Phelps Advised Johnson Controls on the Sale of its Power Solutions Business to Brookfield Business Partners
has sold its Power Solutions Business to
Independent financial advisor to the board of directors of Johnson Controls
Insights
Report
Valuation Insights, First Quarter 2019
Report
U.S. Equity Risk Premium Recommendation
Report
Transaction Trail 2018 Report
Publication
Brazil Transaction Insights – Q1 2019
by Alexandre Pierantoni
Publication
Canadian M&A Insights – Winter 2019
by Howard Johnson
Publication
Capital Markets Insights – Late Fall 2018
by Robert A. Bartell, CFA
