Patrick Wu
Managing Director 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
Nicolas Inman
Managing Director
Compliance and Regulatory Consulting
Hong Kong
Nicolas Inman
James Cook
Managing Director
Restructuring, Bankruptcy and Insolvency Litigation
London
James Cook
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.
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
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
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
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, insolvency and other advisory.
Governance, Risk, Investigations and Disputes
Valuation Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Valuation Advisory
Tax Services
Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
Tax ServicesCase Studies
Sell Side Advisor
Duff & Phelps Advised Versare Solutions, LLC on Its Sale to WILsquare Capital, LLC
has been acquired by
Sell Side Advisor
Duff & Phelps' Aerospace Defense and Government Services M&A Advisory Team Advised AIM MRO on its Acquisition by AE Industrial Partners
has been acquired by
Sell Side Advisor
Duff & Phelps' Restaurant M&A Advisory Team Advised SOL and solita on its Sale to Xperience Restaurant Group
has been acquired by
Fairness Opinion
Duff & Phelps Advised the Special Committee of the Board of Directors of Isramco, Inc. in Connection with Isramco’s Acquisition by its Majority Shareholder, Naphtha Israel Petroleum Corporation, in a Going Private Transaction
has been acquired by
Insights
Valuation
Enterprise Value of Firms Under Insolvency
by Umakanta Panigrahi
Publication
Brazil Transaction Insights – Q1 2019
by Alexandre Pierantoni
M&A Advisory
Canadian M&A Insights – Winter 2019
by Howard Johnson
Report
Protecting Investments
by Allan Graham
