Patrick Wu
Vice Chairman and Head of Valuation Advisory, Greater China
Hong Kong
Patrick Wu
Financial Services and Asset Management
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Ricky Lee
Managing Director
Valuation Advisory
Hong Kong
Ricky Lee
Steven Carey
Managing Director
Transfer Pricing
Hong Kong
Steven Carey
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.
Other Areas We Can Help
Private Capital Markets
Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Governance and Risk Advisory
Combined Duff & Phelps and Kroll disputes, investigations, cyber, business intelligence, restructuring, insolvency and other advisory.
Valuation Advisory
Valuation and consulting for financial reporting; federal, state and local tax; investment; and risk management purposes.
Tax Services
Innovative tax advisory and compliance services encompassing property tax, sales and use tax, and site selection and incentives.
Case Studies
Sell Side Advisor
Kroll Corporate Finance Advised The PMT Group on the Sale of Its Ring Precision and Dieco Businesses to Culper Capital Partners
and
have been acquired by
Sell Side Advisor
Kroll Corporate Finance Advised Busby Metals, Inc. on Its Sale to Wieland Group
has been acquired by
Sell Side Advisor
Kroll Corporate Finance Advised Crestwood Technology Group on Its Sale to Triman Industries, a Portfolio Company of AE Industrial Partners
has been acquired by
a portfolio company of
Sell Side Advisor
Kroll Corporate Finance Advised Calco Aerospace on Its Sale to FDH Aero
has been acquired by
